Our CRM module provides the tools and capabilities needed to create and easily maintain a clear picture of customers, from first contact through to job completion, as well as all other contacts within the agency such as suppliers and freelancers. 

PROAD’s CRM functionality is powerful, yet easy to use whilst being fully integrated into the job management system. CRM module manages and logs all client, prospect, and supplier calls, emails, to-do's and correspondence in an automated yet user friendly environment.

Callbacks and Link with My PROAD

Follow up calls can be scheduled and monitored within the CRM dialogue and then flagged in My PROAD, meaning no opportunity is missed or overlooked.

Export for mailshots

The CRM module allows for export of data so that mailing campaigns can be planned and executed with ease.  The responses can then be tracked and recorded to ascertain response rates and campaign success.