CRM 5 Overview
The most user-friendly CRM system on the market.
SuperOffice CRM 5 was designed to be simple, effective and enjoyable. The user interface is attractive and easy on the eye. Key information is displayed on the screen, with more detailed information available with just a click on the mouse.
The Company Card provides a complete overview of any customer, prospect or supplier and their associated contacts. Additionally, the Company Card affords the ability to set up an unlimited number of custom data fields.
The Navigator within SuperOffice CRM 5 is always available on the left side of the display and provides easy access to the main areas within the software.
The History drop down lists provide intuitive shortcuts to your most frequently used requests. Here again, SuperOffice CRM 5 saves time and effort.
The Buttons along the bottom of the display, the Taskbar, provide access to the tasks currently at hand.
The Tool Tip information pops ups when your mouse rests over a function, interest, contact or activity task. When atop an activity task, you see all the detailed notes within that activity.
The Free Text Search provides a fast and simple route for accessing any information within the SuperOffice CRM 5 database. The search engine swiftly returns all matches for the desired term.
The Activity tab gives a roundup of all transactions with contacts - both concluded and ongoing. This information is accessible to all users within the company having appropriate security levels for each transaction.
The Document handling is one of the most powerful functions in SuperOffice CRM 5. You can use your company’s own defined templates for you're your documents. Letters, faxes, e-mails and other documents can also be saved - quickly and easily. SuperOffice CRM also integrates with all recognised automated office programs.
The Relations tab provides an easy overview of the company’s contact network. Relations are used for linking information between contacts and companies, for example, to quickly find the subsidiaries of a headquarter.
The Diary gives you a complete overview of you and your colleagues' scheduled activities and to-do's. The Diary can be displayed by day, week, month and team view. From the Diary, you can easily arrange meetings suitable across entire teams as well as with your external contacts. The Diary also lets you reserve conference rooms, audiovisual devices and other company resources.
The Projects function within SuperOffice CRM 5 lets you work with many diverse companies on a singular objective. You can define your own projects and link specific activities, correspondence and sales from many companies to a specific project card. SuperOffice CRM 5 allows you to communicate to all project participants by sending e-mail, meeting requests and reports.
The Internet links on the Company Card provide single click access to a company's web sites.
The E-mail of SuperOffice CRM 5 allows easy archiving of important incoming and outgoing communication, plus any attachments. A major benefit for any organisation is the consolidation of all communication in one repository. SuperOffice CRM 5 permits e-mail integration with standard software such as Microsoft Outlook. We developed SuperOffice CRM 5 to take advantage of the standard software you already know and use.
With SuperOffice CRM 5, your software has become even more user-friendlier than everbefore by being tailored to the information needs of each individual and team.
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