Get the full picture of your prospects and customers.
Our integrated, award-winning CRM contact management software makes it easy to manage your contacts and share information across your team. Giving a 360 degree view of all your interactions, you’ll improve your customer experience and engagement for longer-lasting relationships.
You’re not just keeping track of names and addresses, our CRM records every interaction, including your emails, calls, notes and documents, arranged in a summary timeline.
Great Customer Experience
With all the information your need at your fingertips you’ll never miss another sale.
Unite your team and your data in one central repository, creating a heart for your customer focus and business.
Our two-way email integration means you can automatically capture all your emails to and from your contacts straight into the CRM. Syncing unlimited email addresses, you’ll see your own interactions as well as those with the rest of your team.Email integration works with the email client of your choice, including Microsoft Outlook 365 and Gmail.
Tasks, Events & Calendars
Create tasks to remind you of outstanding actions against each account. This might be a reminder to call a contact in a few weeks time or to follow up on a quotation. Once a task has been completed it’s saved to your activities timeline, keeping a full historical record on the account. You can also sync your tasks back to your Google calendar, keeping an up to date view of your diary.
Our powerful CRM report writers let you easily run reports and access your management information data. As well as managing your sales data you’ll have insight on your customers’ and prospects’ activities. By understanding their buying habits, behaviours, interest and interactions you’ll be ready when they are.
User Permission Levels
If security is important to your business, you can set CRM permission levels and control who has access to your data. By allocating each user to a User Group and allocating a User Profile you can determine the level of access each has to your data. You could set up the security so users in the same User Group, such as UK Sales, can access and edit each others’ accounts, but not accounts owned by users of another Group.
Less exciting but equally important is the huge amount of document storage available in our CRM. Store your quotations, service level agreements, meeting minutes, proposals, plans and images within each of your company accounts. Email attachments sent or received can automatically be saved to the account record through your email integration.
It’s important that your CRM reflects your business processes. With SpotlerCRM you can easily customise the CRM, adding extra fields and removing the ones you don’t use, and changing the values in the dropdown lists or creating new ones. At a personal level, you can customise the summary tables, page layouts, and dashboards.
In time, you may want to further tailor your CRM to meet you business needs – that’s where our Customisation Service come into its own! Our experts will discuss your ideas to modify the system to truly reflect how your team works.
With our VoIP (Voice over IP) telephony integration your incoming calls can be automatically matched to your CRM records, displaying the appropriate Contact or Account record to the call operator. This gives immediate visibility of the caller’s details and their account history.
Being able to integrate your systems can potentially make your business more efficient and productive.
The CRM has streamlined the whole department, giving visibility to everyone, so we can all see who’s dealing with what.
Richard Perry, JC Payne
What is Contact Management
A contact management system is a software programme that stores and organises business contact information. It stores data such as names, addresses, emails and telephone numbers so it’s easy to access when needed.
Contact Management differs from Customer Relationship Management (CRM) which goes further by letting you build up a record of your interactions with a contact over time. A CRM lets you track your communication, sales and marketing with the aim of developing long lasting relationships with customers, that drive business growth.