CRMTray is the customer relationship management module of PeopleTray.
Managing companies and contacts
Add and manage companies, contacts, documents, notes and actions. CRMTray includes:
- Easy adding of notes, actions, and documents.
- Documents are stored in CRMTray, or may be linked via a URL.
- Great tools for searching and filtering data to quickly find the information you need.
Opportunities
Keep track of the opportunities managed by each team member and for the business including size, close date and likelihood. View a summary forecast for the next few months, and the history of sales closed.
Associate documents and notes with opportunities, and assign and track actions to ensure that all opportunities are followed up and sales are optimised.
The following images show the general navigation features of CRMTray.
The Menu Panel provides quick links to open companies and contacts, to add new items and to open a list of items with filters to locate the item of interest.