Client Relationship Management - Deskflow

DeskFlow Enterprise has superb client relationship management capabilities: it tracks all interactions and communications with clients, prospects and contacts. Complex corporate, business and personal networks and relationships can be created, and used for marketing and sales activities. Workteams within you organisation always have up-to-date information available, and can work from the same page. Group diaries and calendars keep all tasks and appointments on track. Integrated email and documents makes it easy to communicate with clients.

• Record and view complex organizational relationships & structures
• Clients and organizations can have multiple locations/addresses
• Current and past employee lists for each company or client
• List Job Orders and Search Projects underway or completed for Clients
• Physical and mailing address for each Company
• Employees can be allocated to any company address, or moved between addresses.
• Mutiple NAISC codes for companies for industry categorisation.
• Assign user-defined Region Categories and Codes to Client addresses
• Multiple, searchable aliases for company names provides flexible name searching
• Reps. and consultants can be assigned to Companies
• Delete & merge duplicate companies or multiple duplicate companies
• Create and track correspondence to companies
• Record all activity history for companies
• Create Marketing Call reports and follow-up schedules
• Search, filter and browse companies by selectable criteria
• Create client and prospect marketing lists.
• Create selectable company reports
• Track aged accounts receivable by client