Accounts, CRM & Support Software

Accounts, CRM & Support Software

Didn't find your answer?

My company, a software company with a reasonably priced B2B package is sourcing good scalable software capable of combining accounts, CRM and support desk functions.

We need access from anywhere for users and limited access for customers to view their support queries. Online bank recs, online purchase payments and maybe online VAT submission.

We need a fair bit of automation, ie. auto reminder emails to customers when support contract nearing expiry and auto confirmation emails when a support request is recorded.

These are just a few criteria. We have viewed several systems which have varying degrees of integration but I would welcome any suggestions for us to take a look at.

Cheers
Martin
Martin Lea

Replies (2)

Please login or register to join the discussion.

avatar
By alisonfisk
13th Sep 2007 15:43

Accounts, CRM and Support Software
Martin

Take a look at Pastel Evolution - a mid-tier package from Sage Pastel which combines a powerful accounting solution, CRM and support desk solution, indeed, the CRM element was originally designed as a support desk solution. It can handle bulk emails, auto route emails, and makes use of 'incidents' to enable escalation of support issues or anything else you need to deal with. Also features a knowledge base and document repository so your support people can share knowledge, store doscuments and email them directly to clients.

Loads of great features at a cracking price.

visit www.pastel.co.uk for more details and a downloadable brochure, you can email me [email protected] and I will be glad to help.

Thanks (0)
avatar
By AnonymousUser
13th Sep 2007 14:46

We have a similar business to you.....
Hi Martin,

We have a similar business to you, although we are not software authors, we resell, train and support accounting and CRM solutions.

I would be very happy to discuss with you how we cope with the automation of our office.
Please email me directly at [email protected]

Kind regards,

Mark Hallett

Thanks (0)