Streamline customer management? Ramp sales?
A simple to use monitor allows you to track your ‘to-do’ list and “hot” deals. Imagine all the answers delivered at the right moment. Be a frontrunner with the best CRM practices.
Follow up on Opportunities
For each opportunity save each step until you close the deal.
For each opportunity, save its status and probability of success. Define the possibilities and keep everyone in the loop.
You can also allow a Status to close an opportunity, which will automatically spare you from doing that task.
The system saves each change of status, so you can have metrics that play out the process for you.
Know who you’re running against on each opportunity.
All your Leads in One Boat.
Save and update every lead contact information.
Buy a database, import it and work on it here, by creating activities for each contact and keeping every lead under control.
Convert to Account
When the deal has been closed, just convert your lead into an account with all information previously created.
Accounts and Contacts
Keep a file for every company you do business with. The power in knowing it all (about your customer)
Know the right people and keep them on speed dial. Your contacts and who you talk to, to keep your customer relationship up-to-date.
Activities and Appointments
Set your appointments, add-in other users and book the venue for the meeting.
For your eyes only! Keep your private appointments…private!
PHC FX warns you of overlaps and conflicts between appointments.
Save everything you do, e-mails, calls, or anything you think is important.
Save every task-related opportunity, account or contact. Know what you have to do, always.
Proposals and internal documents
Create your Quotes, Budgets and, if you have PHC Business FX or PHC Billing FX, create Proforma Invoices.
Duplicate and avoid entering the same information twice.
Connection to Opportunities
Connect a document to an opportunity and keep a finger in every pie.
Choose the image that fits your company best.
Be your own Picasso
We don’t take it personally if you prefer to draw and design your own reports and make them your own. Get in touch with your creative streak.
Create electronic newsletters and custom emails on your own. Your customers will love them.
If you know HTML, PHC CRM FX allows you to build and send newsletters.
Use your leads, account and contact information. Create filters for sending customised messages and send them all at once.
At any moment, see all the newsletters sent to each contact. Everything is recorded on the account and contact file.
Analyses and Monitors
Hundreds of customisable analyses, to control business indicators and monitoring the performance of each sales rep or the team as a whole.
Centralise information on monitors, imagine it as any normal site, click to see more data and browse to the information detail.
To keep things in tune with your software areas.
The holiday table alerts you for public holidays when you’re making appointments or creating activities.
Once you’re done, the system suggests your following steps. And you can personalise the most logical steps for your business.
User management with access and passwords
Have the number of users necessary and define what they can see.
Have licenses for the number of users that use the software simultaneously only.
Desktop and information panels
Have shortcuts on your desktop and drag information there to have what you use most on hand.
Favourite and recent actions
Save recent actions on each form to speed up task completion.
Quick links and recent forms
Drag a favourite action to the shortcut bar and keep it a click away.
Be your own Picasso
If you want to personalise the documents you can draw your own. Brand your proposal.
With different companies, just choose which one you want to work with when you login.
Choose a PHC FX database in English, Spanish or Portuguese. Different users can use their own language.
A start-up assistant streamlines the initial configuration of data so that you can start working seconds after you subscribe.
Delete several records
Delete a set of records of a table. This is great for data import of external files. If needed, throw in the towel and start again.
Backups…always. We take care of them but you can do your own and save it on your local drive.
Integration with PHC Business FX and PHC Billing FX
If you use PHC CRM FX together with the customer area of PHC Business FX or PHC Billing FX, integrate the system into several areas, for example, share the salesperson file, transform quotes into orders or invoice a customer, convert an account to a customer, and much more.