The goal of Customer Relationship Management (CRM) is to find, attract and win new customers, nurture and retain existing customers, entice former customers back into the fold and to reduce the cost of marketing and customer service. QuickEasy CRM provides the functionality which enables you to achieve these goals and to maintain long term relationships with your customers:

• User-defined fields: Record any non-standard information about customers and contacts.
• Customer Groups: Customers can be added to static or dynamic groups. Dynamic groups are based on a query and could, for instance, include all customers who have not called for quotes in the last 30 days, customers celebrating their birthday today, etc.
• Reminders: A centralised repository for recording all your customer calls, visits and incidents, a useful contact history that doesn't leave the company when your sales consultants do. You'll also be prompted to contact customers that have stopped calling on you.
• Bulk E-mail: QuickEasy enables you to send bulk e-mails or SMS's to your customer groups. Names as well as other data can be merged to ensure your customers receive personalised messages.
• Data filters: The powerful QuickEasy data filters ensure that customer queries are instantly resolved, be they related to quotations, production or accounting - all the information is at your finger tips.

One of the key advantages of using QuickEasy CRM (compared to standalone CRM packages) is that QuickEasy is an integrated system - meaning your back-end transactions are automatically integrated into your CRM system.

QuickEasy Reports provides a live window to all the transactions and communications linked to a customer. Closely watching the changes in customer trends, for instance, could alert you when you're losing a customer - often before it's too late. Following are some screenshots that illustrate the CRM functionality in QuickEasy, click the thumbnails to enlarge: