CRMWerks is simply the most productive customer database and prospect management system – no ifs or buts about that.
- CRMWerks is very very fast.
The key to working with a CRM is to get to records quickly and easily; and then be able to update the information with notes, history, calendar events, quotes and anything else of importance.
FilemakerGo is a free App for the i-Phone and the i-Pad. This allows live access to the database while connected to the internet.
FilemakerGo and laptops can also hold a local copy of the database to use when not connected to the internet. This can then be synchronised when connection is established.
- CRMWerks runs on MACS and Windows machines – even in a mixed system.
For example, the database can be located on a Windows Server and accessed with Mac and Windows Based computers at the same time.
- Everything is done internally and comes standard
No need to use other programs like Outlook or Word.
- Complete reporting capability
Meaningful and customised reports can be created . This will depend on the business information and planning requirements
- Prospects and sales tracking
Reports can be customised to suite your needs
Every business has unique needs – these can usually be met with the power of this program.
- All in one environment
Quoting, invoicing, email, SMS, faxing, word processing – all built in.
Based on Filemaker, a most powerful database system used by many millions of companies all over the world.
Backups processes can be set up to run hourly, daily, weekly and monthly, to local or offsite facilities – all run by the system. And it can report back as soon as a backup has been made.
Our solution can grow with your business.
Can integrate with just about any other database or accounting system.