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A tool to manage the central repository of any and all people that are associated with or interact with your company and/or websites. The tool can be used simply to manage the users of your website or can be configured to store and manage fund managers, sales contacts, wholesalers and any other group of people that your company interacts with.
Features
- Central repository for all people that interact with your company.
- Configurable permissions for interacting with FundSys or any area on your website as defined by your requirements.
- Integrated with secure logon system that utilizes technology that does not require SSL.
- Custom search and configurable filters and sorting capability.
- Add unlimited categories and fields to store and manage information about the people that interact with your company.
- Works in your browser so no additional software to install.
CRM Features
- Fully customizable to your specific requirements so you work the way you do as opposed to the way the software does.
- Sales Campaign management.
- Email Campaign management.
- Configurable fields that can be defined to meet custom requirements.
- Complete call history and note history.
- Fully searchable.
- Powerful reporting and analysis tools.
- Integration with Microsoft Office and Outlook
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