iSMS Australia with CRM System
CRM System with iSMS Services
If you are looking for a better way to organize and keep track your customers and employees details then you are at the right place now. We are providing a 2-in-1 package which making you more convenience while maximising efficiency. You may record customers details and use it later to contact them from the CRM System through iSMS Australia services such as SMS, WhatsApp & Email.
Get FREE 30 Days Trial once you purchase our CRM Software! If you are a New iSMS customer, you can receive up to 10 FREE Demo Credits to send your SMS, WhatsApp and Email to your customers!
What can you do in CRM System with iSMS Australia features?
Store Information
Set membership discounts for items and customers' benefits & priviledges
Insert new, on-going services based on each customer
Save customers contact & leads details in systematic manner
Search contacts details through various filtering options
Arrange customers and leads contacts into relevant groups
Contact Customers
Communicate with customers or groups via VoIP Call Center feature
Deliver SMS to selected contact or multiple contacts
Send WhatsApp messages to clients
Compose Emails to selected or multiple preset email addresses
Attach documents in emails to be sent to clients
View Records & Reports
Set recurrence reminder for those items bought by customers
Insert notes and update remarks while on call with your customers
Records call details based on contact & time in report
View sent SMS, WhatsApp & Email messages
Record and keep track of past services for specific client in service report
Industries that are beneficial from using CRM System with iSMS Features
CRM System with iSMS Australia features is suitable for many industries as it helps to make data recording quicker and easier, thus increasing the work performances, improving customer relationship management (CRM) while contributing to the industries' advancement.
Call Centers
Notify clients on service updates
Inform clients on-going deal & promotions
Obtain useful feedback from clients
Service Agents
Manage customers details
Keep track all on-going services
Service maintenance reminder
Banks & Finance
Send notification on transactions
Remind clients on payment due date
Keep tracks of bank loans by clients
Courier & Logistics
Store client's records details
Parcels purchased by clients
Keep track each user payment receipts
Retail Stores
Keep record of items and inventories
Multiple membership benefits & priviledges
Inform customers on sales, stock and so on
Property Agencies
Categorise potential buyers
Include purchasers preferred locations
Notify clients on hot properties deals
How do you use CRM Software with iSMS Features?
Step 1:
In order to fully utilize all features provided by the CRM System, you must register to the 3 websites below. It will only take a couple of minutes.
POS Market: Register a POS account for Point-of-sale Client to download and install the CRM System.
iSMS: Register an iSMS account to send iSMS, WhatsApp and Email to your clients.
AlienVoIP: Register VoIP account to call your customers through the Call feature in CRM System.
Step 2:
Run the POS Client application after installation. Click the "Setting" button. Then, key in your POS Client Username & Password to proceed.
Step 3:
Go to "SMS" tab and then key in your iSMS details. Click "Save" on the top left corner.
Quit window and go back to POS Client login interface.
Step 4:
Insert your POS Client username & password, and then select CRM option.
Click on the Login button.
How do you use CRM Software Features?
Setting Membership Category
Go to Setup -> Membership Category. Label the Member category and insert the amount of discount or percentage in the required fields.
Saving Contact Details
Go to Contacts -> New. Insert details and click "Save as New Contact". Then, set the Membership Category under "Membership" tab.
Setting Contact Group
Go to Contacts -> Group and click on "Group" tab -> "New Group" button. Insert the name of the contact group.
Sending SMS, WhatsApp and Email
Go to iSMS/Email -> Email. Compose your message to be sent as WhatsApp, SMS or Email. Add Attachments if required.
VoIP Call Feature
Select a contact/ group. Click on the "Call" and "Reg" buttons to call your customers via VoIP while including remarks. View More »
Service History Report
Go to Report -> Individual Service History by contact to view past services provided to a particular customer.
Individual Contact Report
Select a contact from "Contacts List" and then go to Report -> Individual Contact to view the person's individual details.
Item Recurrence
Select "Point of Sales Client" -> Inventory -> Inventory List. Select an item -> Edit Item. Then, set Recurrence details.