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Online CRM

Online CRM

'In-Contact' - An easy to use customer relationship management, bookings and finance package

If you spend too much time searching for customer details then you need 'In-Contact'. It will help you organise names, addresses, phone numbers, email addresses, correspondence, bookings, finances, staff, resources and SMS text messages into one easy to use system. You can easily share this information with other people you work with.

A UK business for UK businesses

A UK business for UK businesses

We are a UK company based in Essex. 'In-Contact' customer relationship management software is developed here, and our sales and support staff are all based here. This means we understand pounds and pence, VAT, Revenue and Customs, and we work in your time zone. We are an established limited company with many years of experience.

No software to install

No software to install

'In-Contact' CRM runs though your browser so there is no need to install any software.  It also means you can get to your information from any computer that is connected to the Internet. The 5 main browsers are supported: Internet Explorer, Google Chrome, Firefox, Safari and Opera and soon on mobiles too.

Not just software, a complete service.

Not just software, a complete service.

Your customer relationship management (CRM) changes as your own company changes. This means you will want to be able to change your CRM system quickly and with minimal additional cost. We charge you a fixed monthly fee and all phone and email support is included in the price, so changes need not worry you or your budget.

Online booking

Online booking

 Using your own diaries you can publish your events and courses directly onto the Internet and allow customers to book into them. All the booking details will go straight into 'In-Contact' CRM so there is no duplication. You can link this directly to your own website, and with its extensive customisation features you can make the online bookng match the style of your own website. Click here for more information.

Built in credit/debit card handling

Built in credit/debit card handling

 'In-Contact' CRM has a fully integrated credit and debit card processor, making it really easy to take card payments over the phone, in person or through your own website.er the phone, in person or through your own website.

CardSave We have partnered with 'CardSave', one of the best and well established credit card processing companies here in the UK. Not only can they provide card handling facilities through 'In-Contact', they can also provide a complete card handling service for your company at extremely competitive prices. If you want to see more of what CardSave offer, please take a look at their website at www.cardsave.net, or contact us.

'In-Contact' features at a glance

'In-Contact' features at a glance

Contacts and companies Keep track of every little detail of your own customers and companies you do business with.

'In-Contact' excels in all things booking related. If you need your customers to book into anything then 'In-Contact' CRM can handle all aspects of the bookings process. From initial phone call, finding events with vacancies, making the booking, taking payments, sending confirmation letters, attendance lists

Diaries Manage diaries for your events, courses, staff and resources . Give access to others or restrict access to certain diaries and events.

Finance No need for a separate accounts package. You can keep track of how much customers owe you, what they've paid, raise invoices and generate end of year reports for your accountant.

SMS texts 'In-Contact' CRM contains built in SMS text messaging so you can easily send messages to your customers, staff, or any mobile phone.

Staff you can organise your staff so that everyone knows what everyone is doing. Book staff onto courses, record their holiday, sick time and days off and use the staff planner to see at a glance what everyone is doing.

Email All correspondence can be emailed directly from within 'In-Contact', there is no need for a separate email program. A copy of everything that is sent is kept, so you can always see exactly what emails have been sent to each of your contacts or companies.

Reports Built in reporting gives you up to date summaries on your finances, bookings and customers. You can use the built in scheduler to have the reports sent to you or someone else on a regular basis.

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