Our simple web based HIPAA Compliant CRM is easy to use. Call our specialist for a demo +1 415-200-2844.
The CRM Dashboard is customizable and configurable so that you can see all of your important tasks, events, meetings, and more in real time on the main home page of the system. When you first log on the dashboard provides a customizable view of all of your sales lead and customer service information, marketing and more.
You can customize the CRM dashboard to include email campaigns and many different schedule views, task views and your call list.
The CRM Dashboard provides a real-time snapshot of your organization's key metrics. Using CRM dashboards you can easily visualize comparisons, patterns, and trends in sales, marketing, support, and inventory related data.
Each person can customize the views and dashboard to meet their needs, with quick access to all levels of the CRM, our dashboard gives you instant access to all of the important data instantly. Data entry and searching is easy from the dashboard as well as organizational communications.
Do you need the calendar to help organize your personal and company sales and follow-up schedule? Need a Group Calendar that lets your colleagues, employees, and bosses see what customer meetings you have set up today, this week, and this month? Need to set up Group Calendar events to notify new or existing customers as well as colleagues in the office or on the road? Need this Group Calendar to send email notifications so no one ever has an excuse for missing an event again?
The CRM group calendar is a great way to manage and see your schedule and your employees' daily, week, and monthly scheduled activities and customer meetings, calls, and everything else. You can track upcoming events, set reminders, create tasks and enter notes, attach files to calendar activities, associate calendar entries with one or more contacts and assign tasks to one or more co-workers. You can view events associated with your entire database or just one particular contact. The calendar view can also be filtered for yourself, any co-worker, or multiple team members. Our calendar functionality is completely integrated with the CRM system. You're never more than one click away from the history or contact information for a person or task associated with a calendar item or reminder.
Always coordinate schedules with your teams, clients and partners. Add Outlook sync, Android, Blackberry and iPhone Sync with our Professional edition. Check schedules, send meeting invites and reminders easily, takes notes and keep everyone informed with our easy to use CRM. An online calendar keeps your business connected to critical appointments, meetings and events. Share calendars with your employees, customers, and remote workers from any web enabled device. Use it as a shared group calendar to track meetings, conference calls, and project deadlines, add personal events and appointments - our CRM does it all. Our Pro version adds powerful synchronization.
The core of any CRM is contact management and organizing the people that you interact with as a customer, vendor or supplier or any other relationship. With HIPAA CRM, contacts are always individuals that can belong to companies or other organizations. Our CRM is very powerful and flexible in our approach tot he relationship of contacts and we support B2B and B2C business models and more complex ones as well.
Our Contacts section is a powerful people-tracker which can adapt to any business.
Just import any data from a CSV file or just start entering in your contacts and leads. You can customize the CRM system easily to any business by adding as many custom fields as you like. Contacts are people in the CRM system - customers, vendors, organization members - any of the people that you want to keep track of and all of your activities in our simple CRM. If you are doing business to consumer sales in products or services, you will probably spend all of your time working in the Contacts section. Contacts can be grouped together in a relationship with Companies, which can really be any type of organization and helps in B2B and can also help manage other kinds of relationships.
Contact management with a real-time, 360-degree view. HIPAACRM.com lets your team automatically share and report on contact- and customer-related activities, tasks, and calendar events in real time. Everyone gets a full and current picture of all customer records, automatically—there's no painful and unreliable synchronization required. This capability puts HIPAA CRM in a class by itself: client management software tools can't match its complete customer view or its easy team collaboration. With information-rich contact management profiles that are always available, accessible, and up to date, HIPAA CRM delivers benefits that conventional software lacks: Complete management visibility into contact and customer histories. Higher productivity. Better and faster collaboration. Minimal chance of leads falling through the cracks. Fewer manual processes; less reliance on paper and spreadsheets.
Unlike typical contact management software systems, our CRM does a lot more than merely capture leads. It moves you to the all-important next step of pursuing them in the most productive, efficient, and effective way so you can maximize their conversion to opportunities and ultimately, to successful sales.
HIPAA CRM is a cloud-based CRM solution, workgroup contact management and collaboration is much faster and more efficient.
With Freecrm.com, key account mangers, territory managers, brokers, and wholesalers can harness the industry's most comprehensive CRM tool to improve sales productivity, streamline account management and maximize sales success.
You can designate a Company as anything you want - vendor, partner, customer, nonprofit - and add as many custom fields as you want to any Company level organization. Next you can start building out your 360 degree view of these organizations by relating Contacts, Tasks, Events, Deals, Documents, and more using the relational CRM. Everything can easily be tracked at any level using our simple to use CRM; get organized today.
