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Contacts Management

Enables management of your contacts effectively with the history of all negotiations, phone calls, tasks, meetings, emails and documents. Increases your contact's 'wow' factor and loyalty with your company by a personalised approach. The Terrasoft CRM powerful search engine helps you to track down key information quickly using various characteristics.

Accounts Management

Accumulate all your accounts and opportunities in a single database. Maximise team selling effectiveness by combining all account data in one place. This includes orders, contacts, tasks, emails, files, comments. Segment all your accounts by groups and categories.

Sales Management

Capture and reference key information relating to sales opportunities. Forecast revenue and measure sales process effectiveness. Track opportunity status and dates. Analyse sales by manager, product, customer segment. View all actions, mails and documents related to sale.

Tasks Management

Manage schedules and keep track of activities and events for multiple users. Track phone calls, meetings, to-dos, events, and literature requests. Monitor the work schedule of your employees. View all tasks per sales opportunity, account or contact.

Campaigns Management

Plan and track your marketing campaigns Analyse campaign results Compare campaigns effectiveness Optimize your marketing expences

Products Management

Accumulate all your product information providing and maximising all product sales opportunities. Maximise team selling effectiveness by combining all contacts to products.

Analytical Reports

Build any report needed with report builder. Analyze the effectiveness of your sales team. Generate activity reports. Analyze sales forecast and results. Export data from any grid to MS Excel or HTML.

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