The new Client Relationship Management (CRM) application provides new insights into your client relationships, especially new business clients and prospects.
· CRM tools allow you to track communications and activities with current and future clients.
· Company profiles store identifying information on your clients and prospects for analysis.
· The activity summary provides an interactive tool for tracking current status and all activities.
· Enter and track the value of the business you are working toward using Opportunities which are automatically converted to contracts when you win the business.
· Contracts store agreed upon rates, fees, reporting schedules and other details.
· Advantage sends you reminders when contract renewal dates are approaching and when required reporting is due.
· Scheduled Activities such as calls, to-dos and meetings can be added to the calendar by client or project so that you can track your activities. Scheduled activities are accounted for in overall workload calculations. Time can be recorded with a single click.
· Designed for prospect focus in mind where there’s a clear interest and ongoing communication with the prospect. It’s not designed with a lead focus, e.g. it’s not designed for mass-email marketing blasts.
