iEnterprise CRM

It is a highly configurable multi-user system that can be used by your entire organization to manage your salesforce and maximize sales. It provides all aspects of a traditional CRM including, accounts, contacts, pipeline, issue tracking, campaigns, workflow,reporting. It is completely integrated with popular small business tools such as Gmail, Outlook and QuickBooks! We also provide apps for your Mac, iPhone or Android device. In addition, it provides advanced features such as recurring revenue tracking, quoting as well as subscription tracking to automate almost every aspect of running of your business. The solution is ideal for small and medium sized organizations. Unlike Salesforce.com and other products iEnterprise CRM provides everything you need to run your business without installing third party plugins, at a fair and reasonable price.

iEnterprises – Your CRM Experts for 20+ Years

Here at iEnterprises we have been delivering intelligent CRM solutions for 20+ years.  We were the inventors of the first CRM that was completely integrated with email and calendaring.  Over the years we have won 20+ industry awards .  Most recently iEnterprise CRM was recognized by IBM for the Outstanding Cognitive Solution on Cloud.  We are proud to service hundreds of customer and tens of thousands of users globally.  We have always been dedicated to provide easy to use, cost effective intelligent CRM solutions to help our customers drive more business.

iEnterprise CRM Features and Functions:

LEADS MANAGEMENT

• Better qualify leads before they are added to your contacts database and more easily import lead lists.
• Track and log all point-of-sales prospect interactions such as sales calls, emails, meetings and other calendar entries.
• View details and monitor activities for a specific contact, company, lead, opportunity, project, campaign or event.

OPPORTUNITIES / PIPELINE MANAGEMENT

• Analyze sales trends, project revenue over any period of time, and better manage the entire sales cycle.
• Encourage collaborative selling by triggering notifications/ to-dos at critical steps of a process.
• Identify missed steps that may have caused poor sales.
• Handle requirements for different vertical markets.
• Create activity or call reports; pull sales or support data in a few clicks.

ACCOUNT / CONTACT MANAGEMENT

• Capture and share client and contact information within company.
• Get a complete view of all interactions with a client or contacts.
• Communicate with clients and contacts on an ongoing basis.
• Gain complete client level security.

ACTIVITIES

• Track and log all points of customer interaction such as sales calls, emails, meetings and other calendar entries.
• Gain a central hub of activities by linking to other databases.
• View details and monitor activities for a specific contact, company, lead, opportunity, project, campaign or event.
• Strengthen departmental collaboration with group calendar sharing.

INTEGRATION WITH OTHER APPLICATIONS

• Gmail add-on for full Gmail integration.
• Outlook plugin for full Outlook integration.
• Lotus Notes plugin for full Notes Mail integration.
• Complete QuickBooks integration for recurring revenue transactions.
• JIRA integration for support ticket tracking.
• InsideView API integration to access InsideView’s Targeting Intelligence via APIs.
• MailChimp Integration for email marketing.

CLOUD BASED AUTOMATIC DATA CONVERSION

• From Salesforce.com
• From Microsoft Dynamics CRM
• From Zoho CRM
• From Quicbooks
• Or from a spreadsheet
• Sign up and convert your data immediately

LIBRARY

• Fully integrated document library allows you to securely share documents company-wide.
• Track and store electronic documents with easy-to manage version control and access restrictions.
• Quickly index and archive documents.
• Generate Microsoft Word documents and other materials using custom templates.
• Easily view the history of all documents created.

EVENTS

• Automate the planning and tracking of all aspects of corporate events.
• Effortlessly send invitations using personal and public mailing lists.
• Maintain attendance lists; establish processes and assign and manage tasks.
• Generate and track personalized mass correspondence via print or e-mail.

CUSTOMER SERVICE TICKETS

• Use call tracking, automatic escalation, automatic e-mail notifications, and assignment pools by expertise to effectively tackle customer needs.
• Track incidents and complaints to better serve customers and maximize customer retention.
• Track calls, assign pools, and receive set up notification workflow with Help Desk.
• Generate reports for analysis.

PRODUCTS

• Easily store price, recurring revenue and other product or service information on the products and services your business provides.
• Pull product/service/recurring revenue information through to view in Opportunities and quotes.
• Keep up to date with graphical reports on most popular items.

MOBILE ACCESS

• Complete mobile capabilities for iOS and Android.