Users can rearrange their own dashboard. Trails247 gives graphical presentation of what each user does on the system, making it easy to visualize all activities and relevant information in one place.
Customer Relationship Management
Customer Relationship Management
Trails 247
Trails247 is a Customer Relationship Management solution that provides your business with the necessary tools needed to stay in touch with your customers. With it's unified solution, you can quickly accomplish your sales & marketing goals which gives you an edge over your competitors .
Features
Case Management
The system provides seamless communication and management of all issues including complaints made by customers. Trails247 Ensures accountability and ownership of logged issues.
Lead Tracking & Pipeline Automation
From marketing to lead generation, opportunity tracking, invoicing and sales. Trails247 digitizes all information streams making it easy to track all opportunities. For every activity done on a lead, and update can easily be made on such lead or opportunity for easy referencing.
Single Point of Contact
Trails247 integrates and centralises all customer data. This allows sales, marketing, and customer services to work together quickly and effectively. All information is immediately accessible in a dedicated workflow linked to the relevant documentation.
Customer Onboarding Made Easy
Trails247 integrates and centralises all customer data. This allows sales, marketing, and customer services to work together quickly and effectively. All information is immediately accessible in a dedicated workflow linked to the relevant documentation.
Generate & Send Quotes Faster
Trails247 simplifies sales and allows users to easily generate quotes and invoices for customers. Users can generate quotes for companies and contacts with easy option to export to PDF document for onward submission.