Summary/Overview
Are you looking for CRM that manages all your business work in no time? Then iChannel CRM is the one for you. You will get all the details about the software in this article. So please read this; it will surely enhance your knowledge of the software.
Company Introduction
iChannel CRM helps you spend the perfect time building rapport. It is unique and gives the total view of the client with insight into the documents, projects and email. CRM security is a new feature that will add additional protection for different Projects, Activities and other modules within iChannel. It allows the organization to restrict the offices from seeing the various offices, clients, and organizations connecting with offshore teams. They can access the software for the better good.
It is a CRM tool that provides the organization with the perfect central database of contact management that allows it efficiently to manage the best contact information and even helps in your interactions with the companies. The advanced CRM will allow us to provide better service and even improve customer communications. It is a tool to free up the employees' time and even spend on the mundane task of data entry. It allows them to develop the best relationship with the activities to build with prospects and clients.
The iChannel CRM tool has the most significant benefit for the marketing coordinator and can observe growth and relationship building. You can keep witnessing the excellent connection among the resources, partners and clients.
Company Features
File management- it is the section that offers single pane glass from which the users can view and even access files from anywhere at any given time. It provides better standardization and version controls and even should have the ability to get into the retention administer policy. The CRM software will handle overall firms' content and even offer specialized integration points that will speed up the data collection and even help standardize the process. You can manage the files in the native file that will have flexible file sharing with the help of email and even secure the access of multiple users. You can take the collaboration to a new level with versioning, indexing, extensive search and online discussion with sort features and comprehensive examination. In addition, it will consider the check-out and check-in files that come with history tracking.
Workflow Management- with the help of iChannel workflow, you can monitor and retrieve the workflow progress and meet every deadline with every assigned workload within the organization. It comes with a project progress view and efficiently utilizes the team's resources. It is a unique CRM that will manage the status of the workflow information and even provide broader visibility of the data behind the projects, including files, contacts, emails, notes and even many more. It even manages all types of projects which will provide visibility to the users and the individual that will take the management in the workflow status and even have the task assignment of the individual task.
The responsibilities are tracking, managing, reporting and assigning so that all the assignments are on time before the due date. Hence, the work is in a balanced state across all the resources. There is a Rollover tool for workflow, which will allow the users to even search for the best workflow from the previous year. Even to define how the new creation f workflow will manage the years that use the combined data that roll over from the last year to the workflow templates. There is always a significant productivity gain that uses the workflow process. You can even send the file around, involving the parties and working collaboratively to help you track the products in the life cycle.
Email management- the CRM software will rapidly filter, search and sort emails. It will quickly get access and even identify in the most current iteration of the email thread. Email management will eliminate the problem of saving message copies and attachments. It gives you the privilege of automatic updates and even tracks the attached files and the history you can send with who, when and where. There will be full integration with Microsoft Outlook that will automatically store the attached documents and even message content.
It is a tool that will allow you to connect with different email communication to the perfect client record and witness everything you know with just one view and one screen. Outlook integration will allow easy processes like message, thread management, and even sharing messages, which will come as a cross to the organization effortlessly. You can couple it up with an embedded secure file and work with a transfer tool to gain the power of time savings.
Client portals- help integrate with the system and help the firm with a better representative that can serve the best with customers. The clients will visit the easy-to-access, secure portal, which will allow the clients to download, submit and update documents that are all against the request list. In addition, the client's intuitive dashboard will display each request's status, making it easy for the clients to submit the files and accomplish the task for good.
Pros
It is intuitive, and it solves all the queries in one go. You will get all the software details that make life easy for the users. The features are incredible to get the best use of the software.
Cons
In the contacts section, there must be a bifurcation. The navigation needs significant improvement to make the most of it.
Conclusion
Now that you get all the software details, it is time to get your hands on it so that you can use it and achieve success in your business and manage everything well.