ECHO     Customer Relationship Management

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.
 ▪ 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
▪ 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
  Summary Screen on due date.
▪ Transfer enquiry to the main all Hire database at the press of a button.

Mailshots
▪ Create a list of contacts for: Mailshots/Xmas 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.