versaCRM

Video Tutorial

Overview

versaCRM is a flexible and powerful Browser delivered Customer Relations Management solution for storing and maintaining corporate Contacts and Organisations.

The Contact's basic information is stored in the Information section, which includes five tabbed sections: General, Details, Administration, SRSConnect, Social Media. If required you can add Custom Tabs that allow for storing of additional data.

Under the General tab you can enter the Contacts information. This area also allows linking to an Organisation and various levels of classification.
Clicking the icon () next to the Job Title field will open a window where you can enter further Business Details for the Contact.

Under the Details tab you can enter personal information and notes.

Under the Administration tab you can set the Contact Ownership, Contact Methods, and Scheduled Maintenance.

Under the SRSConnect tab you can configure the Contact to be able to logon to SRSConnect.

Under the Social Media tab you can add social media links.

In the More Addresses section you can add multiple addresses to a contact. To add a new address select the 'New' icon () located on the top left side of the screen.

In the More Organisations section you can add multiple Organisations to a contact. To add a new Organisation select the 'New' () icon located on the top left side of the screen.

In the Communications section you can view the versaSRS and versaCRM Communications that relate to the Contact.

In the Notes section you can add notes to the Contact. To add a new Note select the 'New' icon () located on the top left side of the screen.

In the Cases section you can view Cases that have been raised by the Contact.

In the Assets section you can view Assets that are assigned to the Contact.

In the Contracts section you can view the existing Contracts for the Contact. To create a new Contract against the Contact select the 'New' icon () located on the top left side of the screen.

In the Documents section you can view Documents that have been made available to the Contact. To upload a Document select the 'Upload Document' icon.

In the Forms section you can view versaForms that have been assigned to the Contact. To add a Form click the Select button near the top right corner.

In the Quotes section you can view and create quotes and invoices that can then be converted to PDF format for sending.