YapCRM

Moduels

We have developed a number of additional moduels aimed at different business sectors or client needs.

More than half our clients have had some kind of bespoke adjustment to the system, take a look at some examples.

YapCRM is made up of 4 core modules contacts, tasks, marketing and invoicing.

On top of this the system has many other little features such as the home page panels, groups and the calendar.

This video shows you around the basics of YapCRM covering all major areas in 5 minutes.

Contacts are the heart of any CRM system and YapCRM is no exeception.

In this video we look at the basics of searching, adding, and manging contacts.

We will also outline the tabs on the contact screen.

Tasks are used to manage work with clients and employees tasks and monitor key KPIs.

You can view and add tasks via contacts and the calendar.

In this video we show how you add and manage tasks via the contact, calendar and the home page tasks panel.

One of the major benefits of having up to date CRM used daily by your company is that you can market to them.

In this video we will show how you can search and market to client and also build groups to communicate with.

For business who which to run invoicing in the CRM or just track sales we have a system that can help.

Track sales, raise PDF reports, get outstanding invoice lists.

This video will give a brief overview of sales tracking.

This video is out of date, we are updating it, expect a new video January 2012