ProTime’s CRM System can help you save time and make money by improving both the efficiency and effectiveness of your business. Protime allows you and your staff, whatever their location, to access and manage the contacts, activities and products at the heart of your business. In one application, it facilitates not only your relationship with your customers and suppliers but also your product, accounts and campaign management.

Scalable and cost effective, ProTime is easy to implement and integrate and requires no capital expenditure.

The ProTime CRM environment consists of the following key features.

Administration
Define corporate information, users and permissions

Depending on your level of access, in the administration area you can:

	configure your organisation profile - this information allows your corporate identity to be integrated into the desktop view and documentation produced by the ProTime CRM System
	add, edit and delete an unlimited number of users
	control permissions for users to access, edit and delete relevant information
	set permissions for staff on a departmental basis
	update passwords

Contacts
Manage information about contacts, whether organisations or individuals

The contacts area enables you to:

	manage and organise your customers and suppliers according to your business needs and practices
	add, classify, edit, view and delete organisations and individuals
	access a comprehensive view of organisations, correspondence, opportunities, requests and orders
	search extensively by category, date, phrase, initial letter
	manage leads effectively
	track correspondence, notes, requests and opportunities related to each organisation or person

Diary
Manage time and tasks

The integrated diary function allows you to:

	look at your commitments in a user-friendly daily, weekly and monthly view
	schedule your appointments and tasks
	generate and manage leads, facilitating efficient sales activity
	optimise time and focus resources by rapid scheduling of to do items
	set and manage reminders

Notes
Record additional useful information

You can use the notes area to:

	keep and organise diverse information
	make note of potentially valuable leads and data for the future
	clear your desk of post-it notes

Products
Manage stock or services and facilitate sales

The products area allows you to:

	see an overview of all your products & services – especially useful for sales people or agents
	keep track of stock and re-ordering
	bring together on-line and off-line sales and stock control
	provide full information about each product and possible alternatives
	list all prices and available stock – everything you need internally and externally
	integrate products and accounts management

Accounts
Integrate financial control

The accounts facility enables you to:

	instantly view complete account histories
	link accounts to products
	quickly raise sales orders, invoices and agent payments
	process international, multi-currency orders
	identify outstanding payments
	sort and view invoices by date, customers or payment information
	keep control of your expenses and purchasing costs

Campaigns
Manage campaigns efficiently and effectively

In the campaigns area you can:

	manage data accurately to create better targeted campaigns
	mail merge, including the facility to export data to other mail merge programmes
	use customisable templates to create and send mail, e-mail and fax to targeted prospects and customers
	monitor in detail the response generated by each campaign
	create automated reports on which faxes and e-mails did not reach their recipient
	track open rates and click-through
	manage FPS and TPS subscribers

And you can share all this information in real-time across the whole organisation.