Perfect Notes CRM is a Customer Relationship Management software
package designed for the small to medium business. These businesses
need a simple, straight forward, centralised CRM solution that will not
cost a lot, has all the basic processes required to streamline their
business efficiencies, and can readily be customised to meet the
particular requirements of an individual business.
It was designed with the following core aims.
- Store details of contacts – whether attached to an organisation or
- Track activities against each contact
- Record general notes against each contact
- Send and record emails to and from each contact
- Search all information recorded
- Escalation of overdue interactions
- Allow files to be associated with a contact
- Report on lack of contact with
people, to ensure no one 'drops off the radar'.