CRM Addon
- 5
- 25
- 2010/8/31
- United Kingdom
SilhouetteBS wrote:
I can yes and sorry for the short response originally (getting this new site live and seen has been a priority). We have developed the Sage Pay Server module (you will see it's now listed in the downloads area on this site) as well so that is also integrated. In Essence the CRM does the following but because it's bespoke it can be tweaked to suit:
Receives orders from the web and creates a task for someone to complete the job
Creates a contact record in the CRM
Has a task list where an employee can enter data relating to completing the job (in our case telecoms so quite detailed)
The ability to send pre-defined emails from the CRM when the task has been completed
CRM updates the order status on the nopCommerce site
CRM passes back Invoice PDF's into the accounts area for each customer so they can download them
CRM handles repeat payments via the Sage Module for monthly repeat orders
This can be tailored to individual requirements because our platform is very flexible, if anyone would like to discuss requirements I can be contacted via email ([email protected]) or called on (+44) (0)1256 533 333
Edit: And just to say that the CRM is web based as well so you can operate it from a web browser anywehere in the world.
We have developed one yes
Can you give anymore information on it?
Can you give anymore information on it?
I can yes and sorry for the short response originally (getting this new site live and seen has been a priority). We have developed the Sage Pay Server module (you will see it's now listed in the downloads area on this site) as well so that is also integrated. In Essence the CRM does the following but because it's bespoke it can be tweaked to suit:
Receives orders from the web and creates a task for someone to complete the job
Creates a contact record in the CRM
Has a task list where an employee can enter data relating to completing the job (in our case telecoms so quite detailed)
The ability to send pre-defined emails from the CRM when the task has been completed
CRM updates the order status on the nopCommerce site
CRM passes back Invoice PDF's into the accounts area for each customer so they can download them
CRM handles repeat payments via the Sage Module for monthly repeat orders
This can be tailored to individual requirements because our platform is very flexible, if anyone would like to discuss requirements I can be contacted via email ([email protected]) or called on (+44) (0)1256 533 333
Edit: And just to say that the CRM is web based as well so you can operate it from a web browser anywehere in the world.