Customer Relationship Management (CRM)

Improve Customer Relationships – convert prospects into bookings

Administrate’s powerful CRM and Sales Pipeline module will allow everyone in the organisation to track prospects and customers effectively and convert them into course bookings. The ability to hold customer data and information centrally is vital for busy training organisations, improving productivity, efficiency and customer service.

With a suite of tools that allow you to communicate with all your contacts proactively, marketing is made easy. Administrate enables you to search and then export specific contact lists, so that you can reach the right people at the right time.

Administrate’s detailed reporting functionality ensures a comprehensive understanding of all your prospects. Our system allows you to track full sales and purchase history of each customer or supplier, log all customer interactions whether email, telephone call or meeting and offers a straightforward and flexible approach that makes reporting as simple or as detailed as you need.

Key Benefits

• Keep track of your Prospects, Customers & Suppliers
• Log your emails, telephone calls and meetings
• Manage your Sales Leads and enquiries with full sales pipeline reporting
• Search and export contact lists for marketing
• See full history of sales and purchases under each Customer/Supplier