Leopard CRM Features in Detail
Leopard CRM's interface is very easy to use, because of this, it can be easy to overlook the power hidden under the hood. Here is a comprehensive list of each Leopard CRM feature in detail.
Project Management
- Create project plans
- Set start and due date for a project
- Assign milestones to a project
- Set start and end date for a milestone
- See at a glance if your project is on track
- Assign a project manager to oversee a project
- Assign a separate person to oversee individual project milestones
- Record tasks required to complete a milestone
- Assign tasks to individuals
- Set priorities for project tasks
- Users can list project tasks by priority
- Attach files to a project
Sales Management
- Record all sales opportunities for your business
- Assign a manager to individual deals
- Assign a salesperson to an opportunity
- Record the status of the sale according to a sales cycle
- Sales cycle steps include:
- Sales lead
- Marketing communication
- Qualification
- Presentation
- Proposal
- Negotiation
- Closed
- Record the history of progress through the sales cycle for each deal
- Track which leads were generated from a particular marketing campaign
- Categorise sales leads (eg: according to product/service type, etc)
- Manage your sales pipeline
- Forecast your sales numbers for each sales period
- See how sales performance compares to last sales period
- Be alerted to sales performance issues
- Manage a team of salespeople and keep track of their opportunities
- Set projected dollar amounts and closing dates for each deal
- Assign a probability of success to each deal
- Record whether an opportunity successfully closed
- Record the amount of each closed, successful sale
- Group opportunities by category, status, salesperson or sales manager
- Report on successful deals from the last 7 days
- Report on successful deals made by your team of salespeople from the last 7 days
- View all sales opportunities with a particular customer
- Assign a note to a sales opportunities
- View all customer correspondence for each sale
Marketing Campaign Management
- Add particular contacts to a marketing campaign
- Search for targeted marketing leads based on:
- Previous marketing campaigns
- Purchase history
- Geographic location
- Referral source
- Job role
- Company
- Job title
- Previous event attendance
- Particular types of contact from staff (eg: types of inquiry, support, sales, phone calls, emails, etc)
- Previous contact with particular staff members
- View a list of all targeted campaign members including their name, company name, email address and preferred phone number
- Record a cost for each campaign
- See at a glance, the sales amounts generated for each campaign for return on investment (ROI)
- Export targeted contacts for each campaign
- Attach files to a campaign
- Mark each stage of the campaign including when contacts are exported and when marketing communications have been sent
- View the history of each campaign and which staff members were involved
- View all marketing campaigns an individual customer has been a part of
Case Management
- Track customer service, technical support, customer complaints and similar incidents
- Integrate your service, sales and support emails directly into cases
- Holds a chronological record of all correspondence
- Automatically assigns a unique case number for every case
- Built in spam filter
- Prioritize issues according to critical or urgent factors
- Set a due date with CRM dashboard integration
- Record the classification of each case
- Fully customizable classifications
- Full HTML formatting abilities for recording correspondence
- Copy and paste from emails with preserved formatting
Email Integration
- Automatically receive new emails directly into Leopard CRM
- Smart assignment of emails to cases and contacts
- Creates new contacts automatically if you receive an email from a new contact
- Built in spam filtering and flagging
- Create filters for incoming email messages, assigning priorities, types and staff members
- Support for an unlimited number of email accounts
- Define multiple identities for outgoing emails
- Automatically record incoming and outgoing email correspondence against cases
- HTML email format support
Customer History
- Track the history of all of your customers
- At a glance, view:
- All the previous events that customers have attended
- All upcoming events that the customer is attending
- All marketing communications for your customer
- All sales opportunities, current and historical
- Files that have been attached to your customer
- All correspondence and contact between your staff and your cusotmers
- Track customised types of correspondence
- Full HTML formatting abilities for customer notes
- Copy and paste from emails with preserved formatting
- Easily set follow up tasks or appointments when entering customer notes
Contact Management
- Store comprehensive information on your customers and contacts
- Centralise your customer database for sharing with staff members
- Quick search system to get customer information fast
- Easily search for company links when entering contacts
- Categorise contacts by regions, referral sources, and many more search criteria
- Fully customisable contact and address types
- Set a preferred contact method and address for each contact
- Easily see all contacts belonging to a company including information on the last contact with each customer
File Attachments & Uploads
- Attach files of virtually any type
- Attach files to many different types of information including:
- Contacts/customers
- Companies
- Events
- Marketing campaigns
- Projects
- Keep files centralised within the system so you can easily share files with other staff
- Easily update files with new versions
Shared Calendars
- View calendar information by month
- View calendar information by week
- "Quick Add" a calendar item for the current day with 1 click
- Fully customisable calendar item types
- Set particular appointments as public (visible by all users) or private (visible only by owner)
- All day classification for calendar items
- Set a subject and detailed notes on appointments
- Easily set reminders for calendar appointments
- Combined calendar with appointments, projects, milestones and events
- Create customised calendars by grouping users into calendar filters (eg: executive staff calendar, sales team calendar, etc)
