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CGIOffice CRM

Manage people, projects and calendars the easy way... just like the pros do (right from your web site)





Thursday, September 23, 2021

CGIOfficeCRM is a full featured Customer Relationship Management system that enables you to manage your entire business using just a web browser. You can access and share contacts, calendars, tasks, files, and much more with just a few mouse clicks.

Features:



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View your calendar or any other user's calendar that is sharing with you, all on one screen so you can avoid any conflicts with each other.



Edit your calendar events all on one screen with ease... you can even edit other user's calendar if they give you access.





Customizable for any industry with the ability to add any other fields to keep track of your customers and clients.



Add contacts with ease by having all of the information on one screen -- including custom fields that you can add from the configuration screen.



You can attach files, other contacts, and more to each contact so you always know which people and companies are working together and the files they need to access. A separate login section and password can be created for others to access files without gaining access to other features of the CRM.



See upcoming birthdays, events, and tasks all on the dashboard so you never lose track of what needs to be done or who needs to be contacted.



Share files with everyone in your company from one location, safely and securely right over the web. You can even password protect folders for even greater protection.



Create, edit, and update your tasks or the user's who are sharing tasks with you from any screen while using the CRM.





Managing users who can login to the CRM has never been easier. Just fill in a couple boxes and check off which parts of the CRM they can access and they can begin immediately.



Generate any type of Ad hoc report you need by choosing how to search and which fields you want to show. Easily see your sales, contacts, and much more the way you want to see it.





Installation:

CGIOffice CRM automatically installs on your web site in seconds Or, follow the below instructions to install manually.

How much does CGIOfficeCRM cost?

CGIOfficeCRM is virtually the most cost effective CRM there is. There are two options to choose from:

Can I add more than 10 users?

Yes! Each additional user is only $9 additional per month. Please contact us to add more users.





"I run a free personal website, and boast no Ecommerce sales for the most part. But I am very creative and love coding as a hobby. I am going to attempt installation of this script soon. I love the small size of the interface... Thanx for your time, it looks like you're doing a great job, I hope it get nothing but better and businesses buy it up!"
- T. Ray

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