Description
Key Features:
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Manage the whole sales cycle with CSIManager
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Create/Manage/Track all activities with an account or contact.
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Easily organize the contacts under each account.
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CSIManager allows multiple contacts under each account facilitating easy management of contacts.
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Automatically track all activities with your contacts and enter notes about your sales calls so you have a record of all conversations and activities.
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Send and Receive Email messages from within CSIManager. This facilitates the application to keep track of your email communication.
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Attach multiple files to your emails
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CSIManager helps you stay productive when on the road.
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CSIManager uses the concept of Replication to replicate data back and forth from the laptop.
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Share information on your contacts based on level id.
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Synchronize data between multiple databases.
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Keep track of appointments.
Benefits:
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High level of Security.
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Ease of use and very familiar windows interface.
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Forecast and track sales opportunities to effectively manage your sales pipeline.
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Generate reports easily to show the sales pipeline and closed sales within a specified timeframe.
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Uses Client/Server Architecture which facilitates scalable solution for the whole enterprise.
