Legrand CRM Professional Edition - the powerful, affordable CRM package for teams and smaller companies
The perfect and unique solution if you are looking for a single package to cover all the core business functions: marketing, sales, operations, purchasing, accounts, and customer services.
Legrand Pro opens up these useful optional features – seamless QuickBooks integration, integrated customer service, and item tracking.
With rich features like full Outlook integration, personalised bulk e-mailing, and TAPI telephone support, you might expect it would be a major job to implement. Yet so simple is Legrand to configure that you can be up and running within two days.
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Legrand CRM Professional Edition |
Ease of Use |
- Simple, logical user interface
- Modular approach – Companies, Contacts, Campaigns, Opportunities, Calendar
- Easy to find companies and contacts
- Instant 360 degree view of all company data on a single screen: company details, contacts, opportunities, marketing campaigns, and all activities
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Scope |
- Marketing module makes it easy to track sales back to marketing campaigns
- Useful worklist feature aids working with contacts
- Use company and contact keywords for tagging records for mailings, segmented marketing, etc
- Group calendar shows all users appointments on single screen
- Integrated customer service module (optional) adds customer service information to the account view
- Integrated item tracking module (optional) adds product information to the account view
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Outlook Integration |
- Simple Outlook add-in lets you selectively import emails sent and received, but otherwise leaves Outlook alone
- Easy to create new Outlook emails from Legrand
- Easy to import contacts from Outlook
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Configurability |
- Easy to customise module names, screen labels and tabs through the user interface
- No coding required enabling rapid, so can be deployed yourself or with minimal professional services
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Data Structure |
- Logical data structure includes multiple contacts, service issues (optional), and products (optional) per account
- Easy to link companies to track subsidiaries and associations
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Performance |
- Application size under 40MB ensuring low resource overhead and excellent performance
- Reliable synchronisation for off-line users
- Bulk e-mail merge
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