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TERRASOFT CRM SOFTWARE FEATURES

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Web client
Terrasoft CRM Web provides almost the same functionality as desktop version and contains the following sections: Accounts, Contacts, Sales, Documents, Campaigns, Products, Tasks and Library. You can use the desktop and web version in the same system.

Email client
Terrasoft CRM software contains inbuilt Email client that provides complete email functionality for small business, including bulk email sending, message templates, email rules, grouping and quick search. Each message can be linked to the account, contact, document or sale.

Outlook Synchronization
Synchronize your emails, tasks, appointments and contacts with your MS Outlook. This Terrasoft feature enables you to create really integrated environment. Besides Terrasoft CRM supports IMAP protocol, so all your emails can be received in Terrasoft CRM without deleting it from your mail server. Download synchronization Guide.pdf

Customization tools
Terrasoft provides really powerful customization tools that enable every company rapidly modify all aspects of the system to fit the unique business needs. Inbuilt Script Editor, Report Builder, Filter Editor, Plug-ins support and open database add a significant value to every CRM implementation.

Automated processes
You can dramatically increase your daily productivity by automating key aspects of the selling cycle using convenient process builder. Be sure that none of your sales stages is missed. Moreover, team work becomes significantly more effective thanks to business-process management tools.

Working on the road
With the help of Replication Utility you can continue using Terrasoft CRM at home, or on the road without Internet connection. When you return to the office this utility will synchronize your database with office general database. More >>>

Remote data exchange
If you have branch offices in the different parts of the world you can synchronize CRM databases to use a single customer data source business-wide. The Replication Utility will enable you to exchange and synchronize data between remote offices by email. More >>>

Call Center
None of the incoming calls will be missed thanks to the Call Center software capabilities. Outgoing and incoming calls can be automatically processed and registered in Terrasoft CRM software to allow users concentrate on their core business. More >>>

 

Wish to discuss Terrasoft CRM features? Go to Terrasoft CRM forum.



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