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  • The CRM problem
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  • Sync with Google calendar
  • Sync with MS Outlook or Blackberry
  • Web to lead
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  • Unrestricted data collection
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  • A step beyond standard CRM
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Client Liaison

Maximize your revenue potential through pro-acive client liaison. Regular client contact will ensure that you retain your clients and keep your brand alive.

Call management

Who do I need to call today? CallPro CRM presents a list of the clients that are due to be called - today. This list can be filtered by any available data within CallPro CRM. For example, for a car dealership the list may be filtered to show all clients whose service is due in the next 30 days. By pro-actively calling the client you will be able to make sure your client uses your services instead of your competitor.

Email and SMS text

Follow up your calls with an automatic email or SMS text message; or even just send the messages - in bulk, individually mail-merged.

Client information

All the relevant information required when calling your client is presented on one concise page. This allows the caller to be more efficient by not having to search multiple systems for the information.

Call-back management

To ensure that no call-backs are missed, you can either view a list of call-backs due "today", or set CallPro CRM to present call-back records at the time they are due - automatically.