Description
The ultimate CRM solution for any company that manages a sales pipeline and provides services to their customers. Manage leads, contacts, sales pipe, projects, milestones, tasks, tickets, time-sheets, and even invoice! TCM runs on a Linux web server and is accessible anywhere via web browser. UNLIMITED USERS! Price includes implementation on your web server, or a server/domain of your choice.
Single System Streamlines Sales Success
Total Customer Management (TCM) incorporates functionality for CRM, CMS, Project Management, Ticket and Bug management, Timesheet, Time-on-Task, Invoicing and much more! Still using email to manage your leads, sales and project tasks? Our web-based Total Customer Management solution replaces Salesforce.com, Microsoft Project, Excel, custom issue and ticket tracking software, and Quickbooks for invoicing – all in one integrated package. Seamlessly transition information and history from lead to opportunity to customer to project to milestone and on to the next project. Use the same system to track hours worked by employee on each task, bug or ticket. Invoice and track payments for time worked, by task and project. With optional Google Tasks integration, provides 24/7 mobile access to opportunity actions and tasks assigned to specific employees.
The Sale is not the end of the customer management process… It is only the beginning.
Most CRM solutions are used to track and manage the sales cycle from leads to close. When the prospect becomes a customer, all that valuable information obtained through the sales cycle is lost when the client information is entered into the accounting system and the project begins.
eChain Total Customer Management lets you accomplish more with less. One system to manage all activities related to obtaining and supporting the customer. Workflow and email notifications to keep your staff up-to-date on all aspects of customer management. Supports 24/7 customer engagement.
Key Functionality:
- Sales Pipeline
- Leads and Opportunities
- Goal Tracking
- Project Management
- Milestone Progress
- Tickets, Bugs and Tasks
- Email integration, Ticket Routing
- Timesheet and Task Timer
- Quotes, Invoices and Payments
- Multiple Language
Bonus Add-on Features:
- Integration to Email Marketing ensures real-time synchronization with email lists, blacklist and new contacts
- Google Task integration ensures your team has 24/7 mobile access to new opportunities, tasks and follow-ups
- Google Contacts integration synchronizes your client contact database with key employee personal contacts list
Technical Infrastructure
- LAMP (Linux, Apache 2.2+, MySQL 5.4+, PHP 5.3, 5.4, 5.5)
- JavaScript JS, HTML, CSS, PHP, SQL, Highcharts
- Browsers: IE9, IE10, IE11, Firefox, Safari, Opera, Chrome, Edge (Mobile/Responsive)
