Feature Details

Enterprise

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Business Areas

Customer Relationship Management

Proactively manage Customer Accounts, Sales Opportunities and Revenue Projections

Compatible with:

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  • 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.

  • Marketing campaign

    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.

  • 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.

    contact list
  • sales man

    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.

    Reporting Capabilities
  • create reports

    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.

  • 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.

    create dashboards

    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

“HotH’s knowledge is excellent and their ability to find solutions to even the most complicated requirements is second to none. I would recommend their services to anyone looking for a bespoke, fully functional and user-friendly service management software provider”

Read the Ascot Case Study

Andrea Ashurst
Ascot Services

“HotH’s knowledge is excellent and their ability to find solutions to even the most complicated requirements is second to none. I would recommend their services to anyone looking for a bespoke, fully functional and user-friendly service management software provider”

Read the Ascot Case Study

Andrea Ashurst
Ascot Services

“Great product, great service, very customisable”

Read the Covers Case Study

Tom Arundale
Covers

“HotH’s knowledge is excellent and their ability to find solutions to even the most complicated requirements is second to none. I would recommend their services to anyone looking for a bespoke, fully functional and user-friendly service management software provider”

Read the Ascot Case Study

Andrea Ashurst
Ascot Services

“Great product, great service, very customisable”

Read the Covers Case Study

Tom Arundale
Covers

“Dave was really quick to take a look at the issue and offer a solution. The whole team has gone above and beyond any time we’ve had a query – thank you!”

Vicki Gilchrist
University of Buckingham IT Department

“HotH’s knowledge is excellent and their ability to find solutions to even the most complicated requirements is second to none. I would recommend their services to anyone looking for a bespoke, fully functional and user-friendly service management software provider”

Read the Ascot Case Study

Andrea Ashurst
Ascot Services

“Great product, great service, very customisable”

Read the Covers Case Study

Tom Arundale
Covers

“Dave was really quick to take a look at the issue and offer a solution. The whole team has gone above and beyond any time we’ve had a query – thank you!”

Vicki Gilchrist
University of Buckingham IT Department

“The teams at HotH are very helpful and work with us to achieve our objectives”

Read the Newbury Building Society Case Study

Traci-Anne Sharp
Project Manager