Free CRM Account Management
CRM FREE allows you to easily add accounts and view their data. Accounts can be companies or individuals you do business with. Each account can have multiple contacts that belong to it. You can add custom fields to contacts if there are other data points you want to keep track of. From an account you can enter and track sales as well as customer service requests and support tickets.
The most important part of any crm is knowing what was said and done, by who, when and what needs to be done next. CRM FREE makes this easy with the notes and tasks / calendar section on the account record. See a complete list of all the notes entered, by who and when. Check the tasks to see what needs to be done and who it is assigned to and check what has been completed already.
From an account you can enter sales and opportunities tracking through he sales process with a value and probability to close. Each sale has its own notes, tasks and files. You can create customer service and support tickets. Each support ticket is assigned to a user to handle the request, has it's own notes, tasks, status, files and more. You can easily view older tickets to help quickly resolve their request.
Account & Contact Management
Accounts
Contacts
Grouping
Import & Export
Sales Pipeline & Tracking
Sales CRM
Sales Tracking
Sales Dashboard
Customer Service & Support Software
Customer Support CRM
Case Management
Service Level Agreements
Calendar
Adding Tasks
Calendar & Task List
Custom Fields
API for Developers
Document Storage
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