CRM Accounts Management
Flibble CRM Accounts is the core of your CRM. Our tabbed browsing makes Account management a breeze. Stay informed with full Sales History, Project Management, Tasks and Helpdesk. Add Notes and create new Sales Opportunities, across single or multi-site organisations.
- Simple to Use
- Manage Sales Leads & Opportunities
- Assign Tasks and Follow-Ups
- Manage CRM Projects
- Create Notes
- Full Account History
- Add Multiple Contacts
- Upload and Store Documents
- Import from Office 365 and Google
Manage Your Accounts
Manage all of your customer Accounts with ease. whether it's ten Accounts or tens of thousands, Flibble CRM makes it easy. We can even set them up for you so you can hit the ground running.
You can add multiple site addresses for each Account, set a parent Account or head office. Google Maps allows you to view your customer locations and plan your journeys.
You can upload your files & documents directly in to the CRM or even link with Google Drive or Microsoft OneDrive.
The intuitive Accounts views allow you to search or filter on any account detail so you can get right to the information you are looking for, including outstanding Tasks and full contact information. Click-through to see the detailed information, including Sales Leads and Opportunities, Projects, Uploaded Files, Notes and HelpDesk Tickets.
With a full Account History, one click gives you that "big picture" in one place!
Add #HashTags for that extra level of detail, including search and filtering.