The prospect database can be queried, filtered and searched in a number of ways.

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Profiling helps identify target prospects, and report on what stage in the decision they have reached. Additionally you can assign keywords and mailing list attributes for marketing.

Powerful marketing tools allow you to design your own HTML emails within Accura, or use downloadable templates. You can then schedule an email broadcast to target prospects.

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An integration with Groupmail  Insights allows you to analyse email opens, and click-through link tracking.

A true CRM gives you a complete 360 degree view of your clients, not just sales, but also after-sales.

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Our CRM allows you to log  & track "service tickets" when customers have queries or issues.

 

Tickets are allocated to case-workers, activities assigned  and resolv - giving customers peace of mind and improving service levels.

Outlook/Outlook 365 integration provides calendar and task synchronisation with the Accura CRM module.

 

Appointments/reminders added, changed, or deleted in either Accura CRM or Outlook with be synchronised in the background.

The CRM module is activity-driven. Task can be assigned to the relevant people and priorities set.

 

Each new activity or appointment triggers a follow-up, and pending tasks will appear on each user's ToDo list to be worked on dily.

Sales opportunities allow you to manage quotes and projects across your sales team.This allows you to forecast month-on-month sales, cash-flow and growth.

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Each sales agent is repsonsible for updating their opportunities within the CRM.

CRM reporting enables you to track sales activity,  opportunity pipelines, forecasts and  marketing campaigns as both list-style reports and incorporating graphs.

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Our custom layout designer let's you design your own reports with ease.

Send SMS texts with a single click from anywhere within Accura.

 

A range of SMS providers are supported including: BulkSMS, Twilio, Plivo, and BoomSMS - each operates a subscription or credit charging model.

The built-in calendar allows you to see your appointments and those of your colleagues in one view.

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Appointments can be dragged-and-dropped on the calendar and updated directly. The Calendar also support bi-directional sync with Google G-Suite and MS Outlook.

Campaign management lets you assess which forms of marketing are giving you the best results - whether it's an email campaign, fax, mailshot, or telemarketing.

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Track enquiries through to orders and view % conversion rates.

Google G-Suite integration provides calendar and task synchronisation with the Accura CRM module.

 

Appointments/reminders added, changed, or deleted in either Accura CRM or Outlook with be synchronised in the background.

Use Groupmail Insights (account required) to track email campaign opens, click throughs and responses.

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Insights campaigns are created automatically when you email broadcast from CRM and links are converted for tracking converted for tracking. Analysis which campaigns work,and which don't.