iCRM

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.

iCRM Sample

 

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

 

 

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