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opentaps CRM2

提供方： opentaps

社交与通讯 76 位用户

插件简介

CRM for your inbox! This Gmail widget helps you manage emails, discussions, and tasks of your team for the email's contact.

opentaps CRM2 brings together all your team's communications, from email to social to mobile, to give you complete visibility into your customer relationships.

All this happens right in your Gmail inbox, where you can:
 * See all the past emails from you and everybody else in your organization with the contact
 * Create and manage tasks around the contact
 * See tweets of the contact
 * Tweet and respond to tweets 
 * Discuss the contact with your team
 
The Chrome widget connects to opentaps CRM2, which allows you to manage your team's communications tasks and naturally, from Gmail to our web UI to mobile apps for iOS and Android.  Key features include:

Manage your contacts  
 * Maintain address book of your Contacts
 * Keep an unlimited number of addresses, phone numbers, emails, twitter accounts, and other forms of contact for your address book.
 * Create groups and track their activities, including emails, notes, and tweets

Listen to all your communications  
 * Synchronize unlimited Gmail accounts for everybody in your organization
 * See your contact’s activities stream in Gmail, alongside their emails
 * Monitor tweets for all your contacts
 * Tweet and respond to tweets
 * Turn tweets into actionable tasks  

Create notes around any discussion topic, including orders, contacts, invoices, payments, etc.
 * Collaborate with your users using familiar @names notation
 * Create tasks from mobile app or email
 * Create task based on any email, communication, or activity
 * Associate any email, communication, or activity to an existing task
 * Assign tasks to a team
 * Name one team member as the responsible contact for a task
 * Get email updates of all task activities
 * Track status of tasks from created through completion
 * Tasks could be managed from web, mobile app, or through email discussions
 * Push them to your mobile devices

Android and iOS mobile apps
 * Get mobile notifications of any new or updated activities
 * See geographic locations of your employees’ activities

Link up with your legacy ERP/CRM system  
 * Contact and sign up forms for WordPress blogs
 * Embed into your existing ERP or CRM system to help manage orders, quotes, invoices, payments
 * Login using Google Apps (Gmail), Twitter, or Facebook account
 * Dashboard of activities, discussions, and tasks in your organization