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JoiBiz CRM

JoiBiz CRM is a fully managed and hosted web based CRM solution. JoiBiz CRM fully integrates with JoiBiz PBX including Dial-By-Click, and Screen-pop with customer record for incoming calls.

The JoiBiz CRM was designed for medium size companies, especially those who don't already have well-established CRM processes.

According to a study from Nucleus Research, over 80% of companies that outsource CRM achieved a positive ROI. The study reported that problems with the traditional in-house CRM model include high software and consulting costs, ineffective user adoption, and poor management. JoiBiz CRM can be tailored specifically to the particular needs of an organization.

JoiBiz CRM Features:

JoiBiz PBX Integration

Dial-By-Click, easily dial customer or lead by clicking on the customer name
Screen-pop open customer file for inbound calls.

Sales force Management

Lead Management
Account & Contact Management
Sales Quotes

Marketing Management

Campaign Management
Mass Mailing
E-mail Templates
Mail Merge Templates

Customer support & service

Trouble Tickets
Knowledge Base
Customer Self Service

Inventory management

Products Catalog
Price Books
Vendor Management
Purchase Orders
Sales Orders
Invoices

Activity management

To Dos, Meetings & Calls
Recurring Events
Shared Calendar
E-mail Notifications