DistinctCRM - Powerful Yet Simplified
Get organized, win new business, grow and satisfy existing customers! See More Below!
Mobile devices? We Got You Covered!
360-degree view of leads, contacts, and deals/opportunities. Create reminders, send emails, etc…. Forecast and report on the sales pipeline.
Support and Helpdesk
Convert calls, emails and other service requests into support cases. Assign to reps and monitor completion. Report on customer service bottlenecks.
Allow your customers access to their information, quotes, invoices AND MORE!
Convert deals into projects with assignable tasks, subtasks and milestones. Attach documents and related quotes and invoices. Monitor the progress.
Attach documents to any CRM record (multiple at one time). Automate email sending, pop-up reminders, and field updates. Request and accept payments via PayPal, allow customers to accept/reject quotes/invoices in portal and more.
Create Campaigns, capture leads from forms into DistinctCRM and even integrate with MailChimp.
Quotes, Sales Orders, Purchase Orders, Invoicing and Inventory!
Create products, services, and price books. Create quotes, invoices, purchase orders and sales orders. Sync with Quickbooks.
So Much To Share: Just Can't Do On One Page
Sales, Customer Service, Management: So Many Benefits…Contact Us Today!
Power in our CRM
Manage lead, contacts, organizations, partners, vendors and suppliers. Have visibility from history, emails, events/to do’s, projects or opportunities.
From DropBox, MailChimp, Our Marketing Automation Software, Quickbooks, Gmail Contacts and Calendars etc!!!
Reporting and Analytics
Brief Wording on Reporting and Analytics
Stay on Top of Things
Key Dashboard Metrics: not just the home page but in so many areas!
Powerful Portal For Your Customers
Let Your Customers Have Self Service! Accept quotes and invoices. Pay via PalPal!
Flow From Lead to Customer
Track Activity, Attach Documents and Nurture! Covert leads when ready and manage process all the way to customer!