Most CRM software systems are complicated and difficult to manage. Initial setup requires extensive implementation. Employees need to be trained to adapt to the software. In many cases attempting to use this software leads to more hassles than improvements. There is a much simpler alternative. In our next webinar, we’ll demonstrate a “CRM Light” system that lets you get set up in minutes and begin using it right away. This system includes these features:
- Easily manage new prospect information.
- Use the same input system to manage customer information.
- Automatically track history of customer communications.
- Automate email communication to prospects and customers.
- Track sales opportunities and follow ups.
- Create and manage customer related tasks.
- Use included reports to track progress.
If you are looking for a simple CRM system that is easy to manage and can be set up immediately, then this is the ultimate solution for you. We will provide a template available for download immediately following our presentation.
At Infowise, we serve as your strategic partner, assisting in your digital transformation. ULTIMATEforms contains a wide array of SharePoint components, developed to give you the power to innovate, automate, and scale up your processes. ULTIMATEforms helps you create amazing, advanced business solutions based on your SharePoint lists and document libraries, using nothing but your browser! Anything from simple Leave Request or Expense Report and all the way to complex Help Desk or Project Management solutions can be built in minutes, without writing a single line of code.
Flexible Forms
Convenient responsive modern forms, featuring tabs, section and column permissions, dynamic rules, repeating sections, electronic signatures and input validation, while keeping all your data safely inside SharePoint.
Smart dynamic SharePoint forms provide an exceptional user experience, improve data quality and simplify business processes, saving you valuable resources.
Intuitive Automation
Replace complex SharePoint and Power Automate workflows with simple, but versatile Actions to create and update data inside SharePoint and in a variety of integrated applications, such as Exchange, MS SQL, Teams and many more.
By reducing the learning curve, you empower more people in your organization to create and manage business solutions, successfully removing bottlenecks.
Clear Reporting
Present data as actionable insights with detailed shareable reports, dashboards, KPIs, calendars and charts.
Everyone is able to visualize information in an accessible fashion, improving responsiveness and accountability.
Pre-built Solution Templates
