Manage your team effectively
icomplete is designed for small businesses, departments and teams. What makes it unique is its ability to store many forms of communication and associate it to a contact, so the team can see who said what to whom and when all-in-one place.
Companies day to day work processes can be automated using workflow trigger buttons and reminders to make the team even more efficient.
Make your team more productive
- Click2Call with caller ID pop up alerts and contact auto creation.
- Call centre VoIP features to make help desk and call centre teams more productive.
- Hosted VoIP PBX, call management, routing and IVR telephony.
- Auto contact lead pool filter to prevent over calling or emailing.
- Send SMS messaging straight from a contact via your desk top.
- Voicemail in email and call recording against a contact record.
- Call forwarding at a touch of button, transfer calls to mobile, voicemail or landline.
Complete history all in one place
- All conversations and communications stored in a contact and shared by the team.
- Store email, meetings, tasks, notes, documents, emarketing and SMS campaigns, eFAX, voicemail, call recording and SMS messaging.
- Captured in real-time and shared online, accessed from anywhere. Nothing gets missed or duplicated.
Customised CRM to suit your business
- Create your own customised CRM data fields: text boxes, drop down menus, date fields, hyperlinks, buttons, rows and auto-numbering.
- Automate processes with trigger buttons for reminders, follow ups, bookings.
- Use custom fields to search, track and reporting.
- Associate different custom fields to show on different data ‘tag’ group records.
Customised, auto-generated PDFs via email or mail
- Auto-create an empty or partially filled template in various formats depending on your need i.e. survey, order or booking forms, letters, estimates, quotes, time or job sheets, etc.
- Sent out automatically to your printer for mailing or scheduled to email using Trigger buttons.
- Any template sent via email can be sent back to your icomplete account and the new data is populated in the contacts record instantly.
Segment and search your data more efficiently
- Segment your contacts database through powerful ‘tag’ groups.
- Easy-to-use tags for refined contact searches and lists.
- Search name, post-code, email address, custom fields and on a map.
Centralise your email and data
- Email integration with Outlook, Gmail, Yahoo, Hotmail, Windows live, etc.
- Import contacts from Outlook, LinkedIn, vCard, Excel, Act, Goldmine and CSV format.
- Synchronisation with Outlook, tablets and mobile devices.