Are you a small-to-medium enterprise (SME) looking for a Customer Relationship Mangement (CRM) Software as a Service (SaaS) solution to help manage your growing business? Are you tired of CRM solutions that are just not intuitive or have horrible workflow?
Does your company need to funnel in Sales leads? Manage company calendars or keep a repository of company documents? Well Elements CRM (formerly known as Elements SBM) does this and so much more! You have never seen or used a Cloud Computing CRM solution quite like this before and we are only getting started.
Elements CRM is an easy-to-use CRM solution for managing contacts, calendars, sales, inventory, projects, documents and much more. Elements CRM streamlines company processes and boosts customer satisfaction. Organizations can enjoy unparalleled productivity, revenue growth, and business intelligence with Elements CRM, a CRM solutiuon for the Mac.
Elements CRM has everything that you need to manage your business, in one place. A place that you can connect to from anywhere at any time. Where your customers, clients and employees come together to contribute the information that allows you to make real time decisions about your business. No more waiting for monthly reports to learn of your company`s health.
No more hodge-podging systems together, crossing your fingers and hoping it will all work together. Elements is a clean, feature-rich, one-stop-shop for all your business management needs.
Here are some key features of "Elements CRM":
· Connecting the Dots
Every business has data. Lots of data. When you think about it, lots and lots of data. Your data can be your guiding light on the path of growing your business, or it can be the siren`s wail that pulls you off course as you try to cope with this bit of information here, that bit over there, and that big pile of papers over there.
Elements SBM is your guiding light. It can not only show you your customers, it can show you how your customers impact your business, and help you better utilize the resources that you have to make the most of your existing customer base.
Do you think this sounds good? It gets even better, as Elements SBM helps you manage your products, employees and leads. It can help you manage your finances, keep track of news on the Internet that affects your business, and even facilitate communication between your team without worrying about spam, viruses and other distractions that keep you from doing business.
How do you turn a lead into a customer? How many sales did you make in District A last month? Is your web site making or losing you money? By connecting the dots between your data, your resources and your processes, Elements SBM will help you answer these and millions of other questions.
· Manage your Business
You`ve poured your life blood into your business, and it is starting to grow. Congratulations! Unfortunately, with new opportunity comes new challenges. We know, we`ve been there. And we designed Elements SBM to be your managerial assistant, so that you can focus on what you do best.
We start with an On-Demand hybrid web application that you can access from anywhere, anytime. On holiday in the South Pacific? Pop by an Internet cafe, log in to Elements SBM and see what your sales team is up to. Run across something at home related to one of your products? Kick the kids off of the iMac and file a quick report within Elements SBM -- everyone on your team will have access to it instantly.
· Open all the time
To the beauty of a 24/7, always-on system, we add genuine workflow that helps you intuitively. Got a lead? Put them in the system, providing as much or as little information as you have. Elements SBM will put them into your sales cycle, reminding you to contact the lead at just the right times. Did they buy something? Wonderful! They`re turned into a customer automatically, added to your preferred sales contact cycle, the invoice is created automatically, and everything flows right into the financial system.
You`ll have access to real time financial data, more reports than you can imagine, and all the tools you need to take your business to the next level, or make life at the current level so much easier.
· Work Together
One of the joys of having employees is counting on them to deliver more to your bottom line. Of course, that`s tempered with the demands on your time for keeping them on task, holding meetings, and all the overhead associated with managing a staff. Communication, which was once a simple matter of you talking to your customers, now takes on a new dimension as you struggle to roll out new product offerings, make sales assignments and discuss business strategies.
Elements SBM steps in to bridge that communication and management gap. When your sales staff enters an order, the accounting system instantly has the numbers, the inventory updates on the fly and the system can automatically schedule a follow up call.
Imagine a world where your remote sales staff connect from anywhere, at any time, and enter sales directly into the system, generate an invoice, and have that sale roll through to an accounting system. Imagine that every point of communication from the time that customer was a lead to the point of purchase was recorded.
Here are some key features of "Elements CRM":
· Configure preferences and email settings.
· Manage your Contractor`s information.
· Manage employees and assign access permissions.
· View your organizational chart.
· Define your company information and departments.
· Manage company locations and resources.
· Set tax jurisdictions.
· Schedule and manage company calendar events.
· Create employee roles and set bill and pay rates.
· Monitor company usage of storage space within Elements.
· Subscribe to RSS news feeds to be viewed by your team.
· View legal information about Elements and Ntractive.
· Review and manage detailed billing associated with Elements .
· Export company data in XML or CSV format as often as you`d like.
· Review and manage your priorities of the day.
· Manage your personal contact information.
· View your department and company directory.
· Contact your colleagues through iChat, email and Skype.
· View your company`s organizational chart.
· View legal information about Elements and Ntractive.
· Track FedEx packages.
· Set your basic program preferences.
· Configure your Dashboard settings.
· Read the latest RSS news feeds.
· Define Flashbacks (just like Bookmarks in Safari).
· View a directory of Contractor`s your company works with.
· View calendar by week.
· Add events and post to your iCal.
· Set Calendar preferences.
· View Calendar for day, month and year.
· Check availability of locations and resources.
· Review calendars of each employee.
· Schedule personal, department and company events.
· View and manage To Do Items and project tasks.
· Configure outgoing email server settings.
· Send and receive internal messages with colleagues.
· Receive meeting invitations and project messages.
· View system messages from issues and features reported.
· Forward messages to other colleagues.
· Send external emails.
· Set message priorities.
· Set internal message preferences.
