- Generate customizable reports to view and/or export into excels and /or PDFs.
- Configure and manage Sentrifugo’s full-featured flexible solutions that are unique to your organization.
- Comprehensive and complete background checks of your candidates using effective screening types.
- Schedule interview based on the interviewer’s availability.
- Save time by viewing important information at a glance.
- Used to manage Contracts and renewal dates.
- Record emails sent to and from customers.
- Used to create, track and issue Invoices to customers
- View the CRM on any dEvents Module
- Distribution Lists used when sending email marketing campaigns.
- Automated actions based on conditions within the CRM data.
- X2CRM ensures the most user-friendly method for automating tasks.
- It is considers marketing automation an essential component to customer engagement and advancing your customer’s journey.
- Many employees, especially those out in the field need access to accurate, real-time data concerning their customers.
- Connect your CRM to a world of external applications and interfaces using the robust X2REST-ful API.
- Role based permissions to allow/block users from accessing data
- Expose fraud trends within your banking and merchant account data
- Complies with PCI security standards and best practices
- Full access to all program features, payment processing and reporting as attrition takes place.
- Create unlimited fee schedules for each customer or group of customers
- Send and track customer fulfillments
- An intuitive user interface designed for sales. A Dashboard for a better overview of the sales activities.
- Create campaigns to automatically send emails tailored to the lead segment and activities of the lead.
- Organize sequence of activities per opportunity. Schedule activities.
- Get a clear address book shared amongst your sales persons.
- Use predefined dashboards or build your own with the advanced reporting engine.
- Dashboards gives you quick view about your members
- You can import data from a comma-separated value (.csv) file
- Visualize members’ home addresses with Google Maps integration
- Integration with MailChimp lists
- Keep track of events and member birthdays
- This feature is used to keep track of talent and the willingness of volunteers for specific tasks
IQ DESK CRM
- This view gives you valuable information in one glance.
- Here you can manage your clients records and information.
- Here you can update your employees’ information, you can also add their files such as CV or any other work agreement you have with the employee.
- Here you can properly build your quote for a project from the outset of each project or work you do.