iCRM is currently under development, here are some early details on what is planned. Below is an early screen shot showing the hierarchy of information associated with a Company.
Basic features include:
- Capture of Company and Person details
- Create invoices, capture and allocate payments and generate statements
- Capture details of contacts and follow-ups
- Capture and track details of opportunities
- Create and track programs, projects and project tasks including tracking budgets, commitments and actual expenditure/cost
- Create and track issues and risks
- Capture and maintain IT system inventories and track annual capital and operating costs
- Reminders list for past, due and upcoming tasks, follow-up contacts, invoices, bills, issues and risks
- Dashboards showing summaries of key information
