iCRM system allows your sales team to coordinate their schedule with customers. The system will always be updated in real time so your employees who are always on the go can keep themselves informed of their meeting schedules, deadlines or personal events through their smartphones (compatible with Android, iPhone, Windows 8 and Windows Mobile). CRM Malaysia helps you to do it all.
In this tutorial, we would like to show you how to display case and task in your calendar.
iCRM has a great calendar tool to help organise and follow-up schedule your daily, weekly or monthly sales. For example, customer meetings, calling customers and more. This online calendar will keep you connected to your customers. Even you are on the road, you can still keep track of your events, task and cases so your employees will not miss another event again.
For your convenience, our CRM Malaysia system provides a calendar in the homepage to show your service record and reminder to remind user. If you have an upcoming task, email or SMS reminders will be sent to your employees to keep in mind on their critical meetings or events. Similar alerts can be sent to customers as well to remind them.
Below is a guide to how to add service record and reminder into your dashboard calendar.
Sometimes, the task template that we have created, needs to be edited to accommodate the various tasks that we will be assigning to the case or due to additional tasks in the template. CRM Malaysia is able to edit the created task templates to suit your company’s needs.
Below is a simple guide to show you how to edit the task template.
Our online CRM system is capable of uploading your CSV file simultaneously which contains all of your clients details. Through this method, you can create a large group of contacts quickly compared to inserting it manually, one by one.
Below is a simple guide to show you how to upload file.
By using CRM Malaysia system, you can send your contact Vcard via bulk email or Bulk SMS. This function created by iCRM team allows you to keep in touch with customers, employees or team members with this SMS or bulk email service. You do not have to manually send out Vcards through your mobile every time meeting a customer.
Below is a guide on how to send contact Vcard.
