Tel: 01925 751100

CRM Customisation

The standard CRM system allows general customisation to match your business requirements. You can customise a lot of elements in CRM such as the tabs, fields, page layouts and even hiding tabs or fields that you don’t need. A real strength of CRM is the ease in which it can be customised to fully suit your business

Customise entity forms – this allows users to create view or edit entity records. Use the form designer in the customization tools to create and edit

Customise dashboards – Dashboards provide a snapshot of your data in various forms by presenting data from charts, grids, IFRAMES and Web resources.

Customise templates – Create customized email templates and mail merge templates. (Customising is a powerful way of achieving a successful CRM system)

We can perform any of the above for you and also offer more complex development including complex workflow processing, system and web integration. It is possible to automate a number of your sales processes and provide clever automated responses

Batch Recorder Location Recorder SAGE
50 & 100
Act by Sage & Spindle by DraycirAct by Sage & Spindle by Draycir
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Find Us

Berkeley House
Whitbarrow Road
WA13 9AR

Tel: 01925 751100