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PSS-CRM

A customer relationship management system designed by Progressive Software Solutions.
Questions about PSS-CRM? Call (800) 827-1151 and talk to a software expert now.

Full featured, yet moderately priced, this mid-market enterprise program is a two way fully integrated CRM system that communicates with customer service as well as Sage Business Vision accounting in real time. ​ Not to be mistaken with old technology CRMs or links to entry level contact management programs, PSS CRM is faster, more modern, and easier to learn than other crm systems that cost thousands more. ​ Don’t have Sage Business Vision yet? PSS CRM will still do the job for you. PSS CRM can run stand alone or interfaced with Sage Business Vision.

Marketing

  • Run Campaigns
  • Generate Leads
  • Form a Database

Sales

  • Assign Leads
  • Qualify Leads
  • Convert Leads
  • Track Opportunities

Orders

  • Deliver Products
  • Produce Invoices

Support

  • Manage Cases
  • Conduct Trainings
  • Provide Service
  • Develop Knowledge base

Functionality Modules

Time and Billing Get paid Review all billable and non-billable efforts Select which items should be billed - PSS CRM allows you to identify each billable conversation, e-mail, appointment and…

Reporting Get the information you need ​ * Create reports in verbal or illustrated format * Calculate billable efforts along with the sales cycle efforts - PSS CRM uses the latest…

Prospects Control your pipeline ​ * Monitor the progress of the sales cycle by salesperson or by stage * Promote prospects into customers in Sage BusinessVision * Track all…

Cases Help your customers, ​Help your staff Respond to cases faster with access to complete case and customer data. Manage cases across individual and team queues that are user…

Routing Automate routing of cars and trucks ​ * Select addresses based on Sage BusinessVision orders * Removes the need for double entry, saves time and errors * Optimize routes for…

Card-Scan Dymo Card-Scan integration ​​ * Synchronize or export to PSS-CRM, Outlook, Outlook Express, smart phones, Palm, Windows Mobile devices, Windows Contacts * Easily categorize…

Scheduling Scheduling with all resources required to perform a service ​​ * Schedule services and resources to serve customers effectively * Save time with familiar and easy scheduling…

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