ExcelerateCRM encompasses all the basic features that you would expect in a CRM. Unlike others, ExcelerateCRM makes the process of adding contacts, organisations, tasks, notes, files and sending/receiving emails easy.
Access your contacts, organisations, sales opportunities, marketing campaigns and events quickly without having to search. Simply specify which record you want to access swiftly and it will be on your Dashboard.
Simple to Use
This CRM requires little or no training. We understand the time and cost constraints of training staff. Besides; a CRM system doesn’t need to be complicated. You can get up and running with ExcelerateCRM in minutes.
This feature allows you to group contacts, organisations, sales opportunities, marketing campaigns and events. It serves as an effective search method too; one click and you can display records with the same tag.
Recently Viewed List
ExcelerateCRM lists the last 10 records that you access. Therefore you can jump back and forth between records without having to do a lengthy search.
The sales tracking feature is a powerful visual one in that you can instantly view a chart showing your sales for the month. This is broken down into stages i.e. won, lost, in discussion and also shows the value of the sale. The system goes further by allowing you to view sales progress in a colour coded, percentage form.