Customer Relationship Management
Evolutive CRM system allows you to manage your most important business relationships more effectively and more efficiently. Keep all contacts in one, unified database system with the ability to easily view all communications, interactions and retrieve real-time information at any given time, via full audit logs.
The flexibility of Evolutive allows you and your organisation to customise the system to adapt to your own business processes.
Collaborative CRM Working
Evolutive has been designed specifically for use within multi-partner environments to support collaborative working and key account management. Organisations can share information in a cross-directional way, enforced by technology which enables restricted access to specific teams, partners and departments if required.
Electronic Document Management
The electronic document management library within Evolutive facilitates the management and storage of documents in a range of standard formats including PDF, Word, Excel etc.
An unlimited number of documents can be added to the library and made available to your entire team.
Evolutive can be seamlessly integrated with other internal systems to ensure data sharing throughout the organisation.
Evolutive is also fully integrated with Microsoft Office - enabling emails to be sent via Evolutive directly through MS Outlook. Emails received into Microsoft Outlook can be 'imported' into Evolutive, creating 'tasks' and automatically including any associated document attachments. Tasks can be entered into Evolutive and synchronised with MS Outlook calendar for non Evolutive users to access.