CRM Application

CRM Solutions - Customer Relationship Management Application

Web CRM is a 100% web based software for contact management, marketing and sales support, project tracking and other CRM (customer relationship management) related jobs. Web CRM let all users share a central contact manager and project database, either over the web or within a corporate intranet. Users may share and update contact information, customer histories, hot leads, projects and imminent tasks from any location, with any web browser.

Web CRM - Modules and Functions

Using Web CRM is like surfing on the internet, as it is simple navigation and intuitive user interface.

Companies (Contact Manager Module)

This is a kind of smart address book including information about companies and attached persons. For easy contact management the lists can be easily filtered through definable filter criterion (e.g. country, category, business ...). An unlimited number of actions (tasks, memos, ToDo) may - optionally - be connected to each company, thus offering a complete customer interaction history including documents, quotes and other files.

Projects (Project Tracking Module)

Projects can be used in many ways to track project oriented work. Projects are a way of grouping related Actions for a specific project, lead, opportunity etc. An unlimited number of actions may - optionally - be connected to each project, thus providing a self-contained project history documenting the complete project lifecycle.

Actions/Activities (Task Tracking Module)

Actions (ToDo's, Memos, Meetings) are stored in the "Actions List ". Actions can stand alone or - optionally - be connected to a company, a person and a project. Actions may be assigned to a certain user and will then automatically appear on the user’s work list. Files can be attached to Actions.

The Reporting Module

The reporting module includes functions for producing reports and for downloading data from the contact manager and project tracking module in CSV (MS-EXCEL) format. This data can then be used for further offline processing. (e.g. producing mass mailings to all customers).

The Administration Module

The administration module includes functions for user management and access control. All administration is done by a web based interface. User access is managed by a group based profiling system, which permits different access levels for different users. Users can be locked on the fly, which will then prevent any further transactions for this user.

System Requirements and Installation

Web CRM is a browser based application. Once the system is installed on a (web) server, all users can access Web CRM at once over the web or within your corporate network. No software installation is required at the user’s computer. This forms the rollout and maintenance of Web CRM very simple.

Installation Scenarios

Installation on a hosting provider's webspace

In this situation Web CRM is installed at your web hosting provider's webspace (web host must support Apache, PHP, MySQL). All Web CRM users with a valid user/password combination are able to have an access to the system over the internet. All data is stored on the server of your hosting provider.

Installation on your company server

In this situation Web CRM is installed on your company server. If this server is also linked to the public internet, then all Web CRM users will be able to logon to the system from any location, where they do have internet access. If the Web CRM server is not linked to the internet, then all users will only be able to utilize the system within the company network (intranet).

System Requirements

Before the installation of Web CRM, the following software modules must already be settled on the server and work in a proper way:

• Apache webserver or IIS webserver
• PHP-Module
• MySQL-database

Versions required: Apache = 1.3.x, PHP = 4.0.6, MySQL = 3.23.xx