OnlineHero Enterprise CRM

WE WILL HELP YOU WITH:

Complete Client Listing

A centralized database that provides a comprehensive overview of all clients, enabling easy access to client details and history.

Birthday Reminders:

Automated notifications to remind users of client birthdays, helping to personalize communication and build stronger relationships.

Separate Client Listing Per User:

Customizable client lists, allowing each user to have a personalized view of the clients they manage, ensuring data privacy and clarity.

Department Segregation:

The CRM allows for departmental separation, ensuring that each team has access only to the information relevant to their work, improving efficiency and security.

Mass Email Features:

Built-in tools to create and send email campaigns to large client groups, perfect for marketing, announcements, and maintaining engagement.

Sales and Leads Management:

Efficiently track, manage, and convert leads into sales with tailored pipelines, ensuring a streamlined sales process.

Bespoke Document Storage and Linking:

Secure and customized document storage that allows users to store and link documents directly to client profiles for easy access and better organization.

Backups

Reliable and automated backup solutions to ensure that your data is always secure and recoverable. Regular backups are performed to safeguard critical client information, documents, and business data.