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CRM Solution

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Product Specifications:
DBP CRM is a complete CRM solution that manages pre-sales and tracks the interaction with every contact all in one place. It manages all communication in different ways such as emails, phone logs, meeting notes and faxes. The user-friendly interface allows ease of operation.
  • Track organizations/individuals.
  • Manages dynamic contact relationship.
  • Track details of every client relationship, including all sales lead, quotation and communication.
  • Creates, prints and email electronic product catalogue on the iPhone/iPad.
  • Creates email campaigns to promote business.
  • Processes name cards collected from marketing activities in a batch.
  • Calculates markup and profit margin for quotations speedily.
  • Email quotations with pre-selected documents (e.g. product images, specification, etc) auto attached.
  • Produces a variety of reports, such as marketing activity, sales leads and quotation.
  • Stores unlimited names, phone numbers, email addresses, documents and more.
  • Views addresses and websites with built-in Google Map and web viewer.
  • Stores all product data and related documents.
  • Imports contacts and products from Excel.
  • Checks and files incoming emails by client automatically.
  • Composes and send emails easily with email templates.
  • Sends follow up tasks/reminders with attachments.
  • Views pending tasks and unread emails.