Operations II CRM

CRM is a fully integrated module for Pegasus Operations II that gives you clear visibility into all stages of the sales process. From the first point of contact, you can manage prospects, convert prospects to customers, manage the customer relationship, report on their profitability and increase your business potential with them, all from one solution.

Pricing - Please enquire.

Never miss an opportunity or lose sight of a customer

Maintain company details: single point of entry for new prospects or cross-reference existing customers/suppliers from the Customer and Purchases modules
Maintain unlimited contact details (including site addresses) within a company
New contacts can automatically update your Microsoft Outlook address book
User definable fields and look ups for Contact, Company, and Opportunity forms
Send e-mail/e-shots and import incoming e-mail from Microsoft Outlook
Record notes and history against a contact
History automatically updated by activities that take place such as letters and mailshots
Record and track sales opportunities against a contact
Operations II quotes can be generated for a customer or prospect and associated with a sales opportunity. Once a prospect is converted to a customer then quotes can be progressed to sales orders
Book appointments with a contact. These can be added automatically to your Outlook diary and recorded against the contacts history
Log ‘to do’ tasks against contacts and opportunities
Send e-mails via Microsoft Outlook for a contact or group
Generate mail shots (using Microsoft Word) for list of contacts/groups
Convert prospect/quote details to live customer/sales order, including update of Pegasus Opera 3 sales ledger
Flexible reporting system via CRM reports
Sales pipeline reports adjusted for closure probability. Analysis of sales by status/user/contact/company for a given date range
Activity Reports, including time-based reports