GlobalCRM Basic Capabilities
$29.95/mo x member
MODULE A
 
* A MINIMUM OF 5 USERS ARE REQUIRED
 
• Total customer profiling
• Communication track (emails, phone calls, meeting)
• Record of task and solution process
• Case process
• Calendar
• User management.
• Language coversion
• Capabilities to attach documents
• Full reporting tool including graphics and tables
• Reporting scheduling
• Corporate look and feel including company logo
• Mobile apps included
 
 
 
GlobalCRM for Insurance Agent
$45.00/mo x member
MODULE C
 
* A MINIMUM OF 5 USERS ARE REQUIRED
 
• Customer profiling and lead management
• Customer follow up
• Quote management with detailed information.
• Keep record of communication (email, phone, meetings) and calendar for future collection efforts, tasks and more
• Management of marketing campaign using email blast.
• Integration capabilities with virtual PBX or CTI.
• Flexible reporting tools to track online or submitted by email on demand.
• Track performance KPI for your organization including productivity, frequency, contact time and more.
• Cloud based wih 99.9% up
5 hours technical support per month
First 3 hours training free per user
 
Module C requires Module A
$29.95 (Module A) plus $20.05
 
GlobalCRM Debt Collection
$45.00/mo x member
MODULE B
 
* A MINIMUM OF 5 USERS ARE REQUIRED
 
• Schedule collection efforts by agent by customer, type of customer.
• Track Invoices with detailed description by date, amount, invoice number, customer and more
• Track payment activities such as total or partial payments
• Keep record of communication (email, phone, meetings) and calendar for future collection efforts task and more.
• Keep multiple records from multiple customers on time.
• Payment processing tools are available and easy to integrate to GlobalCRM.
• Integration capabilities with virtual PBX or CTI.
• Flexible reporting tools to track online or submitted by email on demand.
• Track performance KPI for your organization including productivity, frequency, contact time and more.
• Cloud based wih 99.9% up
5 hours technical support per month
• First 3 hours training free per user
 
Module B requires Module A
$29.95 (Module A) plus $20.05
GlobalCRM Property Management
$45.00/mo x member
MODULE D
 
* A MINIMUM OF 5 USERS ARE REQUIRED
 
• Current customers profile (per type, group, geographical sector, investment, more)
• Potential customer or prospect
Sales/Agent records and commission
• Property description and value
• Maintenance record and schedule
• Investment registration
• Warranties registration
• Collection, unpayable and payment history
• Communication history (by email, phone or meeting)
• Pending and completed task and/or customer requests including customer level of satisfaction
• Management of Marketing Campaign or Mass Communication using our Email Blast System
• Implemented on robust security system, backup 24/7 with total access from computer, tablet, or mobile smartphone (android and iPhone) through Internet.