Industries that can benefit from using the CRM System with iSMS Features

Call Centers

Notify clients on updates
Inform users on promotions
Get feedback from customers

Banks

Send notification on transactions
Payment due date reminder
Keep records of bank loans

Retail

Keep track of inventories
Provide membership benefits
Inform customers on sales etc

Courier

Store records of client details
Track parcels ordered by buyers
Record payments by customers

Service Agents

Manage customer details
Keep track of all services
Maintenance reminder

Property

Group buyers into categories
Include buyers top locations
Notify clients on properties

How do you use the CRM Software with iSMS Features?

Step 1:

To fully utilise all features provided by the CRM System, you must register at all THREE websites:

• POS Market: Register a POS System account for POS Clients to download and install the CRM System.
• iSMS: Register an iSMS account in order to send your clients iSMS texts, WhatsApp and Email messages.
• AlienVoIP: Register VoIP account to contact your customers via the Call feature in CRM System.

Step 2:

Start the POS Client application after installation. Click the “Setting” button.

Key in your POS Client Username and Password to continue.

Step 3:

Go to “SMS” tab and key in your iSMS details. Click “Save” on the top left corner.

Close window to go back to the POS Client login interface.

Step 4:

Insert your POS Client username and password then select the CRM option.

Click the Login button.

How do you use CRM Software Features?

VoIP Call Feature

Select a contact/ group. Click on the “Call” and “Reg” buttons in order to call your clients via VoIP while including remarks. View More »

Sending SMS and Email

Go to iSMS/Email > Email. Compose your message to be delivered as WhatsApp, SMS or Email. Add Attachments if needed.

Service History Report

Go to Report > Individual Service History by contact to view past services provided to a specific client.

Setting Contact Group

Go to Contacts > Group and click on “Group” tab > “New Group” button. Insert the name of the contact group.

Individual Contact Report

Select a contact from “Contacts List” and go to Report > Individual Contact to view the person’s individual details.

Item Recurrence

Select “Point of Sales Client” > Inventory > Inventory List. Select an item > Edit Item. Set Recurrence details.

Setting Membership Category

Go to Setup > Membership Category. Name the Member category and insert the amount of discount/ percentage in the required fields.

Saving Contact Details

Go to Contacts > New. Insert details and click “Save as New Contact”. Set Membership Category under “Membership” tab.