enSiteCRM© Customer Relationship Management Features
Organize contacts into groups, manage customer, communication and activities. manage contacts and customer information, communication, activities. Easily link your records to gain complete visibility into activities and interactions at all stages of the customer lifecycle.
Give your customer the flexibility to communicate and submit inquiries and service request through their preferred method and respond faster exceeding your customers expectation from anywhere at anytime
Workflow Automation & Task Management
Improve productivity with automated workflows and tasks management customized for your organization. Engage your employees at the right time removing guesswork as to who and when to interact with leads, customers and service requests.
Track, manage, upload and store documents independently or associate with contacts, cases and accounts for ease of reference contained in a single location accessible by team members. Documents can be versioned, categorized and given a status (i.e. draft, final).
Activity & Calendar Management
Manage your time by scheduling meetings, calls, and tasks. Optionally, share your calendar so to allow others to view your upcoming activities.
Robust security allows your organization to manage role based access management controlling who sees what and who can take action on what. Larger organization can take advantage of multi-tier access control at regional and departmental level.
Create and manage marketing campaigns, send out mailings, automate marketing tasks and see the results in reports. Improve your marketing, grow the interest in your product or service and generate quality sales leads. Seamless integration with leading marketing tools such as Mailchimp, Mautic and others.
Reports & Dashboards
Create insightful reports, charts and graphs and dashboard for your organization. Create customized reports for teams, departments or entire organization. Schedule reports and make accessible to individual or teams as appropriate.
Manage and qualify leads, manage opportunities, track activities and enable comprehensive view of all accounts, contact, open/closed opportunities and more to drive increased value. Real Time dashboard reporting gives your Sales Teams visibility of key insights and the sales pipeline along with customize reports. increased value.
Our Rest APIs and Import templates allows you to seamlessly integrate enSiteCRM with other software in your company, creating a highly efficient and robust solution environment that enables your company to focus on your core activities.
Flexibility & Customization
We realize no two businesses are exactly the same. We've developed our platform and services to be tailored to meet your specific business needs and requirements. Our solutions are easily customizable from the basic addition of fields, to customized workflows, emails, tasks management, notification and many more customized features.
enSiteCRM platform runs within EnTek cloud environment with managed physical computing infrastructure, softwares, data center and network connection. We provide 24/7/365 monitoring. There is a zero foot print and investment in technology infrastructure required by your business to use the application.