Hi,

I work for a small builders and we are currently looking at implementing our first ever CRM system to replace our current single-PC based system (and paper address books!).

I have been looking at junariCRM but my major questions relating to the product are:

1. Does it store Company and Contact records (this is vital!!)

2. Does junariCRM have any kind of marketing tool that would allow us to email a list or subset of our customers?

Thanks very much

Jack Purcell

Hi Jack,

Thanks for getting in contact with your questions.

With regards to storage of Company and Contact details, junariCRM does all that you have asked and much more. The Companies & Contacts module has the following functionality:

• All Company & contact details with notes and all relevant information


• Contacts can be stored individually, or linked to one or more companies


• Company Categories, such as electricians or plumbers


• Company Structure (parent / subsidiaries)


• Market Segment


• Capture source to store where the lead was generated from, i.e. ‘Word of Mouth’ or ‘Gumtree’


• Basic or Advanced Search modes to quickly find Companies or Contacts


• Displays all related information such as Opportunities and Scheduled Activities


• Quickly create related information, such as a new Opportunity or a Calendar item


• Capable of holding multiple addresses per company and multiple contacts per address


• Contact Import / Export from Excel for example


• Print Address Labels for physical mail shots


• Send e-mail

junariCRM also has a built-in email marketing module with the following functions:

• Plain text or HTML formatted e-mail capability


• Data-integrated e-mail templates (can pull data fields and tables of data from any CRM entity) capability


• Email queuing for later, scheduled delivery (e.g. to spread out mail-shots over time)


• Supports E-mail filing from Outlook and Thunderbird into the customer’s contact history

We believe that junariCRM is one of the most flexible and powerful CRM systems currently available and would be happy to arrange a demonstration of the above functions. Is there anything else we can tell you about the product?

Ben

OK, great info. We are still looking at all of our options and will be back to arrange a demo at some stage.

Thanks!

Many thanks for your questions Jack. Please feel free to drop us a line if you have any more.

Ben