New One-View Window For CRM Task Activity

Any business will tell you that no two sales opportunities are the same. Some may only require one conversation with a customer before being brought to a close, others may take numerous interactions before they can move forward. This could be due to set procedures...Read more

OrderWise 2014 – The Year In Review

As 2014 draws to close, it is incredible to think how far OrderWise has come in the space of a year. Since January, our developers have added 402 new modules, features, reports, dashboards and general enhancements, with this new functionality spread across all areas...Read more

Lots Of Beneficial New Features Added To CRM

Since its introduction in February, the OrderWise CRM Module has proved massively popular with customers. This essential module provides users with the tools, structure and control required across the entire business to manage customer relationships, enabling staff to...Read more

Copy A Task Added To OrderWise CRM

When interacting with customers and maintaining these relationships, situations can often occur where more than one department or member of staff is required to be involved in completing a task and kept informed about customer communications. This could be a meeting...Read more

Restrict Users From Deleting Tasks In CRM Opportunities

Maintaining amicable and profitable customer relationships is an essential aspect of any successful business, with companies often striving to achieve structured management over these relationships so that returned custom can be obtained and sales maximised. Therefore...Read more