CRM functionality and a dedicated Task Management module are additions to PSL Datatrack’s business administration system for engineering sub-contractors. Laying the foundations for improvements in customer-focused administration, they offer advantages over web-based CRM systems which can often be too complex.
Features include a single register for customer contacts that can be shared by everyone and document management that enables customer and supplier correspondence to be saved. Tasks can be assigned to Quotations, Works Orders, Purchase Orders or other modules, making information available for everyone to access.
A sales pipeline feature enables forecasting of the likely success from quotations. The Tasks Management Module provides a powerful multi-user shared “to do” list which can be used to define any non-production administration or management tasks. www.psldatatrack.com , Tel: +44 (0) 8456 345931, Email: sales@psldatatrack.com
