CRM Manager
Table Of Contents
Customer Relationship Management (CRM) is an important part of running an effective business. The CRM Manager in Khaos Control provides a central location for managing customer interactions, sales opportunities, tasks, appointments and customer feedback.
The CRM Manager is designed to help you:
- Track communication and contact history with customers and suppliers.
- Manage and review sales opportunities and quotations.
- Create appointments, actions and task lists with reminders.
- Monitor quotation conversion rates.
- Record and manage customer comments, feedback and complaints.
By keeping all customer relationship activities in one place, the CRM Manager helps improve visibility, communication and follow-up across your organisation.
CRM Manager Tabs
The CRM Manager is divided into several tabs, each focusing on a different area of customer relationship management.
Appointments and Actions (List)
The Appointments and Actions [List] tab provides a list-based view of appointments, actions and reminders.
This view is useful when reviewing outstanding activities across users, customers and dates.
Appointments and Actions (Diary)
The Appointments and Actions [Diary] tab displays appointments and actions in a diary-style layout.
This allows users to plan and manage schedules, appointments and upcoming activities.
Contacts
The Contacts tab provides a central directory of customer, supplier and user contact information.
The tab includes powerful filtering options, making it easy to locate contacts using names, telephone numbers or email addresses.
Tasks
The Tasks tab allows users to create, assign and manage tasks.
Tasks can be assigned to yourself or other users and can be linked to customers or suppliers. Reminders, actions and progress tracking can also be managed from this area.
Comm Log (Leads)
The Comm Log (Leads) tab records communications and enquiries.
This area is commonly used to manage incoming leads and maintain a history of customer interactions.
Quotes (Opportunities)
The Quotes (Opportunities) tab helps track potential sales opportunities.
From this screen you can:
- Monitor open opportunities.
- Review successful quotations.
- Record lost opportunities.
- Analyse quotation conversion performance.
Opportunities can be managed both at a system-wide level and for individual customers.
Complaints (Cases)
The Complaints (Cases) tab provides tools for recording and managing customer complaints and feedback.
This helps ensure issues are tracked, investigated and resolved effectively while providing useful reporting and analysis.
Key Benefits of Using CRM Manager
Using the CRM Manager can help your business:
- Improve customer communication and follow-up.
- Keep appointments, actions and tasks organised.
- Manage leads and sales opportunities more effectively.
- Track customer feedback and complaints.
- Provide visibility of customer activity across your team.
- Improve reporting on sales performance and customer interactions.