NewTel Systems

Manage Your Customers Effectively.

CRM Software

NewTel Systems CRM

Our Customer Relationship Management System will keep your business running smoothly and successfully.

Customers

Easily manage your customers and their contacts, create multiple contacts for your customers and set proper permissions. Customers area is fully separated from the admin area. Clients have their own client portal with all financial data from your company presented in clear view. Set customer reminders Never forget anything about your customers.

Recurring Expenses

Creating recurring expenses. Set up a recurring expense and the expense will automatically be created after the specified period. The period time could be days, weeks, months or years.

Estimates

Create estimate within a minute, sent to your customers and wait to accept, add notes for better organization for your next actions, create reminders. Ability to auto convert the estimate to invoice after customer accept.

Projects

Manage projects and track time spent on project for each staff member. Professional Gantt Chart included for each project and staff member.

Milestones

Create milestones for projects and track time spend based on milestone. Ability to Drag and Drop tasks between milestones.

Leads

Manage all of them in one place. Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals. Organize your leads in stages and change stages easily with drag and drop. Ability to auto import leads from emails, facebook, sites and import leads from .CSV file included.

Import Leads From Facebook And Mail

We have developed a Facebook app imports all the leads that customers put in Facebook directly to the CRM.

Popup Incoming Call

When an incoming call send the user jump to popup in the CRM with customer information.

Click to Call

You can click on a phone number in the CRM and the phone extension dials.

Call Log and Recordings

You can view a customer profile in any activities, log calls and recordings.

Sync Calendars

CRM know Automatically synchronize calendar and your contact list.

Contracts

You can add new contracts based on your clients. Adding contracts is very simple, you can set start date and end date and have clear view of all your company contracts in one place. You wont need anymore to search in your desk documents. Create PDF contracts and send to your customers. Contract overdue reminders available.

Departments

Assign your staff to specific departments and ability to auto import tickets by department email.

Staff Reminders

Setup staff reminders for staff member with ability to  notify by email and built-in. Reminders are available for important features.

Events

Create private or public events. Receive notification  when an event is coming built-in and email.

Media Library

Upload files in media library. Each staff member that is not admin have their own folder for uploading files.

Goals Tracking

Setup goals and tracking achievements. Use the Goals Tracking feature to keep sales goals in mind.

Recurring Tasks

Create tasks that will be auto created for a given time.

Reports

Reports
Sales
Expenses Report
Reports by customer
Custom date picker
Leads Conversions
Knowledge base articles (Track if your article is useful to clients, improve text based on votes)

Responsive

A fully responsive CRM you can easily access your data from mobile or tablet.

Activity Log

Track all staff activity. Adding new items, creating, deleting.

You Can Rely On Our Highly-Trained Networking & Voice Experts!

Resources

Contact Us

Phone:
1.212.681.0000

Fax:
1.212.401.8634

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