CRM Frequently Asked Questions
Q. Is there a limit to how many system users I can have?
A. No
Q. Is there a time limit on how long my tasks are stored for?
A. No
Q. Can I use this system with my accounts package?
A. Yes, depending on the accounts package you use, please ask for more details
Q. Can I process Sales orders from the CRM?
A. Yes
Q. Do I get support with my system?
A. Yes
Q. Do you provide in house training?
A. Yes
Q. Can I integrate the CRM with my website?
A. Yes
Q. Can the CRM support bulk marketing?
A. Yes
Q. Can I access the system on my mobile?
A. Yes
Q. Does the system work on Apple devices?
A. Yes?
Q. Can the system be used as a Help / Support desk?
A. Yes
Q. Can I make telephone calls directly from the CRM?
A. Yes, we offer a fully integrated VOIP service module
Q. Do you provide in house training?
A. Yes
Q. Can I send text message appointment reminders to clients from the CRM?
A. Yes
Q. Is the System Bespoke?
A. It can be as bespoke as you want to suit your requirements, or ready to go straight off the shelf
Q. Can the CRM be used in the Medical sector?
A. Yes
Q. Can the system support encrypted emails?
A. Yes
Q. Can I manage my emails via the CRM?
A. Yes
Q. Is there a limit on how many Custom fields I can have?
A. No
Q. Can I create bespoke sales reports?
A. Yes
Q. Can I monitor staff performance with activity reports?
A. Yes
Q. Does the CRM have a sales funnel / diagrams / graphs?
A. Yes
Q. Can I record telephone calls made through the system?
A. Yes
Q. If I am an existing CRM user with another provider will you help with importing my data?
A. Yes
Q. Can I use this CRM as an alternative to Salesforce?
A. Yes
Q. Can I use this system as an alternative to Sugar CRM?
A. Yes
Q. Can I use this system as an alternative to MS Dynamics?
A. Yes
Q. Can I use this for campaign tracking?
A. Yes
Q. What is the minimum contract length?
A. 1 month
Q. Can this CRM be used as a practice management solution?
A. Yes
Ready to put SurCo CRM to work for you? Make contact, we’ll do the rest