XRMS Features

XRMS is an enterprise-class CRM system that allows you to:

  • Manage information about client Companies;
  • Keep information about Contacts within a Company;
  • Track relationships between Contacts and/or Companies;
  • Initiate and manage marketing Campaigns;
  • Initiate and manage Cases, Opportunities and Activities related to Companies and Contacts;
  • Upload and attach files to Companies, Contacts, Activities, Campaigns or Cases;
  • Implement and use workflows and business processes for supporting customers;
  • Generate activity reports for tracking pipeline statistics;
  • Integrate with your phone, email, website, and other critical systems; and
  • Customize and administer the environment.