Features

Embraiz CRM can manage contacts, appointments, tasks, drive sales performance, improve customer satisfaction and provide executive insight into business performance.

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Contact Management

Organize, categorize, manage lists, keep track of your prospect or customer activities, save important notes, assign appointments and tasks, all this in one central place

Video Demo

Scheduler

Manage appointments with a very easy to use Outlook-based calendar, set reminders and even recurrent events and it works integrated with the Contact Manager

Video Demo

Workflow

Tailor made form for workflow, online submittion, email notification for approval or reject, change control

Video Demo

Notifications and Alerts

Get right on your email notifications for different events, appointmets, tasks, Sales Enquiry, Regular Reports.

Video Demo

Email Campaign

Measure the effectiveness of a campaign or follow-up email knowing the open rates, bounces, clicked-link rates and monitor spam complaints

Video Demo

Audit Trail

Keep track of all Changes made by users, Restore delete items, Sales activities tracking

Video Demo

Task Management

Manage to-do lists, keep track of them using the reminders, this tool is also integrated with the Contact Manager so you can easily see associated contacts with a task

Video Demo

Report Engine

Automated report building process, save filtering condition and call back at anytime, direct export to excel.

Team Collaboration

Manage access right to indivdial contacts, group access right control, full control or readonly

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