Tracking deals brings cohesiveness to the people who support your sales as well. The support and services staff can collaborate throughout the sales cycle to demonstrate and deliver team success in selling and servicing your customers. Now, Services and Support can help close sales stuck in the pipeline by showing their value to your organization
Deals are why you are here! In HIPAA CRM, the Deal feature set lets you manage and track your leads, applying sounds sales methodology to take your business to the next level. Deals are tracked through status, showing what stage the customer is in, in the deal flow. Such as received a quote, estimate, a purchase order or if an invoice and commission are due. The Deal feature set allows you to see if quotas are being met and also identify new opportunities within new or existing customers.
Pipeline provides tables, reports, and charts & graphs showing how your sales team and campaign are doing. By entering products and services and tracking leads you can: Create a complete view of your sales process; analyze the progress any given campaign, cycle, or employee is doing. Quantify your sales success over time
Deals are tracked through status, showing what stage the customer is in, in the deal flow. Such as received a quote, estimate, a purchase order or if an invoice and commission are due. The Deal feature set allows you to see if quotas are being met and also identify new opportunities within new or existing customers.
Pipeline provides tables, reports, and charts & graphs showing how your sales team and campaign are doing. By entering products and services and tracking leads.
Tracking deals brings cohesiveness to the people who support your sales as well. The support and services staff can collaborate throughout the sales cycle to demonstrate and deliver team success in selling and servicing your customers. Now, Services and Support can help close sales stuck in the pipeline by showing their value to your organization
Deals are why you are here! In HIPAA CRM, the Deal feature set lets you manage and track your leads, applying sounds sales methodology to take your business to the next level.
Unlimited custom fields in the CRM and more.
Setup and customization is quick and easy and you can get your CRM going fast.
HIPAA CRM has extensive setup and customization options that make it easy to adapt to any business; we can handle B2B, B2C and even more complex business arrangements and situations using the advanced features of our CRM with powerful customization options. Whether your organization is engaged in services, product sales, customer support, or multi party relationships such as real estate or automotive, our CRM can easily adapt to anything.
Add as many custom fields as you like with any type of data to be tracked, change the security settings to meet your needs and more, HIPAA CRM has over 500 setup options and customization is easy with simple click and process options. If you need a higher level of customization our Enterprise edition adds source code access and can extend to any back end, legacy or similar system with complete and total customization.
CRM Alerts and Reminders can keep everyone on the same page.
Using email alerts, SMS and screen popups as well as a real-time group calendar CRM can keep you informed.
It is important for your CRM to communicate with you not just thru the browser but also using email and SMS text messages to remind or alert you to important events, calendar items, tasks, deals - anything that might be important can be alerted.
Our CRM has many alarms and reminders which can be sent to your team or to your customers or vendors for a specific message or reminder of something important. Using our powerful group calendaring and scheduling is great with our smart alerts and reminders which can keep everyone on the same page and never late for an important meeting.
Filtering data and viewing data in a custom view makes CRM seem magic.
Using our powerful view customization and saved searches, you can easily filter and view the important stuff in the CRM.
Every business is different and with many different roles at your organization, everyone needs a customized data view and filters or saved searches so that the important stuff is easily visible. CRM has custom views and saved searches as well as our powerful Shortlisting feature which lets you and everyone in your organization customize the data views so that everyone can see exactly what CRM information is important and integrated in the main views.
Using our powerful filtering and saved searches, it is easy to make any view of your important information absolutely perfect for the task at hand. Whether it is filtering all of the Leads in the system, or your existing Customers, it is simple to switch between saved searches and other filters to see exactly what you need. Combining saved searches with our powerful Campaigns makes it easy to slice and dice lists for easy email marketing and more.
Track key tasks throughout your organization - project manage and task manage with CRM.
Tracking tasks, issues, and sales gives you complete visibility into the time you and your team members are spending on any given Deal or Issue. Bring tasks into CRM and enable teamwork to better close deals and issues together. Management gets the visibility they need into quality, satisfaction and responsiveness, team members are more organized, from beginning to end, in closing business.
Because you have the ability of assigning tasks, you instantly become a better delegator without losing any visibility into the quality and service your team is delivering. CRM empowers your entire organization to work more efficiently across departments through efficient data management and reporting.
After evaluating SugarCRM, Zoho and Salesforce, the customer selected CRM Professional Edition for running the regional power and services organization based on the amount of features and value for the price as well as simple usability.
Voice CRM is the most powerful integrated CRM calling solution in the world.
Click to call within the CRM system to call any US phone number instantly and tracked within the CRM with amazing features.
Schedule calls in the CRM, assign your team, track everything. Using our powerful call scripting and scheduling features not found in any other CRM system and you will quickly see how powerful our Voice CRM product can be when every call you make is completely automated, tracked, and accountable.
