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MINi CRM

Customer Relationship Management (CRM) applications are specilaized applications that help service-providing companies and establishments to track and maintain all the services and follow-up actions actually provided to Sheri clients. In their simple forms, CRM applications offer databases to store the complete contact information of each client or potential client, and keep a complete history of all the activities that the company's representative did with this specific client, including and not limited to, quotations sent, deals closed, received inquiries...etc.
 
Acorna's MINi CRM is a light-weight packaged application that provides the basic features and functionalities of CRM applications, in a user-friendly reasonably priced desktop application. Acorna's Mini CRM supports Multi-Users, and it can be installed on multiple PCs with a shared database to store, and manage contact information and to track follow-up actions that have been taken with the clients like sending Fax, sending Email, Phone Calls, Visits, Sending Proposals, … etc. Acorna's MINiCRM has the facilities to search and classify the customers and to track the activities and follow-ups of each customer where the system stores the date and time of each follow-up, the person who perform this action, a description of what has been done with possibility of attaching a file with the follow-up like a copy of the proposal which was sent. The system also allows planning of the future tasks that the user wants to remember in a specific date to be able to follow-up then he can perform the task or postpone it or delegate it to another user to perform this task.

The system has several reports that help decision makers to evaluate and enhance their activities with clients. The reporting system provides information on the follow-ups conducted by a certain user during a certain period of time, or follow-ups that have been conducted on a customer or more regardless of who do it, or a specific action of follow-up during a certain period. A rich of a various statistical charts also can help the decision makers to evaluate the efficiency of the whole process to improve the sales and marketing processes in their firms.  

 


Features:

 

 

1. Easy to Add/Edit/Delete Contacts.


2. User oriented screens where no menus are used and the screens are opened according to the functionalities.


3. Dynamically displays a list of new tasks and the details of each task.


4. A complete administration module that enables the administrator to add, edit and delete users.


5. Two types of users can use the system, where normal user cannot add/ edit/ delete users, and cannot view the follow-ups of other users.

 

6. Simple archiving system to archive the documents related with certain action (follow-up).

 

7. A rich reporting system with dynamic filters and various charts for statistical data.

 

8. Audit trail to track all transactions.

 

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