Client Management System is an on-demand, user-friendly application, compatible with basic system configurations. We suggest you take a look at the system requirements, listed here.
| Operating System | Windows, Linux and Mac OS X |
| Web Browser | Safari 4 and above Chrome 17 and above Firefox 17 and above Internet Explorer 9 and above |
Note for Internet Explorer 8 users:
In any business environment, there are terms such as Leads, Clients, Library, Marketing etc. Following are the list of such terms and their definitions as used in CRM.
| Leads | Clients |
| Leads are the unqualified contacts or sales opportunities in your business. They are the raw details gathered about individuals or representatives of organizations collected from trade shows, seminars, advertisements and other marketing campaigns. A lead goes through the follow-up process by sales reps and when qualified, they're converted into an account, contact and potential (opportunity) in CRM. | Clients are the people in an organization with whom your company has business communications in pursuit of business opportunities. Some of these contacts may belong to different departments in a company or multiple clients of the same company. CRM contacts are typically converted from qualified leads, imported from an existing list or added individually based on the business relationship with the associated company. |
| Reports | Marketing |
| Reports in CRM, provides the platform to generate powerful reports in minutes,with no IT help. It is on-demand reporting and business intelligence solution that helps you get new insights on your business information through its powerful and flexible online business intelligence engine. | Marketing in CRM, provides a platform to organize and record the overall cost for marketing campaigns. It helps in marking the various stages, importing targeted contacts, associating all the tasks, events, and calls related to the email marketing . Also, it gives a detailed view of all marketing campaigns an individual customer has been a part of. |