Phocas CRM is a unique system for sales reporting and managing account and business development tasks. When customer relationship management (CRM) data is interconnected to actual sales information, you can view, track, and analyze opportunities and risks.
Learn about each customer's sales, revenue, and satisfaction status
Get full clarity on which actions and activities drive revenue for the customer
Phocas CRM isa unique system for sales reporting and managing account and business development tasks. When customer relationship management (CRM) data is interconnected to actual sales information, you can view, track, and analyze opportunities and risks.
Purposeful activity
There are no excuses for not entering information because it is a unique system and it is easy to realize the return of effort
Reports and analysis with Phocas CRM
Enjoy the ease of use and simplicity of the Detailed Queries and Phocas Overview Panels applied to your CRM
Make connections
Move directly from data queries or dashboards to customer-specific activities, contact history, personnel, and purchasing patterns
Get organized for growth with Phocas CRM
Get all your performance measures about customers, sales, inventory, location in one place. Get a single source of customer, account, activity (meetings, phone calls, visits), information and business campaigns (promotions, product launches, events) along with actual sales figures to align everyone's efforts toward growth.
Customer information
For account managers, sales and BD, for team directors and, of course, for entrepreneurs who want a direct position on the status of their precious accounts. With Phocas CRM toskise sales history, comprehensive account, and contact details, make it clear what the team should do next with schedules and tasks that have customer loyalty at the heart of the activity.
Options for everyone with Phocas CRM
No more databases in silos - no more spreadsheets - no more: " It's all in my email / calendar ". As far as CRM is concerned, limited visibility and letting managers run their own store really have their drawbacks. This is CRM that makes it easy to input information and is designed so that everyone has a meaningful view of what's really going on.
System requirements:
CPU: 1.8 GHz dual core processor
RAM: 2 GB
HDD / SSD: 50 GB of free space on the main drive
Operating system: Microsoft Windows 8 32-bit, Microsoft Windows 7 32-bit and Microsoft Windows Vista 32-bit
Resolution: 1024×768
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