The CRM application includes all the core functionality required of a basic customer relationship management system by providing a central place for all of your sales, marketing, and support representatives to access and manage customer Accounts, Contacts, Leads and Opportunities.
Also included in the CRM application is a Leads portal which you can embed into your website to accept lead submissions from visitors to your website. Configure as many different leads portals and pages as you want to manage all of your marketing campaigns. Lead records can easily be converted into Account records as needed by using standard conversion mapping functionality.
As with any other Progress Rollbase application, CRM can be fully customized and extended to meet the needs of your organization.
The Order Management application allows you to manage a catalog of products and related information such as unit price, product details, etc. Products can have full-size pictures as well as thumbnail snapshots for easy browsing, and product information can be exported to product data sheets based on MS Word templates.
Product Quotes can be generated quickly and easily by any members of your team. The Order Management application can generate professionally formatted Quote documents via Excel and HTML templates which can be printed or emailed directly to customers.
A Product Catalog portal is also included with this application allowing you to embed an online product catalog into your website for users to browse your products and download product data sheets.