A CRM that can be customized to work the way your business does.

A frustration of most off-the-shelves CRM solutions is that they are not easy to configure to reflect the way your business works.

Most business have unique data collection needs, for instance if you are financial planning firm, you will need to collect investment details against each client so you'll need to add additional fields and or rename existing fields to cater for this.

Total Enterprise CRM allows complete flexibility, allowing your business to capture additional fields, change layouts and even the way that the CRM operates.

What can be customized?

In Total Enterprise CRM, the following can be customised:

• Data Capture fields - capture what you want, in the way that you want.
• Custom Fields - create new fields easily
• Custom Modules - create business specific custom modules
• Data Layout - flexibly layout your screens to match your business
• Workflow - modify how the CRM works (Business Rules)