ECHO     CRM software package

Specification

Enquiry
 • Completely user configurable database - include the fields that are relevant
   to your business.
 • Can be shown as an Enquiry or as a Quote.
• Record of all correspondence raised against the Enquiry.
• Reference number automatically given to each enquiry.
• Status of Enquiry can be set to Active, Suspended or Dead.
 • Include spreadsheet with the enquiry for initial costing estimates.
 • Large area for extra information notes if required.
• Each time an enquiry is accessed, User Notes can be stored and
   ‘Next Contact Date’ updated.
 • Link Enquiry to a Contact - useful to read all notes that apply to the
  company.

Enquiry Chart
• View all enquiries and who they are assigned to.
• Each user will have an Enquiry Chart.
• Keep track of all enquiries.
• Chase an enquiry, update notes and input a new contact date.
• Enquiry Chart shows name, contact name, next contact date and number
  of days until it is scheduled to be chased.
• Date due to be chased is coloured green and will turn red if not
   chased/updated.

Contact Database
• Store potential clients, keeping your main all Hire database for actual
   clients.
 • Show Contact as a Customer, Enquiry or Supplier.
 • Assign keywords to assist in mail shots eg a catering company could have
  a keyword of ‘catering’.
 • View all Contact and Mailshot notes for each contact.
• Read Active Enquiry notes if linked to an Enquiry.
 • Add a reminder note/date to a contact that will appear on TSS Main Screen
   on due date.
• Record industry standard SIC codes.
 • Transfer to the main all Hire database at the press of a button.

Mailshots
• Create a list of contacts for:
   Mail shots, Hospitality, Christmas Cards etc.
 • Select from existing contacts.
 • Import lists from Microsoft® Excel files.
• View and update Mail Shot Chase Lists.

Hospitality Organiser
 • Setup a hospitality event.
 • Send and record all invitations using your existing database / mailing list(s)
 • Keep track of replies and expected attendees.
 • Produce lists of invitees.
 • Register those who actually attend on the day.