Legrand CRM 5.0 by Legrand Software Inc.
Look after your #1 Asset: Customers. Legrand CRM 5.0 is the powerful, easy-to-use customer management solution designed for small and mid-sized businesses with seamless integration with QuickBooks.
Pricing Range:
Volume discounts start at 5 users/seats.
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Developer: Legrand Software Inc.
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Legrand CRM includes group calendaring/scheduling, Outlook integration, automated processing of web site leads, Vista compliance and tight two-way integration with QuickBooks (Pro, Premier or Enterprise Edition - 2003 or higher). The bi-directional transfer of information between QuickBooks and Legrand CRM eliminates double-entry and provides real-time access to a customer’s key financial summaries.
Legrand CRM enables your staff to search for information when a customer calls, before they call a customer, or whenever they need to reference customer contact information or history. Marketing and sales teams can use Legrand CRM to create targeted campaign lists based on past purchases, geographical location, industry or other information.
Legrand CRM 5.0 integrates seamlessly with QuickBooks, enabling you to easily link customer records between the two systems. By linking your accounting system with your customer management, you can maintain complete and up-to-date customer lists throughout your organization. Customer-facing staff in Sales and Service can view customer account balances and transactions without needing access to QuickBooks. You can also create marketing and promotional activities based on sales data pulled directly from your accounting system.
Legrand CRM 5.0 gives you the power you need to manage your customers and grow your business.
Legrand CRM 5.0 Key Features:
• Centralized customer and contact management
• Complete customer history including phone calls, meetings, emails, letters, service and purchases
• Full group collaboration including group calendars, event scheduling and task assignment
• Seamless QuickBooks integration gives you easy access to customer's purchase and payment history. You can set different permission levels to control access to confidential information.
• Sales management with multiple sales processes, forecast generation, sales pipeline, graphical sales analysis and comprehensive reporting
• Plan and implement targeted marketing campaigns, track results and analyze ROI
• Send personalized email messages to groups of customers and prospects
• Detailed reporting on customer and staff activities
• Transfer emails, contacts, calendar events and tasks from Microsoft Outlook
• Import leads directly from your website, automate email reply and follow up task scheduling
• Remote access and synchronization
• Easy and fast to install
• Complete security and data integrity; full control of user permission levels
Download a free 30 day trial version from www.legrandcrm.com now!