Customer Relationship Management System

 » CRM

Hosted & Customisable Client Relationship Management Systems

A smart CRM system helps you and your team manage clients with ease. Start converting leads into new customers and streamline your management pipeline.

Stop struggling to onboard new clients and jumpstart your company’s sales with effective marketing campaigns based on real data. By storing and analyzing valuable customer info, you can quickly identify problems in the pipeline and improve your lead-to-sale timeline. 

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Why use a customer relationship management system?

As your business scales, managing large volumes of data and multiple sales campaigns is an increasing challenge. With Viable Design’s sophisticated CRM system, you have a better understanding of projects in the pipeline, how to improve on past projects and a high-level road-map of your customer’s journey – from inquiry to sale. 

Based in the UK with weekday support, we are here to help you and your team reach your targets, hit your KPIs, and increase your month-to-month profitability.

How it works

It all starts with a kick-off call to chat about your management needs and key opportunities for growth and improvement. We’ll create a tailored package and help you and your team get started. The client relationship management system allows you to download reports, analyse old data, and manage marketing campaigns all from one central dashboard. 

Key Features

  • Reporting
  • Tasks and Pipeline management
  • Email marketing
  • Sales campaigns
  • Calendar management
  • Weekday support
  • Daily back-ups to protect your data

All plans include the following features

  • Leads
  • Opportunities
  • Accounts
  • Contacts
  • Calendar
  • Meetings
  • Calls
  • Tasks
  • Emails
  • Email Accounts
  • Email Templates
  • Email Filters
  • Mass Email
  • Cases
  • Email-to-Case
  • Documents
  • Data Privacy Management
  • Reports
  • Business Process Management
  • Workflows
  • Products
  • Quotes
  • Sales Orders
  • Invoices
  • Campaigns
  • Target Lists
  • Email Marketing
  • MailChimp Integration
  • Mass Mail Merge
  • Web-to-Lead
  • Portal
  • Knowledge Base
  • Google Calendar Sync
  • Google Contacts Integration
  • Activity Stream
  • Follow Button
  • Custom Entities
  • Custom Fields
  • Customizable Layouts
  • Label Manager
  • Dynamic Forms
  • Calculated Fields
  • Users
  • Teams
  • Roles
  • Data Import
  • Export to Excel
  • Export to CSV
  • Printing to PDF
  • Currency Rates
  • Themes

Backed by Weekday Support

A 12-hour a day weekday support plan is included with all CRM packages. Check in via email and our highly trained support staff will walk you through the solution step by step. Get the job done with confidence knowing you have the support you need when business gets tricky. 

UK Based CRM System with Cloud Storage

Access your CRM dashboard anywhere with Cloud Storage. Our servers are based in Manchester, UK for quick access to large data entries and reports. Log in from any device, anywhere in the world. 

FAQ’s

Billing

Basic and Enterprise packages are billed either biannually or annually. Ultimate is billed either quarterly, biannually or annually.

Servers

Our server is located in Manchester, UK.

Storage Limits

For Basic and Enterprise plans the total file storage size is calculated by multiplying the number of users by 1GB and 5GB respectively.

It may happen so that the file storage you had obtained originally does not satisfy your needs and requirements now. In this case, you find yourself in a situation when you need additional storage for your CRM platform. There is a simple way to add the file storage by purchasing another CRM user license, which in turn will extend the file storage for the whole system.

e.g. Enterprise plan provides 5GB file storage per every user. If you need 50 GB file storage, just purchase 10 CRM user licenses.

Upgrades

Your CRM instance will be upgraded automatically. You won’t need to do anything.

Backups

Everyday backups are being made for Basic, Enterprise and Ultimate plans. We store backups for the last 7 days.

Ownership

You own your database, data files and custom files (generated by administration tools). We can provide you with all the copies by your request.

Customisations

We don’t give users admin privileges for the sake of security. If you need customisation, please contact us. Customisations are completed at our standard hourly rate.

How to get started

Inquire today to integrate a tailored UK-based CRM into your pipeline today. Start using our marketing and data management tools to hit your business growth goals out of the park. Only available for a limited number of new contracts per month.

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