Outreach Software
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Modules  Whether it's sending emails and newsletters to groups, tracking projects or support issues, keeping time sheets, running events or managing donations, there's an OutreachCRM module to fit your needs - and if it's not quite what you're looking for we can tailor it to suit. |
OutreachCRM Messages |
OutreachCRM Job Tracker |
OutreachCRM Referrals |
OutreachCRM Support Ticket |
OutreachCRM Billing |
OutreachCRM Workshop |
OutreachCRM Ledger |
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ONLINE DEMO For a free online demo email us or call 0800 276 496 |
OutreachCRM Messages
OutreachCRM facilitates email marketing campaigns, giving direction to your communications, by enabling you to specifically target special interest category groups.
With customised email message templates to reflect your company's look and feel, you are ensuring a consistent and professional portrayal of your business, every time. Message templates are the perfect way to maintain your corporate image, they look good and are easily recognised.
OutreachCRM Messages allows you to send personalised and stylish messages to groups, with the ability to send multiple messages without jamming your system.
- Track all of your critical contact and customer communications.
- Identify the last communication with a contact.
- Send documents to your contact groups.
- Keep your database up to date with bounce detection and subscription reports.
- OutreachCRM produces two lists of recipients for each campaign – one list with those who have an email address recorded, and one with those who don’t (for these an export to excel for mail merge letters is created).
- Your emails can include HTML options, short name links, clickable names which transform into email replies, and landing pages to your web site.
OutreachCRM Job Tracker
OutreachCRM Jobs helps you manage and track the different projects, tasks or the jobs you have on the go.
With OutreachCRM Jobs you instantly see all of your work in progress and you can move your jobs or projects through each stage of your business process.
OutreachCRM Jobs is the perfect complement to your OutreachCRM contacts database, as it lets you store all the jobs you have relating to each contact, where contacts can have multiple jobs underway. You can assign each job to different staff members, store a job profile, keep notes, search on jobs of any status, and customise your job card and job sheet for export.
OutreachCRM Jobs can be tailored to your specifications.
OutreachCRM Referrals
Keeping track of how people reach you provides vital information that can help guide marketing efforts to help you build a successful business. With this module you can record how clients came to you, link a contact to the person (or people) they have referred, and set levels required for changing up a reward status.
OutreachCRM Referrals assists in managing and tracking your contact referrals, creating a valuable tool for evaluating and refining your marketing efforts, creating an advertising plan to reach new clients, and rewarding those who regularly send potential clients your way.
OutreachCRM Support Ticket
OutreachCRM Support Ticket allows you to track issue queries and setup a ticket based support system (helpdesk). The option to integrate our Support Ticket system with your website means your customers are able to submit support tickets and track progress with notes posted by staff. OutreachCRM Support Ticket is configured to gather all the information you need to help your customers out.
- Increased Response Time
- Assign support tasks to team members
- Track time spent on help desk tickets
- Improve service quality & Customer Satisfaction
- Enable your customers to track their enquiries
OutreachCRM Billing
No more lost work with OutreachCRM Billing. Keep track of all the jobs you are working on for clients. As work is carried out and recorded, you can see how your estimates compare to the work-in- progress amounts. When a job is completed you have all the job information, the work carried out, the staff involved and the actual cost.
Linked with the OutreachCRM Ledger, invoices can be generated, or if the job is ongoing, you can set up a new forecasted invoice for the next billing period.
OutreachCRM Workshop
OutreachCRM Workshop offers you a flexible workshop management solution that fully integrates with your Outreach Contact Management system. Reduce time spent scheduling, streamline enrolment procedures, and promote your workshops all from one centralised system.
OutreachCRM Ledger
Records and receipts payments received, generates invoices and statements of accounts.
Tracks donations/subscriptions and links to contact details.
Imports and exports from your bank records, avoiding double entries.
Customised printable invoice, receipt and statement templates designed to the look and feel of your organisation.
OutreachCRM Ledger brings together financial and contact information. Designed specifically for not-for-profit organisations, it records, tracks and reports on contact transactions to provide personalised service to supporters, donors and subscribers.