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Free CRM is a website-based application and it is the CRM freeware of the day. It claimed to be an-easy-to-use customer relationship management software which also a solution to automate Sales Force. By using the web-based application you can categorize leads and prospects, qualify and generate leads, keeps track of contacts, follow up on leads and assign leads.

The online-based CRM software enables you to upload files and important documents to store them in the system. You can set either to make the uploaded documents or files as private of can be shared with others. The customer relationship management freeware is extensively customizable so you can tweak deal stages and sales workflow, adding your own custom fields plus more options.

The CRM freeware allows you to export and import relational or tubular data sets. You can use Free CRM to import data from CSV file (Open Office or Microsoft Excel file format) to the web-based system. On the other hand you can export the data anytime you like. As a campaign management software it allows you for unlimited email campaigns, SMS / text campaigns plus print campaigns to your targeted contacts, categories, companies, leads or anything you target in the system.

The CRM freeware also includes powerful support ticket tracking. This website-based Free CRM software allows you to track all interactions through meetings, emails, meetings and calls. You might find this software can easily assist you to track all your customer cases. Call tracking and automation lets you to do call scripting and call scheduling. Group and private calendaring enables administrators to confirm the settings in the system and users to customize their events and calendars.

The are Professional edition of the CRM freeware that offers more features. However you need to pay the monthly fee which ranges from $14.95 to $39.95 per month. Among the Free CRM professional edition’s features are Technical Support, free from advertisements, Sync Tool, no limit on data storage and XML Web Services. However you are advice to try the CRM freeware version before deciding to pay for the Pro edition. Other features of Professional software including highest level in data encryption, data backup and system redundancy. You can access the customer relationship management free software from here.

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Preparation Make the difference between the development of current clientele and market prospecting. In the first case, contacts are identified and are established in the client’s account. Therefore, is convenient to organize a presentation since Conferenceware automatically generates the information required for an invitation, the description, schedule and the mode for voice broadcasting within the format of a new message. From there, you just have to select the persons you want to invite among your contacts. Consequently, a copy of the invitation is saved in each of your contact’s file, in your CRM software. In the case of prospecting by WEBinar, the list of registered persons is imported in CSV format in order to automatically build contact information in your CRM software.

Progress The objective of commercial presentations is usually to get information regarding the prospect’s business problematic and to identify the persons with power among the organization that have the weight to make the buying decision making. Is through the interactive questionnaire that is possible to evaluate the preoccupations in terms of problems along with the buying criteria of each of the persons influencing the process. While meeting with them, you are able to identify each person’s role within the acquisition, user, evaluator, and their level of knowledge, beginner or expert as well as their attitude: ally, neutral or hostile. In the case of acquired clients, the interactive questionnaire is precious to evaluate their loyalty particularly their disposition to make referrals.

Follow up The report of a reunion indicates not only the participants but also the answers they have provided to the questions submitted: problems, retained buying criteria, loyalty index. From there, you should be able to prepare a differential proposal, showing by the grade of pertinence, your understanding of the client’s needs. Moreover, by recording a meeting, in which voice and image are synchronized, it can be replayed to check the fine tuning and be kept in the file as an attachment to opportunity.

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Code Glide’s Open Source SnapCRM free download software is a web based crm freeware. It has Module Builder which is a feature to customize the software, either to modify exsiting applications or create new ones. It can be accessed from external applications using RESTful and SOAP web services. It is a fully integrated collaboration software suite with AJAX calendar, Document management, webmail client, project management and RSS feed readers. Other features of the freeware web based SnapCRM software including:

1. Sales Force Automation modules : Activity Management, Territory Management, Account Management, Sales Order Processing, Product Catalog, Sales Literature, Quote Management, Billing, Contact Management, Competitor Management, Opportunity Management and Forecasting.

2. Service and Support Automation modules : Contract Management, Knowledge Base Case Management and Defect Management.

3. Marketing Automation modules including Web-to-lead forms, Multi-channel Campaign Management and Lead Management.

4. SnapCRM can be accessed from mobile devices such as Blackberries and iPhone or rich browser-based AJAX interface.

5 Files and folders saved in the software can be accessed as WebDAV folders from Mac, Windows and Linux clients.

6. Business Analytics tools like charts, dashboard and reports lets user to analyze all CRM information.

7. Outlook plugin to integrate Outlook with open source SnapCRM software.

8. More features like wide database support, Sales Territories, Business Units, Role-based Administration, granular Access Levels (ACLs), Teams and support for over-the-air push synchronization with mobile devices using SyncML.

Download the web based SnapCRM software for free from this link.

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