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Customer Relationship Management


Track and manage sales opportunities.

Customer Relationship Management

A fully integrated CRM system for the creation of targeted marketing campaigns and proactive tracking of sales opportunities, alongside service management and customer support.

HTML Email Templates

Create html email templates for Newsletters, Prospect Mailouts and more.

With House-on-the-Hill’s Customer Relationship Management function, it is quick and simple to create attractive html email templates for all marketing campaigns and mailshots. These can be saved and edited within House-on-the-Hill.
Marketing campaign

Contact

A Central Location for Contacts

Contact lists can be stored in the CMDB within the service desk, so that all Customer and Prospect communications can be managed from this central location.
By creating classification tags and associating these with individual contacts, email campaigns can be targeted with precision.

Creating Sales Stages

Log and track potential Sales Opportunities

Create your own sales stages. With the ability to automate routine/repetitive sales activities, so that your sales team can dedicate their time to following potential leads and winning opportunities.

Reporting Capabilities

Report on CRM, Sales Opportunities and Revenue Projections

With extensive reporting capabilities, meaningful data can be extracted from the system. House-on-the-Hill for Customer Relationship Management is shipped with a suite of CRM and Sales Opportunity report templates as standard.

Schedule Reports

Create reports from scratch

CRM and Sales Opportunity Report templates can be customised, new reports can be created from scratch, and reports can be scheduled and sent to specific parties at pre-determined intervals, all via House-on-the-Hill’s QuickReport Designer tool.
Reporting Capabilities

CRM Dashboards

Create dashboards for your team

Management dashboards enable Customer Relationship Managers and Account Managers to instantly see an overview of CRM and Sales opportunity targets, performance, revenue projections and more.

Key Features

Track potential Sales Opportunities

Sophisticated formula editor for effective targeting and profiling

Automated follow up reminders

Use information held in the Customer, Contact and Inventory Databases to drive campaigns

Automate time consuming routine activities and free up valuable time