Key features

 

  • Tracking of information
    Tracks quotes, jobs, orders, invoice payments and deposits.
  • Activity logging
    Log emails, calls, meetings.
  • Call Centre Management
    Integrated call centre management for date and time stamped calls.
  • Sales Opportunity Management
    Convert sales orders or change to lost status with a reason.
  • Knowledge Base
    Maintain a business knowledge base with FAQ's.

 

Ostendo's® CRM Overview

 

Manage every aspect of your customer relationship from prospect to customer, quotes, job and order tracking, invoice and payment history to activity logs for emails, calls, meetings etc with Ostendo's CRM.

The customer database tracks multiple contacts and delivery addresses, head office billing information, job and invoicing requirements, and so on. An integrated call centre management system gathers date and time stamped customer calls and initiates service level agreements and resource activities to monitor and progress the customer call through to its conclusion. Phone systems can be integrated with Ostendo to automatically create call centre tickets with customer records attached.

Combined with dashboards, pivot tables and customisable grids, Ostendo® a flexible CRM that can easily be deployed through your organisation.

To find out more about how Ostendo® can help your business, phone 1300 720 767 or complete our online form and one of our team will be in contact with you within 24 hours.