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Solutions


The whole idea of CRM is to have customer information easily accessible in real time and in one place.


ClearCRM is a powerful, web-based solution for managing and integrating your sales force, customer support, marketing and engineering/manufacturing teams.  With ClearCRM you can greatly improve customer service and customer retention.   Every transaction is stored centrally on your database, so everyone who comes into contact with the customer sees current and reliable information.

The application provides customization to meet your business requirements, including insertion of new fields, specification of field properties, modification of workflows and descriptions of your business rules.

With a powerful and customizable workflow engine, ClearCRM can be configured to your current business processes allowing you to keep what works with your sales processes while automating the routing of your information and tasks to the correct individuals within your organization at the right time.

The application also provides the security and control to allow different individuals within your organization to view only the functional areas they require. With this capability to limit access to information based on roles and responsibilities, information can only be viewed and/or modified by the individuals within your organization that have been given permission.

ClearCRM is easy to deploy and use.  Industry solutions can be created easily and deployed within days not months or years.  The application also allows for integration with your existing applications and keeping your teams on the same page.

ClearCRM greatly improves customer service and customer retention by storing every transaction in your database so that anyone who comes into contact with the customer sees only current and reliable information.

ClearCRM provides email notifications for a wide variety of changes that occur in your business.   These change notifications allow you to escalate issues that need immediate attention and stay on top of your business.




Benefits

ClearCRM includes the functionality to meet all of your requirements in a single application.   You can then enable only the features you want each individual to use.  ClearCRM provides the security and view control to allow different individuals within your organization to use this same system while only seeing the features they need or are allowed to view:

    Sales Tracking

    •   Contact and Account Tracking
    •   Email notification of new Contacts, etc
    •   Task and calendaring
    •   Customizable sales opportunity process
    •   Universal accessibility via a Web browser

    Lead Management

    •   Automatic distribution of leads to your teams
    •   Track marketing campaigns
    •   Automatic lead capture into ClearCRM

    Customer Support

    •   Support issues by customer
    •   Ticket assignment and responsibility
    •   Customizable fields to meet your requirements
    •   Universal accessibility via a Web browser

    Issue Tracking

    •   Customizable system
    •   Promotes team communications
    •   Universal accessibility via a Web browser




Features

  • Easy to Use and Deploy
  • Designed for the Internet from the ground-up, system is accessed via a central web server
  • Customizable Fields
  • Visual design tools allow for easy customization of the system and user interface
  • Security and Permissions
  • Security and permissions allow for different levels of access to the system
  • Notifications
  • Integration with email systems provides configurable notifications of tasks
  • Web-based
  • Built entirely for the web, ClearCRM connects distributed teams
  • Customizable Workflows
  • Separate, customizable workflows for sales, support and defect tracking
  • Calendar Management
  • Effectively manages and organizes your schedule and tasks
  • Document Linking
  • Documents can be linked as attachments to leads, opportunities and issues
  • Opportunity Management
  • Configurable to meet your opportunities parameters, i.e., Red Flags, Budget, etc.
  • Wireless Support
  • Allows access to current information from anywhere in the world
  • Data Import
  • Data can be imported from your current system with the powerful Import application
  • Flexible Licensing
  • Licenses can be purchased as term or perpetual based on your requirements




    Security

    In today's world the pressure is on to secure your communications and data.  Without taking positive steps towards protecting your investment in your customer lists and corporate data you run the potentially costly risk of having your valuable data exposed to competitors.  To protect your data ClearCRM is designed with full security features, including:

    • Powerful Internet Security Protocols - Supports standard Internet security protocols including SSL and HTTPS.

    • Web Server Security Protocols - Supports standard Web Server security protocols including Basic and Integrated Windows Authentication.

    • Browser Password Protection - Supports client authentication via the web browser using userid and password authentication.

    • Stores Your Data Where it Belongs - Stores your data where only you have access. ASP software stores the data on the ASP's server.

    • User, Workflow and Field Level Permissions - Provides user, group, field and workflow permissions which allow you to control who has access to view specific data or perform certain actions.




    ClearCRM Professional

    The Professional version of ClearCRM contains all of the basic CRM features required to collect and track customers over geographically separated areas, i.e., offices in different states or countries, via the Internet.   This version is best for small 1-4 user teams that need to share customer data.


    • Supported Databases
      •   Microsoft Access

    • Sales Automation
      •   Contact and account tracking
      •   Email notification of new leads, tasks
      •   Customizable sales opportunity process

    • Lead Management
      •   Automatic lead capture
      •   Automatic distribution of leads to sales
      •   Track marketing campaigns
      •   Configurable, assignable Territories

    • Customer Support
      •   Issue responsibility assignment
      •   Supports issues entered by customers
      •   Tasks and Appointment Calendar

    • Issue Tracking
      •   Customizable, enforced workflow
      •   Customizable fields and field properties
      •   Promotes team communications
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    ClearCRM Workgroup

    The WorkGroup version of ClearCRM contains all of the features of the Professional version plus the additional features described below.   This version is best for medium-sized teams that need to share customer data or any size team that requires these additional features.


    • Supported Databases
      •   Microsoft Access
      •   Microsoft SQL Server
      •   Oracle
      •   MySQL

    • Outlook Synchronization
      •   Sync Contacts
      •   Sync E-Mail
      •   Sync Appointments
      •   Sync Tasks
      •   Sync Journals

    • Advanced Features
      •   Forecast Reports
      •   Advanced Forecast Spreadsheet
      •   External database support
      •   External application support
      •   Export
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    ClearCRM Enterprise

    The Enterprise version of ClearCRM contains all of the features of the Professional and WorkGroup versions plus the additional features described below.   This version is best for medium-sized teams that need to share customer data or any size team that requires these additional features.


    • Supported Databases
      •   Microsoft Access
      •   Microsoft SQL Server
      •   Oracle
      •   MySQL

    • Campaigns
      •   Dashboard
      •   Quotes
      •   E-Mail Campaigns
      •   Google Campaigns
      •   Ebay Campaigns
      •   Web Site Statistics and Analysis

    • E-Mail Server
      •   Embedded E-mail Server
      •   E-mail Accounts for each ClearCRM user
      •   Hide E-Mail addresses from customers

    • Integrations
      •   QuickBooks Synchronization
      •   Microsoft Project Integration
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