Features

Build & retain your business knowledge. OutreachCRM creates a central source of valuable contact information, allowing you to enter, recall and analyse information and interactions.

Organisations | Your Business to Business  


Create Company Records, view a history of notes with the company & associated contacts across an organisation & capture key business structure details. Organisation records can have multiple office locations, and contacts can be associated with multiple organisations.
  • Records are stored as Organisations or Contacts.
  • Separate organisation details and user defined fields to
  • capture key business structure details.
  • Notes can be recorded on either an organisation or contact record
  • Attach important files to the organisation
  • Multiple office branch locations
  • Associate multiple contacts to an organisation, or vice versa, one contact to
    multiple organisations.

Please note: only available with OutreachCRM Corporate

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Contacts | Your Business to Your Customers


At its simplest OutreachCRM is a sophisticated address book. Notes can be added to contact files, recording communication interactions. These contacts and notes, in fact anything you input, can be quickly searched and grouped together. Contacts are categorised and linked across many different attributes, creating communities of relationships between your contacts.


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Create a Profile

Create Customer and Business Profiles. Easily add, manage, track and retain contact details. Over 100+ pre-defined fields to capture important info. These cover all your standard database fields. Or you can define your own profile fields to record information important to your business.

 

  • Drop down lists
  • Free text fields
  • Multiple check boxes
  • Date fields


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Categories

Group Your Contacts. Categories are configured to your business requirements, as are contact fields allowing you to view relationships and links in a dynamic way. Related contacts can be categorised into easily organised groups for communication. OutreachCRM records, recalls and reports on your entire communication interactions across category groups you specify.

Notes | Create History

Track contacts and their complete history with unlimited notes. The contact notes you record today automatically create a complete history of your communication and contact interactions. These are accessible just as easily when the same person calls you in 6, 12, even 24 months time.

Use notes to track client history, contacts made, office activity, actions made.

  • Reference your notes for easy searching and reporting.
  • Set the timer for time recording and resource allocation.
  • Schedule follow-ups & attach multiple documents.
  • Preview your email notes before sending to staff and associated contacts.
  • Automatic date-stamped and author signed entries.
  • Add your own note fields for filing notes.
  • Sort and search on all note attributes: date created, author, reference, priority, time spent, and more.

Searching & Reporting | Utilise Your Data

OutreachCRM's reporting function systemises the reporting and analysis of your information, generating detailed, 'real time', reports on vital business information. It offers a number of built in reporting features to search, track and report on information to instantly highlight relevant insights and trends, across your organisation.

  • Easily access relevant and recurring reports by: time period, client, event, category, or note content.
  • Key recurring reports can be saved as a template for future use.
  • Generate comparison reports for any time period; compare years, months, weeks or days.
  • Report data can be exported into a spreadsheet for your own analysis.
  • Customised, complex reports can be built specifically for your business, if required.
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