CRM Features

Great CRM features designed to suit any business of any size.

Address Book (Find out more)

  • Keep a record of customers, contacts and employees in one handy and easy to use place
  • Keep a track of all quotes and invoices on a per customer bases
  • Send emails to customers, contacts and employees and have the email logged
  • Attach notes and documents to customers and contacts
  • Upload photo's of customer, contacts and employees so you never forget a face again
  • Take a quick tour of the Address Book

Project Features (Find out more)

  • Manage projects from any Internet connected computer anywhere in the world 24/7
  • Keep a track of deadlines and tasks
  • Attach important documents to projects and share them with the project team
  • Never forget a task again with the automatic alerting and email engine
  • More Information

Document management (Find out more)

  • Secure central storage for the whole organisation
  • Easy access for all employees
  • Cuts down on internal emails
  • Store documents by project and or departments with a built in search facility to easily find you documents
  • Safe, secure and simple to use

Employee online timesheets (Find out more)

  • Management of your biggest asset, your employees
  • Record employee absenteeism's
  • Individual timesheets for quick effective capture of information
  • Fully integrated into the company wide calendar
  • Ensures you have appropriate cover in all areas of your business when employees are sick

Meeting management (Find out more)

  • Effective meeting management for small businesses
  • Arrange meetings for your employees and customers alike
  • Record minutes and actions in real time
  • Details of the meeting are viewable by all employees
  • Fully integrated into the project management tool

Customer quoting and invoicing (Find out more)

  • Translate your customers product and service requirements into quotes
  • Saves each quote to your customer's account so it can be accessed by any employee
  • Automatically creates invoices
  • The invoicing software shows whether invoices have been paid or are still outstanding
  • Allows you to monitor and control your cashflow

Employee tasklist (Find out more)

  • Fully integrated into the project management tool
  • Tasks monitored from creation to completion
  • Deadlines for each task can be monitored on the individual dashboard

Calendar (Find out more)

  • Company wide calendar
  • Brings together functionality across BT BizBox
  • All employees access the same information to ensure tasks and meetings are not missed
  • Removes the need for pen and paper

Dashboard (Find out more)

  • Ability to see what is happening across your business enabling you to make informed decisions
  • Ability to customise to your own individual needs accessing information internally or externally via selective widgets
  • Increases your effectiveness and opens new ways of working