You may be trying to access this site from a secured browser on the server. Please enable scripts and reload this page.
Turn on more accessible mode
Turn off more accessible mode
Skip Ribbon Commands
Skip to main content
To navigate through the Ribbon, use standard browser navigation keys. To skip between groups, use Ctrl+LEFT or Ctrl+RIGHT. To jump to the first Ribbon tab use Ctrl+[. To jump to the last selected command use Ctrl+]. To activate a command, use Enter.
Site Actions
This page location is:
CPMS Wiki
ContactsLaw
CRM
Browse
Tab 1 of 3.
Page
Tab 2 of 3.
Publish
Tab 3 of 3.
Sign In
CPMS Wiki
ContactsLaw
CRM
This Site
Wiki Home
ContactsLaw
Currently selected
Index
FAQs
Tips
Help
contactslaw.com.au
Recently Modified
Payroll activity
Single Touch Payroll
Single Touch Payroll integration plug-in
[FAQ] Storing media files
Simple Formulas
Wiki Pages
Home
CPMS
Products
ContactsLaw
DDM
E-Receptionist
FRS Tools
Scion DMS
Submissions
View my submissions
Approve/reject
Staff only
Developer articles
All Site Content
CRM
(Customer Relationship Management) describes the capture, management and analysis of
contact
and
client
data. In addition to facilitating the principle of 'enter once, recall infinitely', CRM features provide the following possibilities:
Greater knowledge of the demographic of clients
Effectiveness of marketing campaigns
Metrics for improving efficiency and pricing
Rewarding clients who refer business to
The Practice
Extrapolation of data to discover new products/services, etc
ContactsLaw
provides a number of key CRM features:
Stored contact details; name, address, communications, etc
Gender, industry, position
Referral information
and prospect capture
Contact relationships
Specialised
contact types
Tagging
Support for
mass mailouts
Import/export of contact details for interoperability with other software
false,false,1