X-En CRM lets you manage your accounts and contacts easily by providing you with a single system to maintain all your valuable customer information in on place.
Track all account details including activities, contacts, opportunities, sales and cases.
Schedule and track account related activities, track product and service deliveries, and establish new business opportunities with existing accounts.
Visualise a complete history of all the interactions with an account across sales, service and case management.
Track an unlimited amount of contacts per account including address data, phone numbers, fax numbers and email addresses.
Profile contacts using a variety of attributes, such as contact type, industry and size.
Track all interaction and correspondence details (i.e. telephone call, emails, letters) with a customer/contact and add files and notes.
Generate individual and/or standard MS Word mail merge letters.
Generate individual and/or standard template based emails.
Add emails received within MS Outlook to individual contact events.
Use workflow definitions to route each individual contact event from one Next Acton state to another and allocate Next Action User (Assigned To).
Track contact events Next Action/Next Action User via role or user specific My To-Do Lists.