PBX-Enabled CRM (vCRM) is web-based CRM software built over LAMP/WAMP architecture and mainly for small and medium businesses. PBX-Enabled CRM (vCRM) leverages the benefits of adding more value to the end users by providing many enterprise features, such as Sales Force Automation, Help Desk, Desk, Products, Vendors, Price Books, Sales Quotes, Orders, Invoices, Reports & Dashboards, Security Management, RSS, Product Customization, and others. PBX-Enabled CRM (vCRM) provides essential business productivity enhancement utilities for Microsoft Outlook, Mozilla/Thunderbird E-mail client, Microsoft Word and Customer Self Service Portal. These add-ons enhance the user experience with PBX-Enabled CRM (vCRM).

Sales Force Automation
BroTecs CRM provides Lead Management, Opportunity Management, Account & Contact Management, Reports & Dashboards specifically useful for your organization's sales team. You can also use other sales force automation-related modules, such as Activity Management (including Calendaring), Product Management, Inventory Management, File Attachments, and others.

Customer Support & Services
BroTecs CRM provides Ticket Management, Knowledge Base, E-mail Notifications specifically useful for your organization's customer support team. You can also use other customer support-related modules, such as Activity Management (including Calendaring), Contact Management, Product Management, File Attachments, and others.

Marketing Automation
BroTecs CRM provides Lead Management, Mailing Lists, E-mail/Mail Merge templates, Product Management, specifically useful for your organization's marketing team. You can also use other marketing-related modules, such as Activity Management (including Calendaring), Contact Management, File Attachments, and others.

Inventory Management
BroTecs CRM provides Products, Price Books, Vendors, Quotes, Purchase Orders, Sales Orders, and Invoices specifically useful for integrating your organization's sales, inventory, and accounting processes and enhance the sales effectiveness. You can also use other related features, such as Activity Management (including Calendaring), Account & Contact Management, Opportunity Management, File Attachments, and others.

Microsoft Outlook Integration
Enterprise-grade business productivity enhancement add-on, BroTecs Outlook Plug-in for Microsoft¢ç Outlook¢ç users enhances the user experience by reducing the unnecessary duplication of work while communicating with customers.

Microsoft Office Integration
Enterprise-grade business productivity enhancement add-on, BroTecs Office Plug-in for Microsoft¢ç Word¢ç users enhances the user experience with BroTecs CRM by reducing the unnecessary duplication of work while creating form letters, address labels, envelopes, or catalogs.

Customer Self Service Portal
The BroTecs Customer Portal add-on extends the power of BroTecs CRM to your corporate Web site and streamline customer support & service processes. Using BroTecs Customer Portal you can integrate your corporate Web site with your overall CRM strategy. With BroTecs Customer Portal you can provide round-the-clock self-service capability to your customers so they can get solutions as quickly as possible and reduce the expenditure on your customer service centers.

Full Feature List
The BroTecs CRM provides a complete integration between pre-sales, post-sales, procurement, fulfillment, and other business processes within your organization.


Technical Specification ::

Sales Force Automation
Lead Management
Account & Contact Management
Opportunity Management
Sales Quotes

Marketing Automation
Campaign Management
Mass Mailing
E-mail Templates
Mail Merge Templates

Click-to-Call
When clicking on a phone number the pop-up window will:

• Automatically log an activity.
• Allow you to add notes to that activity.
• Display history of the contact's notes.
• Allow you to optionally or automatically record the call.
• Allow you to initialize a feature activity (call, meeting email etc.).

Reports & Dashboards
Key Metrics
Customizable Reports
20 Pre-built Reports
20 Pre-built Dashboards
Report Folders

Product Customization
Custom Fields (10 different data objects)
Pick Lists
Custom List Views
Drag & Drop Modules
Currency customization

Customer Support & Service
Trouble Tickets
Knowledge Base
Customer Self Service
Online Knowledge Base

Activity Management
To-Dos, Meetings & Calls
Recurring Events
Shared Calendar
Activity History
E-mail Notifications
Notes

Inventory Management
Products Catalog
Price Books
Vendor Management
Purchase Orders
Sales Orders
Invoices

Security Management
User Management
Profiles
Roles
Groups
Organization-level Access Control

Productivity Add-ons
Email Client
Outlook Plug-in
Office Plug-in
Customer Portal
RSS Feeds