- Tailored for Retirement Village Sales
The Bloomers CRM was built from the ground up for Retirement Village Sales. Design by industry experts the Bloomers CRM stores all the relevant client information to ensure that all your sales staff reach their full potential.
- User Security
Bloomers CRM allows you to assign different authorities to users, ensuring that your client data remains safe.
- Customisable List Options
Add, edit, sort and set default items for lists to cater for your specific requirements, making reporting more accurate and relevant for you.
- Log and Track Client Interaction
Bloomers CRM can log all actions for a client. These activites can be sorted, filtered and searched at anytime for reference purposes.
- Sales Checklist/Weekly Task List
Check off each step of the sales process and keep on top of weekly tasks whilst creating records for compliance.
- Print Client Records
Print a detailed report for an individual client, or a summary report for a subset of client records - its entirely up to you.
- Import and Export Client Records
Import existing client contact details into Bloomers CRM, eg from a spreadsheet listing. Export contact details for a mail merge, or all details for manipulation as required.
- Reporting functionality
Create / print (an array of) sales and marketing reports for a chosen period or date range.
- Export to PDF
All reports can be saved as a PDF, allowing easy emailing.
- Extensive Help Documentation
Detailed help is available at the click of a button.
- Filter and Search Client Records
Search for a client by last name, filter records by a particular client property, and sort records.
- Multi User Functionality
Bloomers CRM allows multiple users on different computers to access the same database of client records. Sales staff will always be up to date on current appointments and the status of each client.
- Quick Add Wizard
Quickly add a client record with only a name and contact number and fill in the other details at a later time - ensuring all clients are recorded.
- Fully Customisable Client List
Select and order which client data you want displayed in the main list of client records.
- Interface with your Calendar Software
Optionally add calendar appointments to your calendar for client activities. The following Calendar Applications are currently supported:
- Microsoft Outllook 2003, 2007 and 2010
- Mozilla Calendar
- iCal (Mac Calendar application)
- Lotus Notes
- Google Calendar
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