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The Relationship Management module provides the tools necessary to manage important business information about not only your prospects and customers, but also vendors, business partners, and other third parties your company deals with. Contact and account information, schedules, a complete history of interactions and transactions, current orders and financial status, and other data are immediately available to assist your sales and support teams in effectively maintaining valuable business relationships.
The Opportunity Management module maximizes the efficiency of your sales force by helping to manage and identify the best strategy for moving to close the deal. By providing a tool to effectively manage every component of an opportunity, Opportunity Management helps your sales professionals capitalize on sales potential with prospects and increase business from existing customers.
The Intuitive CRM marketing management features provides a single location to create and track the details and results of your company’s targeted marketing campaigns. You can create targeted mailing lists of potential and/or current customers with the Search Manager and select the search to be associated with the marketing campaign. Deploy a campaign by automatically creating a mass-email or mass mail-merge document to all campaign participants. You can easily keep track of participants pre- and post-launch.
After launching a campaign, Intuitive CRM allows you to manage responses and associate opportunities to campaigns. A Marketing Response wizard is incorporated directly into the pane system, allowing users to quickly enter response information. You can compare actual responses with forecasted response rates to determine campaign ROI.
Intuitive CRM also complies with Do Not Solicit regulations, ensuring that companies / individuals who request to be removed from future campaigns are automatically excluded from future campaigns.
The Intuitive Service module helps you provide superior customer support. Through increased repeat business with your customer base and great referrals from your customers, the Intuitive Service option provides dramatic and measurable return on your investment. These support tools allow you to manage, record and resolve customer support incidents, quickly identify and address urgent customer issues, and analyze the effectiveness of your entire support department.
With Intuitive Service, your service and support departments can access and update detailed customer information, manage customer support incidents, track information to resolve defects, quickly process material returns and find answers to recurring issues fast.
"CRM" is part of the Intuitive ERP for regulated industries line of products, developed by Aptean.