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  • The CRM problem
  • The CRM solution
  • The best CRM solution
  • Common questions
  • Next steps
  • Appointment setting
  • Scripts & Call-guides
  • Data management
  • Flexible interface
  • Performance/Monitoring
  • Reporting
  • Secure user access
  • Powerful dialing
  • Advanced email tracking
  • Total telemarketing integration
  • Webform to lead
  • Scheduled campaigns
  • Instant opened email follow-up
  • Intelligent auto-responders
  • Newsletter signup
  • Enhanced reporting
  • Drip marketing
  • Territory assignment
  • Diary managment
  • Sync with Google calendar
  • Sync with MS Outlook or Blackberry
  • Web to lead
  • Dynamic feedback
  • Intelligent tracking
  • Efficient and effective
  • Unrestricted data collection
  • Activity tracking
  • Mail merge
  • A step beyond standard CRM
  • Website integration
  • Other systems integration
  • Accounting
  • CRM
  • Diary management
  • Postcode lookup
  • Telephony

Surveys

Ensure that a set of predefined questions are asked and the relevant answers are stored.

Script based surveys

The built-in scripting functionality is very good for surveys. With conditional branching in the scripts you can ensure that the right questions are asked. Collect any information by either ticking checkboxes, selecting from dropdowns or typing in.

Analysis

View a breakdown of answers, counts of each quesion and answer. Also take two questions and view the analysis of one against the other.

Data management

Allocate data to specific callers so they can manage their own accounts. The system allows you to very easily re-allocate data across team members. Import and export data as you need. There are several data cleaning tools, for example de-duplicating and telephone number cleaning. TPS (do not call) number screening ensures you manage your call lists effectively.

Auto dialing capability

Dial the phone using TAPI, VoIP, Skype or Vonage. The systems can be set to dial automatically for the next call (power dialing), or agents can click a button to dial (preview dialing).

Monitor caller activity

View live statistics to see what responses (call outcomes) have been achieved by caller. Also monitor the time they spend on call preparation, on call, and wrapup.

Reporting

Whether you want to track the number and value of orders or call details, the internal Report Writer enables to you choose from over 600 database fields with ease. Reports can be scheduled to run automatically, and even emailed as attachments. Use the Report Writer to export any data including all the survey answers.