Key weCRM Features

Key Modules of weCRM


Lead Management:

weCRM has an ability to manage leads, from creating through converting them into better opportunities. It also imports leads from external sources like trade shows, seminars, web downloads, and direct mail. weCRM also changes lead status according to the sales process. Users can convert their leads into sales opportunities, accounts, and contacts with just one-click.

Account Management:

weCRM tracks all the accounts and related opportunities, cases, contacts, and other details from its core. It also identifies parent-child relationships between accounts and their divisions. For future reference, it attaches customer-specific documents to accounts.

Product Customisation:

It makes custom fields/pick lists according to business requirements. It also personalises tabs by using drag & drop functionality so modules that are irrelevant to sales process can be veiled.

Activity Management:

For quick future reference, it adds all vital customer-related e-mails in weCRM. In addition, it also stores all the details of customer’s call and meetings. In order to have a streamlined sales process, it manages daily tasks to the weCRM users.

Contact Management:

weCRM tracks all contacts and related opportunities, activities, and other details from a common place. For better understanding, it creates the hierarchy of contacts within a company for superior coordination while dealing with customers. Moreover, it imports and exports contacts from external sources and to spreadsheet software respectively for further analysis.

Security Management:

It defines team roles according to organisational structure and controls the access to modules as per employee’s role. For better auditing, it archives the login history of each user.

Microsoft Outlook Plug-in:

It adds outbound and forward inbound Outlook e-mails to weCRM. Furthermore, it also synchronizes contacts, tasks and calendar between Microsoft® Outlook® and weCRM. It also helps to filter e-mails in Microsoft® Outlook® and adds mails, which are necessary.

Opportunity Management:

weCRM tracks all sales opportunities and other associated opportunities with accounts, contacts, activities, and other modules to enhance better visibility. Furthermore, it also exports opportunities to spreadsheet software like OpenOffice®, Microsoft® Excel®, and others in order to examine the sales pipeline and quickly recognize the restricted access, if any.

How weCRM works?

weCRM has a superior technology that enables grip on reporting, campaign management, information database, case studies, lead management, inventory management, and so on.

weCRM can be used on the intranet, extranet, or both as it is developed on proven and reliable LAMP/ WAMP, i.e. PHP, MySQL, Linux/ Windows, Apache technologies.

One of the best things about adopting development robust weCRM is it supports internal processes and employees of business to manage your data in better ways. Those businesses, who are looking forward to converting their lead into more sales, weCRM is surely an excellent bet. Some of the finest advantages of weCRM are:

  • Web-based can access from anywhere
  • Simple-to-use, and no advanced technical training required
  • Set of over 40 tools
  • Delivers post and pre-sales activates, rich user experience and excellent customer support
  • Offers range of user-interaction features like integration with emails system, PDF document generation, subscription, Asterisk PBX phone system, and so on.