Data Management

Customer Relationship Management

The Customer Relationship Management (CRM) functionality within DigitalPro CRM is fully customizable, flexible and is integrated with all other functionality – from email marketing to website tracking. DigtalPro CRM can be easily customized to compliment your business processes.

Unlike many other sales & marketing CRM solutions, DigtalPro CRM enables you to have multiple CRM databases – up to 999 individual areas – all included within one subscription. Each database can be configured separately and designed to work effortlessly with particular functions or departments of a business.

  • Have up to 999 individual CRM databases
  • Easily customize each database yourself around your sales process
  • Treat each database as separate entities or have them integrate with each other
  • Have each database assigned to a sales agent and editing who can access which database using ‘User Management’
  • Allow a more streamlined approach to closing a sale
  • View all interactions from an account within the CRM
Customer Relationship Management

Account Details

Have a complete view of your contacts information within the account details feature. By having a 360-degree view of your contacts’ information you can track every interaction, from calls made and emails sent, to website visits, social media activity and even the next steps needed to close a deal.

DigitalPro CRM allows you to have 100+ data fields, ensuring every element of communication and data is stored effectively. A contacts profile can automatically be updated – no matter how many users are working on the account – allowing changes to be displayed in real-time, which as a result saves a lot of time, increases productivity and ensures your conversations are always relevant and up-to-date.

  • Clear insight into a contact
  • Fully customizable account view displaying the information you want to see
  • Optimized filter options to find accounts quickly
  • Conversations and other interactions are automatically logged
  • Track everything, from points of contact to the amount of times someone has visited your website
  • Clear visibility of the sales cycle from enquiry to sale
  • Call agents able to customize the interface around themselves
Account Details

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