Business CRM

The Business CRM module provides a DMO with the following features and facilities to manage its business contacts:

• Link to Rapid Address Lookup Software
• Quick Add Wizard enables a DMS user to quickly create a new business record, simultaneously checking for an existing record to prevent duplicate data.
• Ability to categorise organisations into a sophisticated membership tree structure
• Many to Many links between organisations and contacts
• Roles, Responsibilities and Special Interests for each Contact
• History of conversation details
• Links to Tourism Establishments e.g. Living Ventures owns several bars and restaurants in Merseyside so all these are linked together across the modules of the DMS.
• Sophisticated search and selection by various criteria
• Search results can be compiled into Mailing Lists, the complete data set for which can then be exported (in CSV format) for mail merges, e-Mail outs, labels etc.
• Joined / Renewal Dates (if a Member of the DMO)
• Financial Contribution and History
• Various notes fields