Client Management

Maconomy's Client Management Module maintains all your customer and prospect information for instant access as you work.


overview

TRACK EVERY COMMUNICATION

A single gateway to all the relevant information about your customers, prospects and business partners

Maconomy's Client Management module can store company and contact information and can be used to track every communication (phone calls, letters, invitations, meetings, campaigns, etc.) that occurs between members of your organization and your customers and prospects. When a customer or prospect has contact with different members of your organization, it is important that everyone is aware of what other activities are being undertaken.

BRING YOUR CLIENT MANAGEMENT TO THE NEXT LEVEL

  • Improved analysis of historical and future revenue streams allowing more insightful business planning and prioritization of client acquisition activities
  • Accurate real-time revenue forecast
  • Improved accuracy of quotations and a kick-through to project profitability through a better and more consistent estimating process
  • True understanding of the right staffing levels to meet your numbers
  • Excessive or disproportionate sales costs are avoided and controlled
See Product Sheet

Capabilities

PRIORITIZE CUSTOMERS

PRIORITIZE CUSTOMERS

All customer information is documented and available at a glance: contact details, invoices, outstanding debts and project status.

REDUCE BUDGET OVERRUNS

REDUCE BUDGET OVERRUNS

The CRM module can reduce the risk of budget overruns by allowing your sales force to create detailed budgets early in the sales phase.

MANAGING CAMPAIGNS

MANAGING CAMPAIGNS

The CRM Module supports the planning, execution and management of ad hoc events such as seminars and the issuing of publications.

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