Cairo Web Design CRM

Take advantage of the fast and intuitive customer relationship management system 30 days for free! All new events (phone calls, messages, meetings) connected with a contact or company are easily logged and further interaction can be planned by using integrated tasks. Also it's easy to create and manage new customers. Existing customers can be easily imported from old CRM system or "Microsoft excel". All scheduled actions can be seen in ‘Calendar’ and in the ‘Actions’ list. Just with a click of a button from the ‘Action’ window, you will be able to access the relevant customer card and find all the information you are interested in. Work is also facilitated by the ability to synchronize the ‘Calendar’ with your other calendars (Google Calendar, Outlook calendar, iCalendar, etc.). A convenient way to run multiple sales with the same customer. From the project window, you can easily create the necessary tasks and assign them to yourself or another employee.

ProTracker Advantage Desktop provides the full-featured, easy-to-use Client Relationship Management solution that you have been seeking. It is the relationship and practice management solution for busy professionals. ProTracker Advantage is a client-centered contact and practice management system specifically designed by and for financial planning and investment management professionals. Why use ProTracker Advantage for the Desktop? Manage your Clients: Record every useful detail. Track every event in the history of your relationship--every email, letter, task, meeting, and recommendation. Create printed or electronic files of the stored information. Be confident! Manage your Practice: Set up marketing campaigns and check progress. Compute Required Minimum Distribution (RMD) calculations and track withdrawals. Modify standard workflow processes to suit your business. Monitor task completion by self and staff. Produce reports needed for regulatory compliance.