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Terrasoft CRM Manager
 
Terrasoft CRM software is a user-friendly and highly customizable solution for mid-size business to enable efficient contact communications, product information, sales, projects and tasks management, with an easy to use interface and information search capability.

Terrasoft CRM is developed for small and mid-size business and have thousands of users in retail, communications, IT, business services, automotive, finances, traveling and other industries.

Terrasoft CRM is easy-to-use and and easy-to-implement. It contains all the ultimate CRM functions for sales, marketing and service. Besides, Terrasoft CRM provides functionality for time-management, project, email and documents management and can be easily integrated with third party financial software. Together with low license and support cost it exactly targets small and mid-size businesses, starving to grow.

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Features:

Web client: Terrasoft CRM Web provides almost the same functionality as desktop version and contains the following sections: Accounts, Contacts, Sales, Documents, Campaigns, Products, Tasks and Library. You can use the desktop and web version in the same system.

Email client: Terrasoft CRM software contains inbuilt Email client that provides complete email functionality for small business, including bulk email sending, message templates, email rules, grouping and quick search. Each message can be linked to the account, contact, document or sale.

Outlook Synchronization: Synchronize your emails, tasks, appointments and contacts with your MS Outlook. This Terrasoft feature enables you to create really integrated environment. Besides Terrasoft CRM supports IMAP protocol, so all your emails can be received in Terrasoft CRM without deleting it from your mail server. Download synchronization Guide.pdf

Customization tools: Terrasoft provides really powerful customization tools that enable every company rapidly modify all aspects of the system to fit the unique business needs. Inbuilt Script Editor, Report Builder, Filter Editor, Plug-ins support and open database add a significant value to every CRM implementation.

Automated processes: You can dramatically increase your daily productivity by automating key aspects of the selling cycle using convenient process builder. Be sure that none of your sales stages is missed. Moreover, team work becomes significantly more effective thanks to business-process management tools.

Working on the road: With the help of Replication Utility you can continue using Terrasoft CRM at home, or on the road without Internet connection. When you return to the office this utility will synchronize your database with office general database.

Remote data exchange: If you have branch offices in the different parts of the world you can synchronize CRM databases to use a single customer data source business-wide. The Replication Utility will enable you to exchange and synchronize data between remote offices by email.

Call Center: None of the incoming calls will be missed thanks to the Call Center software capabilities. Outgoing and incoming calls can be automatically processed and registered in Terrasoft CRM software to allow users concentrate on their core business.

Call Center features:
Registration of all incoming calls, including automatic number detection.
Collecting the information about the calling customer and the history of interactions with it.
Redirection of the call to responsible manager, or processing it according to the established rules
Automatic displaying the information about the calling customer to the operator
Automatic dialling
Displaying operator status (busy, free, pause).
Analytic reports on incoming and outgoing calls.
Call Center provides the following data about a phone call:

Start time, duration, customer phone number
All the additional information about the customer and the subject of its call is registered by operator.
 
 

 


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