· View and send attachments internally.
· View sent messages and the date and time they were read.
· Begin an iChat conversation with colleagues.
· View department and company status board.
· Create time sheets for time spent on projects or accounts.
· Create time sheets for tracking external contractor`s time.
· Check in and out of Elements for time tracking.
· Check location and expected return time of colleagues.
· Review and edit time sheets for projects and accounts.
· Generate time sheet reports.
· View analytic charts.
· Call contacts using Skype.
· View and edit personal contacts.
· Set map and display preferences.
· Begin an iChat conversation.
· View a contact`s Linkedin account.
· Convert personal contact into company contact.
· Import contacts from the Address Book on you Mac.
· Share contact info with other Elements users.
· Send contact an email using your mail server.
· View Google map and directions to their location.
· View and edit company contacts.
· reate and edit notes.
· Print notes for viewing convenience.
· Share notes and to do`s with colleagues.
· Quickly add notes from your Dashboard.
· Add to do items, also shown in the Calendar and Home Element.
· Expand your notes box to create increased working space.
· Set alarms, priorities and due dates for To Do Items.
· Add and manage payment terms.
· Store and easily edit product details.
· Set product and purchase order preferences.
· Create, print and email purchase orders.
· Manage purchase order approval process.
· Monitor, reorder and receive inventory.
· Make inventory adjustments.
· Create custom categories to define products.
· Store and edit vendor and manufacturer`s information.
· Create product components for manufactured items.
· Associate labor items with products or components.
· View and manage projects associated with products.
· Store issues and feature requests associated with products.
· View panoramic customer sales overview.
· Define and generate reports on sales class.
· Configure parent/child relationships between contacts.
· Generate custom exportable mailing lists and email lists.
· Convert and move company contacts.
· Track important dates tied to your customers.
· Email Estimates and Invoices which customers can pay online.
· Perform Mail Merge using Pages or Microsoft Word.
· Add a time-stamped note to a history record.
· Import and export accounts in XML or CSV format.
· Define custom contact roles.
· Define account types (i.e. leads, customers, etc.).
· Generate Quick Reports with an account overview.
· Set general account preferences.
· Assign accounts to individual employees.
· Create custom categories to define accounts.
· Add and manage credit and payment terms.
· Import accounts from your Mac Address Book.
· Create, view and edit contact details about each account.
· Add people and locations associated with each account.
· View a Google map to an account`s location.
· Hide customers` financial data from users.
· View and manage projects associated with accounts .
· Send an email to an account with one click.
· Download an account`s vcard.
· Generate and view calls in your call queue.
· Process credit card payments.
· Add and manage feature requests.
· Create and manage estimates, invoices and sales orders.
· Convert estimates to invoices with one click.
· Generate sales, account, category and salesperson reports.
· Store and manage company assets.
· Set invoice and tax preferences.
· Generate specific tax and asset reports.
· Add and manage payment terms.
· Customize and manage online bill pay.
· Import items, customers, jobs and vendors from FirstEdge.
· Post products, sales, PO`s and vendors into FirstEdge.
· Import items, customers, jobs and vendors from AccountEdge.
· Post products, sales, PO`s and vendors into AccountEdge.
· Use Authorize.net or Paypal for credit card processing.
· Generate invoice, time billing and project statements.
· Report product issues and request features.
· Establish priority levels and assign to specifc employees.
· Attach files associated with issues and features.
· Send internal messages about issues and features.
· Attach issues and features with products, accounts or projects.
· Post solutions and mark issues and features as complete.
· Track statistics on progress of development.
· Set developer preferences for issues and features.
· Generate multiple detailed issue feature reports.
· Add project notes stamped with a date and time.
· Set project stages and quickly view the stage of each project.
· Assign tasks to project stages with automation tools.
· Create custom categories to define project information.
· Create project and task templates.
· Set project preferences and project types.
· Attach projets to products or customers.
· Approve and manage submitted projects.
· Set project priority level.
· Assign task risk level.
· Create and manage private projects.
· Manage people associated with each project.
· Store detailed information about each project.
· Attach documents to projects.
· Send internal project messages.
· Manage project issues and features.
· Manage, track and update task progress status.
· Manage billing associated with projects.
· Develop and edit project and task budgets.
· Order and manage products required for tasks.
· Generate detailed task and project reports.
Requirements:
· Internet Connection (Broadband or better)
· 13" display (1024 x 768 resolution or greater)
Limitations:
· 30 days trial
What`s New in This Release: [ read full changelog ]
· [New] - App - Elements CRM now on Mac "App Store".
· [New] - App - Elements CRM now supports both "i386" and "x86_64" architectures.
· [New] - App - Added new "Training" help menu.
· [New] - App - Elements CRM no longer supports 10.4 and PPC.
· [Fix] - App - Fixed issue with "North American Server" not being selected as default.
· [New] - App - Updated the Help Menus
· [New] - SDK - Added PHP code example. Provided by: Kris Hadlock, Studio Sedition.
· [New] - Online Payments - Added the ability to customize "Title" Color.
· [New] - Online Payments - Added the ability to customize "Button" Color.
· [Chg] - Sales - Confirmation # now stays attached when switching forms
· [New] - Sales - Invoice creation screen now allows you to see the full name of a product.
· [New] - Sales - 100X Speed impovement with accounts over 5000 records
· [Fix] - Sales - Fixed and issue with "Individual" cell phone numbers not updating.
· [Fix] - Sales - Fixed an Issue with State menu`s not working properly.
· [New] - Calls - Added the ...
