3GVision was with us from the word go. They set-up the system, helped us import our customers and developed customised features all in record time. Their support and development teams in England and Australia never ceases to amaze me, we request a feature during the day and whilst we are in bed they install it ready for us to use the next morning. They have enabled us to automate our business in ways I never imagined. 1 system for all our customer data, emails, faxes, sms, documents.... We love it!
Manager RNW90 - UK
What is 3G Business CRM Software?
"Powerful CRM software features & CRM functionality for any company ..."
Manage business-to-consumer (B2C) and business-to-business (B2B) relationships and obligations with ease. Multiple contacts, business details, addresses, telephones, emails, etc. Over 100 totally configurable fields so you can tailor your requirements exactly.
Create custom events to automate sales tasks, actions and processes. Use simple wizards to automatically generate PERSONALISED Emails, Faxes, SMS, Letters and Quotes. 3GB processes are totally configurable, with the ability to add as many Status, Actions and Case Requirements as required.
3GB Messaging uniquely provides Functional and Departmental messaging and fully Unified Messaging. Using Messaging Clients and simple Wizards delivers all the tools needed to create, send, receive, manage and store Emails, Faxes, and SMS – as well as phone records.
3GB marketing provides drill-down and analysis across all data, including sales stage, groups, job titles, location, order type, and much more. You can customise your campaigns to send specific lists and sub-lists offers via Email, SMS, Fax, or letter, or if you wish, simply export to another system or service provider.
The 3GB Account Manager sets up products, prices, discounts and taxes, and manages specific products each customer purchases. You can generate quotes and set-up payment plans, simplifying sales invoice and receipt management. Due and overdue payments ensure staff are always up to date with accounts.
Through the 3GB Calender, you can view, manage and edit all these levels of calendar. Uniquely, you can also view customers’ and vendors’ calendars. The Contact Management system allows viewing Historical and Future appointments that ANYONE within your organisation has booked with that customer.
3GB e-Docs automatically manages all documents created, auto-generated, attached, sent, and received. Uniquely, it manages all received email attachments and faxes, automatically labelling, cataloguing and categorising directly into the right file. The e-Doc system is both company and customer centric.
Designed for professional service companies, that provide numerous Jobs or Services to the same customers or clients. View / Manage / Track all Jobs or services from the company, team or consultant level. Manage all Job related information such as Job Details, Notes & Comments, e-Docs, Time & Material, Accounts, 5 Configurable user tabs + Much more ...
