Home > Solutions > CRM Software > CRM Features

Customer Relationship Management Software Features

Atlantic Global's comprehensive customer relationship management functionality enables you to easily manage all of your customer and project interactions.  Quick and easy to use, the Atlantic Global Solution can be configured to manage everything from a simple sales management system, through to collaborating all of your project documentation and communication.

		Client & Contact Management Capture all Client and Contact Data Define unlimited Custom Fields to capture bespoke Customer and Contact data Define unlimited Action types to capture all customer interaction such as opportunities, communication and support  Define SLA's for follow up actions Create different action status such as in-progress, to-do and complete Change all screen labels to represent your organisations terminology Generate unlimited bespoke action view filters
		Business Function Dashboards Easily create bespoke business dashboards to support the management of your business Configure your own sales management methodology and supporting dashboard Manage all help desk enquiries and resolution actions Implement a change management process Easily manage requests such as holiday and resources Centralise all project documentation and updates
		Define Business Processes Link actions to create business processes Define SLA's between process stages Automatically route processes to defined users Distribute processes to user dashboards
		Reporting Includes a comprehensive suite of standard reports New reports issued via our Product Updates section Detail, Summary, Cross Tab and Graphical Reports available Run reports directly from the screen using Context Sensitive Reports Export reports to MS Excel, XML and PDF Includes an inbuilt bespoke Report Writer