Welcome to the évoSuite Customer Relationship Management (CRM) System Guide for your website software.

This software allows you to effectively improve the way your customers are managed.

Centralise, control and evaluate your sales and client servicing processes and track the actions and reactions of customers, suppliers and staff – CRM systems deliver both improved customer service and efficiency savings.

Enquiries received via your website can automatically create a task for a pre-determined team member in the CRM system.  Add electronic documents, images, notes and more to any task or action – thus creating a centralised filing system for all documentation relating to a customer.

What is a Customer Relationship Management (CRM) System?

Vastly improve your Customer Service ...

Having a built-in Customer Relationship Management (CRM) System allows you to significantly improve the way your customers are managed.

Centralise, control and evaluate your sales staff and your client servicing processes. Track the actions and reactions of both customers and employees.
CRM systems deliver both improved customer service and efficiency savings.

Our CRM is fully-integrated with your RéserveGroup website and as such, includes many intelligent features, taking it beyond the realm of other CRM Systems.

For example, enquiries received via your website can automatically create a task for a pre-determined team member in the CRM.

Combined with évoSuite enterprise™ Marketing, the CRM will also automatically track when a client has received any type of email communication from your website.

évoSuite enterprise™ CRM allows you to:

• Schedule calls
• Schedule meetings
• Create and track staff tasks
• Create all kinds of templates for letters, faxes and emails and have recipient details auto-fill
• Set automated rules for enquiries received through your website
• Create and track opportunities
• Create and manage e-Marketing Campaigns and analyse e-Marketing reports
• Add electronic documents, images, notes and more to any task or action
  and more...

You can also work with the CRM entirely in your Microsoft Outlook.