PHC FX

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.

Creating leads and keeping customers happy is now easier.

  • Opportunities

    Follow up on Opportunities

    For each opportunity save each step until you close the deal.

    Opportunity Status

    For each opportunity, save its status and probability of success. Define the possibilities and keep everyone in the loop.

    Opportunity Automation

    You can also allow a Status to close an opportunity, which will automatically spare you from doing that task.

    Opportunity History

    The system saves each change of status, so you can have metrics that play out the process for you.

    Competitors

    Know who you’re running against on each opportunity.

  • Leads

    All your Leads in One Boat.

    Save and update every lead contact information.

    Database Import

    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

    Account Management

    Keep a file for every company you do business with. The power in knowing it all (about your customer)

    Contacts                                     

    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

    Schedule

    Set your appointments, add-in other users and book the venue for the meeting.

    Private Appointments

    For your eyes only! Keep your private appointments…private!

    Calendar

    PHC FX warns you of overlaps and conflicts between appointments.

    Activities

    Save everything you do, e-mails, calls, or anything you think is important.

    Tasks

    Save every task-related opportunity, account or contact. Know what you have to do, always.

  • Internal documents

    Proposals and internal documents

    Create your Quotes, Budgets and, if you have PHC Business FX or PHC Billing FX, create Proforma Invoices.

    Duplicate documents

    Duplicate and avoid entering the same information twice.

    Connection to Opportunities

    Connect a document to an opportunity and keep a finger in every pie.

    Printing Templates

    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.

     

  • Newsletters

    Custom Newsletters

    Create electronic newsletters and custom emails on your own. Your customers will love them.

    Snazy Newsletters

    If you know HTML, PHC CRM FX allows you to build and send newsletters.

    Recipients

    Use your leads, account and contact information. Create filters for sending customised messages and send them all at once.

    Interaction history

    At any moment, see all the newsletters sent to each contact. Everything is recorded on the account and contact file.

  • Analyses and Monitors

    Analytics

    Hundreds of customisable analyses, to control business indicators and monitoring the performance of each sales rep or the team as a whole.

    Monitors

    Centralise information on monitors, imagine it as any normal site, click to see more data and browse to the information detail.

  • Other Features

    Customise areas

    To keep things in tune with your software areas.

    Holiday table

    The holiday table alerts you for public holidays when you’re making appointments or creating activities.

    Next Actions

    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.

    Simultaneous Users

    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.

    Multi-company

    With different companies, just choose which one you want to work with when you login.

    Multilingual

    Choose a PHC FX database in English, Spanish or Portuguese.  Different users can use their own language.

    Startup Wizard

    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.

    User Backups

    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.

No commitments. No worries.
Manage your business online.