Any business tool is more that much more valuable when it guides our actions and reactions towards better business decisions. As such a CRM module that is tightly knit with your ERP tool is a vital element for customer prospecting and retention
Collecting information is a basic software functionality that most softwares cater for. It is how that data is presented and the insights it provides to enable fast, informed decisions that will hugely differentiate your operations
The Activity Manager screen was designed to give the user the simplest and fastest snapshot of their tasks. This screen utilizes pre-configured tabs "Due Today", "Overdue", "Upcoming" and "Completed" and "All" to speed up the process to provide the user with the most relevant information in the quickest way possible. Within each tab the tasks utilize a color coded marker for easy status update without having to drill down.
The customer screen is similary designed as the Activity Manager to allow the user to derive the most relevant information as quickly as possible. The data is organized in pre-configured Tabs: "Suspect", "Lead", "Prospect" and "Customer". One of the most powerful features in the ability to view Customer Orders and Invoices from R2.
The Opportunities screen is a comprehensive collection of your opportunites and the activities related to those opportunities. Such as phone call notes, Notes, Tasks and emails including Office 365 and Gmail.
R2 CRM's use and transfer to any other app of information received from Google APIs will adhere to the Google API Services User Data Policy, including the Limited Use requirements.