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Customer Relationship Management

The SoftEx CRM inplementation consists of a fully-integrated suite of web-based tools for Customer Relationship Management (CRM), Sales Force Automation (SFA), and Business Intelligence (BI) tools.
Use it to integrate and manage your sales, service, and marketing data in a single information store. The SoftEx implementation has the enterprise capabilities to become a single system of record for storing activities, files, and other interaction data with your customers, employees, partners, and prospects. And, it is easily extensible to support your own processes and procedures for interacting with and supporting your customers.

Why does a SoftEx CRM implementation make sense for so many businesses?  Here's some of the features that our community likes:

  • Low infrastructure requirements
  • Community-driven Open Source
  • Enterprise-friendly licensing terms
  • Clean data model for easy integration and migration
  • Configurable, integrated workflow engine
  • Configurable look and feel (themes)
  • Translations for more than 20 languages
  • Role-based security
  • Database independence
  • Shared calendar
  • Plugin architecture for seamlessly integrating add-ins
  • Extensive search
  • Document management
  • CTI and email integration
  • Relationship tracking
  • Customizable views
  • Business intelligence

...and many others. Check it out for yourself and see!.

For an online demo, click here (username: user1; password: user1).

 

 
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