Outreach Software

OutreachCRM Starter

OutreachCRM Corporate

Designed for companies who deal directly with consumers, donors or members, OutreachCRM MANAGER allows you to record and view contacts by name, with full access to all the activity notes and interactions between your organisation and that individual.

• Contacts
  Enter your contacts in as you go, or if you've already got a list we'll help you to import them.
• Profiles
  Record information relevant to your business. We'll customise your OutreachCRM customer profiles so that the fields meet your needs on set up or you can adapt them as you go. This will help you to manage the various types of contacts you and your business interact with.
• Categories
  Group your customers, contacts, supporters or suppliers  - all those people you deal with & need to keep in touch with. Send your newsletter or email marketing campaigns through your customised categories.
• Messages
  - Use custom Message templates for a professional, consistent look
  - Personalise communication to individuals
  - Forward to a Friend & View Online
  - Opt Out Compliant with 2007 Anti Spam Laws
  - Opt Out Reporting
• 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.
• Searching & Reporting
  What use is all this contact information if you can't gain relevant insight from it? OutreachCRM cuts and slices through business communication to report on your business information, accounting for time, money and communication.
• And there's more...
  - Import & Export
  - Multiple User Access Levels &
  - Permission based Access
  - Add-on Modules Available
  - 1 hour FREE Phone or Email Support/month