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Client Management
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Client Management
WebCRM4’s Client Management application can be fully customized and scaled to the needs of your business. It is used to manage store and process information about your clients and helps users to easily access and search a client’s details at the click of a button. Our application is networked and can be used by multiple users.
webERP4 E-Mail management
Key Features
1 Add / manage clients and their information
2 Categorize clients as permanent or temporary
3 Group clients by their relationship and profile
4 Save clients’ projects information
5 Accessible to employees who interfaces with the customer
6 Saves client notes and appointments
7 Reminds or send alerts of client appointments
8 Search clients’ information in alphabetical order
9 Search client information by company name, contact person name, email or domain name
10 Shows total number of clients
11 User can suspend a client or inactivate client information from the application
12 Client quotations and invoices are saved and viewed in PDF format
13 Client information can be edited, viewed and copied
14 Follow up information can be viewed
15 Instant messaging via email / SMS through this application
16 All Clients can be managed as ‘Active’ and ‘In-Active’
17 Clients website URLs can be saved and viewed
1 Easy to use
2 Need minimum expense and training for non-computer savvy staff
3 Convenient to save all your clients information at the press of a button
4 Accessible to employees who interface with the customer
5 All client-related information is saved in one application
6 Helps the organization to become customer focused
7 No need for a full time administrator
8 Ability to add clients, easily and flexibly
9 Fully customizable and scalable
10 WebCRM4 applications are web-based and accessible anytime and anywhere in the world
  • "WebCRM4 is an advanced software application that works as a comprehensive and one stop solution for all your business development needs"
  • "Total business solutions in Information Technology. This application makes the marketing management easy as never before"
  • "This Service is to save your time and ease your procurement process."