Our Voice CRM product is a very powerful call tracking and scheduling system which automates call center functions and makes your people more efficient. Using Voice CRM can increase your outbound calling by 30% and reduce your bills, so grab your headset and get started today with the worlds most powerful Voice CRM system.
Advanced campaigns with email, SMS and direct mail / print.
Our CRM email functionality is not supposed to replace your current mail system or client, but works together with your existing email system to provide an automated distribution and integrated CRM system. Using your own POP account, you can distribute and track emails to customers, and with our new loyalty management feature, you can create coupons and promotions and track them as customers and their friends drive more business to you with rewards programs
Integrate your existing POP mail accounts with our application and harness the most powerful online tool in your existing email accounts. Create and manage email campaigns with mail merging ability, our systems provide integrated document management and email campaigning, surveys and questionnaires and more. Combined with our call scripting automation, email automation and list and campaign management, tools essential for making the sales process more efficient; take advantage of our powerful CRM system today.
Create email campaigns that use your own email server to create powerful and compelling sales literature; our integrated document system allows you to easily create email campaigns with your existing sales and marketing templates.
Pro Edition Only: Sync Windows & Outlook, iPhone, Android, Blackberry, Windows Mobile and Pocket PC.
Sync your data to Windows and Outlook, iPhone, Android and Blackberry devices as well as PocketPC and Windows Mobile. True 2-Way Synchronization for handhelds and mobile devices, tablets, as well as Microsoft Outlook and Windows.
Keep your PC synchronized with your CRM -- Contacts, Calendar and Tasks are automatically synchronized using our advanced CRM sync technology. Professional edition customers can synchronize Outlook and any Windows computer and more using CRM Professional edition.
After evaluating SugarCRM, Zoho and Salesforce, the customer selected CRM Professional Edition for running the regional power and services organization based on the amount of features and value for the price as well as simple usability.
Unlimited storage in our Cloud - shared documents and more integrated with our CRM.
Fully integrated cloud storage in the CRM with no extra fees.
We provide a robust document management feature that allows you to share your important documents with your team, providing instant access to all of your electronic files. Simply create a folder and put your files in it; you can even upload a whole directory structure with one simple click. With point-and-click convenience, our powerful document management and doc storage is a safe, secure place to centralize your electronic document assets. Your team can then quickly access contracts, sales and marketing literature, standardized forms, software, or any other type of file instantly from anywhere in the world.
Each member of your team can have his or her own document store, and each document can be related to a function within the CRM application. For example, a document can be assigned to a contact, task, event, or call -- assign marketing and sales information to customers to show that they have been sent information. Instantly, all of your sales and support staff have 24 x 7 secure access to all of your important business information assets. Our document management and CRM integration combines with our call and email functions for total sales force automation and customer relationship management. Utilizing the full power of CRM means total integration of the sales and support processes as it relates to customers, try for yourself and see the power that real-time CRM and document integration brings to your successful business.
CRM API and Web Forms
Use our powerful web form builder or empower your own web forms with our CRM API.
API and XML Web Services are a way that you can get information into and out of the CRM system using external methods, like a web form on your web site. For example you may have a "Contact" or "Customer Service" form on your web site, and when your customers or users enter information into these forms, that information can automatically go directly into the CRM system. Simply use our PHP and ASP enabled code templates in your site's web forms, and you'll immediately be able to capture all of your customer support and sales leads in real-time, directly in the CRM system. You can use any technology to integrate our API and XML Web Services API including JAVA and .NET/C# technologies -- we use a standards-based API XML transaction system that is easy to use and integrate. Using our API/XML Web Services, you can decrease the amount of inbound emails and capture all of your important data communications directly in the CRM system. Do you collect sales lead information on your web site using email forms? You can still get those emails, and using our API Web Services, the data can be entered directly as new contacts or companies in the CRM system. If you have online customer support forms, those forms can also be activated with our API Web Services to open support cases directly within the CRM system.
Forms are question and answer surveys. Forms can also be call scripts where data can be answered and inputted by your sales or support staff. You can also distribute the forms to clients through a URL to a webpage to get customer feedback. Form and survey creation is easy with our form builder, creating "Wizard Forms" - multi-page forms that are easy to follow and complete. Once the form is completed, you will be given a web link to the form that you may distribute.Using online forms, you can save time in multiple email and phone messaging that may take weeks; simply send a link to your prospective client or current supported customer, and you can easily qualify and route the request to the most efficient solution. The web forms / surveys feed results into a reporting system, which is presented as a table with all of the results easily displayed. You may also export the survey form results to Excel or comma separated file for import into other analysis or marketing systems.
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