“Open Source” CRM is FREE Software for Customer Relationship Management that can help your company stay organized and focused on follow up activities relating both top prospects and customers. Vtiger CRM is supported by a vibrant community of tens of thousands of businesses, hundreds of thousands of users, and countless developers and partners that help shape its direction, it’s no wonder that today Vtiger CRM is considered the most powerful open source CRM solution available, having seen more than 3 million downloads to date.
Below are some of the Account Management Features in this “Open Source” CRM System:
Account Management
- Track all accounts and related contacts, opportunities, cases, and other details from a common repository
- Specify parent-child relationships between accounts and their subsidiaries or other divisions
- Import accounts from external sources, such as ACT, GoldMine, and other applications
- Export accounts to spreadsheet software, such as Microsoft® Excel®, OpenOffice®, and others to analyze the buying patterns and accordingly set up loyalty programs
- Attach customer-specific documents to accounts for a quick reference in future
Next Steps: