Create accounts for customers and suppliers, recording complete information including type, industry, status, rating, order defaults and primary and associated contacts. Powerful reports allow you to view transactions associated with accounts and their contacts.
Build a 360° view of your contacts, including a comprehensive billing and delivery details, interactions, transactions, marketing and service history. Profile your contacts likes/interests for powerful marketing segmentation..
Make sure your business runs like clockwork by building activities into your calendar, applying activity owner, priority and notes. Never miss a vital opportunity and keep an audit trail of customer interactions.
Notes can be saved against all entities, so no matter who in your business logs on, they will always have the most up to date data on your contacts, accounts, products and more.
Never miss an opportunity, by applying opportunities to a contact or account, with a reminder and notes to follow up. You can create pre-defined activities, capture information, and assign sales teams. Relate sales quotes, emails and documents and analyse opportunity results.
Create a Quote for your contacts or accounts that can be easily amended and converted to an order.
Make your email and SMS campaigns more effective to drive sales. Create marketing campaigns that can be dynamically targeted to contacts who fit the profile, with powerful reporting and analytics to measure campaign success.
Provide your customers with personalised, branded Loyalty Cards they can scan at retail QPOS. Track order history, configure discounts or points, all integrated into the Qdos CRM to make sure your best clients keep coming back.
Create membership profiles to reward your clients and data-mine their details and transactions.
Manage all aspects of events, including standardised procedures through activity plans. You can manage date, time, location, budgets, actual costs, guest list, invoicing, payments and post-event analysis.
Single-point entry of service request means customer service, sales and technical departments are aware of customer requirements immediately. Direct a service request to a team or team member to make sure your customers are service in a timely manner.
Email is integrated into Qdos – simply view the email dashboard for incoming/ outgoing/ sent email, features thorough email composer, spell check and autocorrect. You can view individual or team emails.
With Outlook Integration, you may never need to leave the Qdos application. All the familiar Outlook features are available in the CRM.
Save any document to Qdos, whether to a contact, account, product and more. Safely secure for quick retrieval by anyone in the team.