Customer Relationship Management
Masterplan CRM allows you to take charge of every aspect from interaction with your current customers to ensure quality customer service to generating new sales leads.
Campaigns
Organize your marketing activities, budget and results. Sales Orders and Quotes can be linked to a marketing campaign to help track your ROI.
Custom Fields
Custom fields can be added to the screens and are availble for reporting. Learn more by navigating to the Developers section.
Leads
Efficiently follow up and track your lead activity. Leads can be easily converted into a customer account for order processing. Search for other leads within a certain mile radius.
Opportunities
Track the progression and stages while following up with your prospective customers.
Tasks
Follow up tasks and reminders help you stay on top of your sales pipeline.
Contact us today to learn more.
Thank you for giving us the opportunity to demonstrate how we can help your company increase productivity and lower costs.