CRMactiV is a plug-and-play web based solution enhancing customer communication, improving customer relationships and attracting new customers.
If your business needs to get closer to customers, handle changing economic conditions, provide dynamic reporting to make strategic decisions with real-time data then CRMactiV will seamlessly align to your business.
CRMactiV offers a user-friendly implementation as all the set-up of tables, fields, relationships, forms and views is already completed for you. If a further bespoke solution is required, developers are able to enhance the customisation of forms and views through the intuitive Graphical User Interface.
CRMactiV security is handled by integrated Windows authentication and supports Single-Sign-On using the details stored in your domain making administration very easy. Roles and business units defined by an administrator allow for multi-level access to everything stored in CRMactiV. CRMactiV is fully integrated with Microsoft Outlook for filing emails and Microsoft Word for merging forms.
Key Features
Workflow
Document Retention
Email
Tasks
Appointments
Scheduling integration with Outlook synchronisation
