NovoCRM Express Features

NovoCRM Express was designed to help you manage your contacts, customers and sales instantly and with ease. Manage a seperate Lead list that feeds into your Opportunitiy list. View your sales funnel as it changes.

 

Contact Management Account (Customer) Management
Keep all your contact information in one place. Assign contacts to a specific user. Quickly find any contact or group of contacts. Sync your contacts with MS Outlook. View their Facebook or Linkedin profiles. Manage your list of customers in one place. View the contacts for each customer or link a contact to multiple customers. View conversations, purchases, sales, support issues and documents.
      
Sales Management Support Case Management
Manage your leads and opportunities quickly and easily. Know your pipeline instantly and track each team members sales forecast and lead pipeline. Time to get serious about managing issues your customers have. View conversations and time spent on cases by any team member.
       
Shared Calendar Full History Log
View other users calendars and availability. View the activities for each user or for an individual. Setup and follow appointments for your sales, contacts and customers. View any conversation, email, note, meeting or phone call quickly and easily.
       
File Attachments & Uploads MS Outlook Integration
Attach any file type easily. Drag and drop supported. Sync contacts and appointments from MS Outlook (2003 and 2007). Use the NovoCRM menu in MS Outlook to quickly save an email to a contact, lead, opportunity or customer.
      
Reporting
Create quick reports on the fly. Created custom queries directly from the MS SQL or MS Access database
       

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