CRM Express

Business management software

CRM Express; Blue Frontier’s flagship product, a comprehensive database application in Blue Frontier’s range of back office solutions is designed to assist any business with all their customer relationship management needs.

Key features of CRM Express include: client & supplier management, prospect management, lifecycle-driven job & project management, timesheets, email & letter generation, document management, diary, quotes & orders, invoicing & credit control and management reporting.

CRM Express is implemented on a site licence agreement with a monthly support & maintenance contract tailored to each business.

• Qualify & Categorise
  You can record and maintain your clients, suppliers, users & prospects and qualify their details and categorise their needs & services.
• Drag & Drop
  You can simply drag & drop any electronic correspondence, to include emails & scanned documents to the system and let it do the work of contact association and saving the files to a central repository automatically
• One Step Further... Project Management
  For those that make use of Microsoft Project, we can configure the system to allow the drag & drop of your ‘mpp’ files to automatically populate the diary, build your project lifecycle and highlight & alert upon key dates & milestones.
• Time & Fees
  With comprehensive time management & credit control, you can manage your client-related projects & services, with the ability to review your costs against budgets at any point in time. Billing is also made easier to allow the invoicing of WIP in the form of ongoing contracts, jobs, projects, unallocated time and orders.
• Target Audience
  Build custom selections of any contact record to include in email or mailshot runs, manage unsubscribed contacts and track all communications and follow-up dates.
• HTML Newsletter
  As well as sending plain text emails you can distribute your business newsletters and graphical literature in the form of personalised HTML emails. For a small fee we can even help you with your newsletter templates.
• Mail Merge
  If your contacts don’t have email you can always generate letter mailshots with our Microsoft Word mail merge integration. We use this facility to publish project proposals and personalise our terms of engagement.
• Data Import
  If you have an existing system of contact information we can import the details to quickly get you up and running for a small charge.
• Alerts & Filtering
  The application can be configured to highlight records, invoke popups, email or even publish RSS feeds based on any information you hold in the database, e.g. critical projects, Top 10 offers, pending actions.
• Management Reports
  Our applications are provided with standard reports, but we can tailor report packs to individual business needs from day one or further down the line, to assist with Key Performance Indicators or Business Profitability Reporting.

As with all software solutions, we endeavour to be at the forefront of technology with the aim of bringing the latest techniques and ideas to our clients. Likewise, we listen to the needs of our clients and we are always grateful for constructive feedback and enhancement requests to ensure we continue to offer functionality-rich applications; so don’t be afraid to ask, if there is something you need to run your business more effectively... put it to our development team... the chances are we may already be working on it!

If you would like to know more about Express or any of our other back office solutions then please do not hesitate to contact us at at our Blue Frontier offices.