Features

A full-featured Customer Relationship Management solution for free? - it's true. The capabilities and functionality of PMAM CRM compare to the best - and most expensive - CRM solutions on the market today. The solution scales to support the largest sales organizations, but more of our clients are small-to-medium-sized businesses, and so the site has been optimized for those profiles as well.

Customer relationships can be complex, so PMAM CRM provides the tools and the flexibility to support your sales and marketing processes, instead of forcing you to use ours. Plan and execute campaigns that produce leads. Track prospects through the sales process. Seize opportunities. PMAM CRM organizes your accounts, your activities, and your entire team.

KEY FEATURES BY ACTIVITY

LEAD MANAGEMENT - Identify and contact qualified prospects

Lead Organization Catalogue and priortize leads as you define (geography, potential business, etc.) to focus your sales strategy Prospect Organizational Maps Map prospect contacts into a relationship matrix to better understand their decision-making process Data Collection Tools Qualify prospects with user-defined data collections tools Delegate Leads Track leads delegated / shared with team members Task and Appointments Scheduling Manage sales prospecting activities Research Tools Integrated access to popular research tools, including search engines and Wikipedia Import lead databases Manage multiple lead sources (advertising, partners, web site, etc.) Advance search Filter search results from the lead database as you need to quickly locate propsects Lead Tag Tags that you define provide instant access to specific leads

ACCOUNT MANAGEMENT - The customer knowledge base that drives sales and marketing activities

Contact Management Document more than 50 attributes for every customer, including correspondence history and time-stamped notes. Plan follow-up contacts and send custom emails. Marketing Automation Quickly create and easily manage effective marketing campaigns to targeted customers - includes automated letter and email functionality using customizable templates Sales hierarchy Assign accounts to a sales team - every member accesses team-wide reporting

SALES MANAGEMENT - Drive revenue with a focused and co-ordinated sales force

Real-time Visibility Track revenue-producing activities of your sales organization Sales Forecasting Revenue projections from sales team members update on-the-fly to produce individual or consolidates sales forecasts Quota vs. Actual Define and manage performance to quota by team and team member Territory Management Define and assign sales territories; monitor and report team performance Sales Call Planning Define and monitor prospecting activity vs. plan by sales representatives Activity Reports Time-stamped logs of team member activity

OPPORTUNITY MANAGEMENT - Convert prospects into revenue

Proposals and Sales Order Automation Respond to interested prospects instantly with automated proposals and sales order tools Sales Funnel Monitor and analyze your funnel of sales opportunities per team or team member and by stage in the sales process 30 - 60 - 90 days Reports Prioritize resources by identifying poor or slow-moving prospects in the sales funnel in 30-60-90 day reports

GENERAL FEATURES

PMAM CRM is Software-as-a-Service (SaaS), which means we host and maintain the application. With no implementation, you can be productive immediately and focus all resources on revenue generation. So that customers can document their decision of use PMAM CRM, here are general specifications for the application.

Web-based - work anytime, anywhere Iintuitive interface eases user acceptance Customizable and exportable reports Detailed dashboards with drill down Customizable data capture fields Screen-level access permissions 32-bit password encryption Session-free working environment - no session time-outs 20+ standard reports and create unlimited custom reports 2GB free storage space User-defined backups scheduled and sent through emails