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Customer Relationship Management (CRM) Software

PRODUCTS - PERFECT NOTES CRM

Perfect Notes CRM is an Australian Customer Relationship Management software solution designed for the small to medium business. These businesses need a simple, straightforward, centralised CRM solution that will not cost a lot, has all the basic processes required to streamline their business efficiencies, and can readily be customised to meet the particular requirements of an individual business.

It was designed with the following core aims:

  1. Be entirely Australian designed and developed
  2. Store details of contacts – whether attached to an organisation or not
  3. Track activities against each contact
  4. Record general notes against each contact
  5. Send and record emails to and from each contact
  6. Search all information recorded
  7. Escalation of overdue interactions
  8. Allow files to be associated with a contact
  9. Report on lack of contact with people, to ensure no one 'drops off the radar'.

Perfect Notes CRM was written and is supported by us. Imagine how nice it would be to actually be able to speak to the designer or developer about problems or new features.

CRM Dashboard

Your business will always have the most up to date information available – and everyone will be able to see what the last interaction with your customers was, so no one will have a nasty surprise when contact is made. When you think about it, inefficient management of contact with customers is responsible for a large number of the headaches and costs of a small business. The solution to this is simply Perfect Notes CRM.

 

 

Perfect Notes CRM version 1 is in release. Running on the well understood and easy to implement IBM Lotus Notes/Domino platform it is robust and stable.

Perfect Notes CRM version 2 is in development. Some screenshots will be coming soon although in appearence it will be very like version 1.

It will be state of the art, web enabled, cross platform and will address some customer concerns by not running on the IBM Lotus Notes/Domino platform. We think these concerns are unfounded but we listen to our customers.

Some more information about release 2 can be found in the News page.

Anyone implementing version one gets an extremely cheap upgrade to version 2 if they decide to go that way. We will try seriously hard to make these customers happy.

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