The initial request for information can be started with phone call, an email, an electronic form, the built-in portal, or manually.
Email correspondence, documents, forms & templates. All managed within one solution.
Eliminate the risk of group and personal mailboxes. versaSRS converts emails into database records ensuring no communication is lost.
Ensure contracts are created within the CRM for annual or monthly quoting, invoicing and reporting.
A centralised system means reports can be run against products, services or staff for holistic business metrics.
A range of automated reminders can be configured for pre-determined dates within the lead or opportunity.