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QuinataCRM Features

QuinataCRM Features

  • Stores the customer’s name, and as many addresses, phone numbers and email addresses as you wish.
  • Allows you to set up relationships between contacts – for example to associate staff with customers or subsidiaries with a company.
  • Every customer can have one or more categories which can be used to record the type of the customer or the relationship you have with them – e.g. customer, prospective customer, retailer or supplier.
  • Automatically files all emails sent to or from a customer.
  • Provides a way to store all documents associated with the customer allowing you to maintain a single document store for everything associated with the customer.
  • Allows you to generate mail merged emails, letters and documents merging the customer’s details into standard templates.
  • Stores notes relating to a particular customer, such as phone calls, meetings or discussions.
  • Set actions relating to a customer, for example to contact them at a particular time or a one off or repeating basis (e.g. one off, daily, weekly or monthly).
  • Store details of appointments with a customer and share these via calendars.
Get more information on QuinataCRM and how it could help your business

QuinataCRM  CRM

Small business CRM Systems and Customer Database Software

 Quinata Limited, 26-28 High Street, Graveley, Hitchin, Herts SG4 7LA
Phone 01438 361547 Fax 01438 894607 Email info@quinata.co.uk

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