QMS CRM

QMS CRM is our customer relationship module which provides powerful features as a standalone or integrated into QMS suite. Through this module users are able to keep detailed information regarding customer accounts as well as potential client information. Using a two tier system users are able to create a customer detail record in the system, this will not be available to other modules until this record is confirmed as a customer. Utilising this method allows users to compile databases of potential clients and utilize this information in marketing runs, utilising the emailing and SMS functionality found in the system. The CRM module also offers a flexible follow up system that allows you to enter details regarding client communication for future reference, including the attachment of documents and files. A debit collection utility is also available allowing the monitoring of dues to be collected, including reminders and alerts, as well as colour coded classification.

Main Features

  • User friendly interface
  • Highly customisable
  • Full integration to other QMS modules
  • Extensive searching and drill down capabilities
  • Follow up functionality
  • Document and file handling
  • Debit collection system
  • Emailing and SMS functionality
  • Full security and auditing functionality

Screenshots

Requirements

Client Workstations

Installation of QMS only

Minimum Requirements

Processor
Intel Pentium 1.5 GHz or faster
Memory
1GB of RAM
Hard disk free space
50MB
.Net Framework
Version 2 or higher

Recommended Requirements

Processor
Intel Pentium 1.8 GHz or faster
Memory
2GB of RAM
Hard disk free space
50MB
.Net Framework
Version 2 or higher

Server

Installation of Microsoft SQL Server and QMS

Minimum Requirements

Processor
Intel Pentium 1.5 GHz or faster
Memory
2GB of RAM
Hard disk free space
2GB
.Net Framework
Version 2 or higher

Recommended Requirements

Processor
Intel Pentium 2 GHz or faster
Memory
4GB of RAM
Hard disk free space
4GB
.Net Framework
Version 2 or higher

Supported Operating Systems

Client Workstations

  • MS Windows 7 (32-bit or 64-bit)
  • MS Windows 8 (32-bit or 64-bit)
  • MS Windows 10 (32-bit or 64-bit)

Servers

  • MS Windows 2008 Server (32-bit or 64-bit)
  • MS Windows 2008 R2 Server (32-bit or 64-bit)
  • MS Windows 2012 Server (32-bit or 64-bit)
  • MS Windows 2012 R2 Server (32-bit or 64-bit)

Supported Databases

Microsoft SQL Server

  • SQL Server 2005 (32-bit or 64-bit)
  • SQL Server 2008 R2 (32-bit or 64-bit)
  • SQL Server 2012 (32-bit or 64-bit)
  • SQL Server 2014 (32-bit or 64-bit)