Customer Relationship Manager (CRM)

Customer Relationship Management (CRM) is a very popular topic these days. Companies have invested billions into building and maintaining relationships with their customers because, now more than ever, people are realizing relationships are the key success. The challenge is that as a business grows and gains the trust of more customers, it can become very easy to lose touch with your relationships because keeping birthdays, spouse names, quotes, previous interactions, sales history, service history and the like organized can be a daunting task. ANT CRM provides the tools to easily manage all the data for you so you can again focus on building relationships. Track leads, sales opportunities, accounts, service calls/requests, files, documents, billing, invoices and more with one simple yet powerful tool.

Marketing - Stay Connected

Customers and Clients are the lifeblood of all businesses and organizations. ANT gives you the tools to assure you stay in regular contact with your customers including online newsletters, mass-emails, RSS feeds, SMS messages, and marketing campaign management.

Leads & Opportunities

Manage your sales leads and opportunities with absolute flexibility and ease. No more lead spread sheets, no more trying to make multiple folders in your email program to try and prioritize your leads, and most importantly, no more lost opportunities due to failed communication. Import leads, integrate with your current website, track objections, apply follow-up workflow, send quotes, archive communications, convert to opportunities, collaborate with colleagues and customers, and close the deal.

Invoices & Quotes

Create, track, print, and send invoices and quotes directly in ANT.

Activity & History

Keep track of every interaction with your customers throughout your organization. Phone calls, emails, notes, mailed letters, faxes, and any other activity can be tracked and reported on by customer, segment, user, team, or company.

Actions & Follow-up

Schedule events, create tasks, manage projects, add notes, send email, send "text" (sms) messages and more from each customer record.

Customer Support

Manage your customer and/or technical support requests through the integrated ticket system and Project Manager. Upload files, post comments, collaborate with other team members, create tasks, and track each issue through to resolution.

Relationships & Associations

Track simple and complex relationships between contacts and/or accounts. Create an account for a company, then add contacts as members of that account. Contacts can be members of multiple accounts and can even be associated with each other.

Secure Public Interaction

Communicate with your customers through a secure online portal where they can create support tickets, upload and download files (securely), chat, and view/review their account information.

Analytics & Reports

Relevant and accurate data help your decision making process allowing you to quickly ascertain the past, current, and future direction of your organization.