MYezCRM© is designed for the SMB market and brings some of the enterprise functionalities for the SMBs. It comes with the major features expected of enterprise CRM systems without the huge price tag. With cloud based pay-per-use model and ready to go with minimal to no customizations required, it allows SMBs to try to improve their customer experience without risk of large investments in time and money.
Message-of-the-day
- Messages displayed to all users upon logging in
- Easy message creation with
- control over when to display messages
- styling and emojis/emoticons
Inbound screens
- CTI capable
- create cases/interactions/appointments
- refer to old/existing cases/interactions without loss of existing context
- refer to FAQs, product information and campaign information without loss of existing context
Main Screens
- Case updates and creations
- Appointments and To-dos
- Create interactions and appointments
- perform campaign execution
- Refer to cases, accounts, contacts, leads, campaigns, faqs, product info without loss of existing context
- Adding and updating contacts and leads
Management
- Dashboards
- Historical reporting
Content Management
- Upload images
- Adding and editing product information
- Adding and editing FAQs
Campaign Management
- Creating and updating campaigns
- Creating and editing campaign lists
- Importing leads from excel files
Access to the various features is controlled down to the user level. A user can only see/access the features they have been allowed to access. This is to control information exposure as well as to minimize information overload for the user.