NovoCRM 2.6.4.0
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NovoCRM hepls you manage customers better through out your organization without a massive price tag. Built on the latest .NET technology, users must know they are getting a reliable, stabile and feature rich solution.Here are some key features of "NovoCRM":
Private and Shared Calendar:
· The shared calendar allows you to view your current activities or everyones activities for a specific day, week or month. Export activities to MS Outlook with the click of a button.
Built In Dashboard:
· View key sales, support case and accounts (customer) metrics in the NovoCRM dashboard. Make visual sense of complex data and trends within you Sales and Customer base.
Manage Customers / Accounts:
· Manage customer data in NovoCRM with easy linking of contacts to a account or sales opportunities for the account. View activities for each account and the latest products linked to this account. Easily group accounts by categories and other key data, making it easier to manage small and large customer bases.
Manage Contacts:
· Create contacts that can be linked to accounts (customers). Manage contact data easily with groupings and more...
Manage Sales Leads / Opportunities:
· Manage your sales funnel with leads that can be converted to opportunities and to customers with the clikc of a button. Easily track activities per sales opportunity and the current status. Track deals that do not close and why. View sales dashboard for quick assesment of sales data.
Manage Customer Service Cases:
· Creat customer cases that can be integrated into your existing support system or bug tracking software like (TestTrack Pro, Axosoft OnTime).
Built in Knowledgebase:
· Create product knowledgebase articles inside NovoCRM. Allowing you to track all product and support related articles in one place. This central knowledgebase article can be extended to a web based system.
Manage Products:
· Add many products and related pricing information for those products. Attach relevant documentation to the products to ensure everyone has the latest information. Link products to Sales Opportunities and Accounts (Customers).
Scalable Architecture:
· NovoCRM is based on a TCP/IP client/server architecture and supports MS SQL, mySQL and MS Access database engines. It can scale from small to large enterprise teams. Support for remote connections to support users from geographically distributed locations. Support for unicode characters allows you to use NovoCRM in any language and characters set.
File Attachments / Documents:
· Upload documents to NovoCRM in seconds even from remote locations. Allowing you to manage documents in a central repository.
Custom Fields:
· Create custom fields for Opportunities, Accounts, Contacts and Support Cases. Allowing unlimited customization and field support. Making NovoCRM easy to use CRM Software.
What's New in This Release: [ read full changelog ]
· Action Plans can now be generated for Accounts, Contacts, Leads and Opportunities. Action Plan templates can be created and applied to items.
· Accounts Bottom Pane now shows Contacts and Opportunities for the selected Account.
· Set Action Plan menu buttons now available on edit dialogs.
· MS Outlook Integration added to NovoCRM Windows Client. This allows integration between Outlook and NovoCRM. Contacts can now be imported into NovoCRM. E-mail can be imported as activities and will be automatically linked to the item (i.e. Accounts, Contacts or Sales Items).
· Add a Inactive filter to Accounts, Contacts and Sales Items
· Calendar Now Supports Drag and Drop of Existing Appointments. Startup page will also refresh on interval.
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