WolfeReiter, LLC :: Thoughtful Computing
 
Business Information Systems
 
 

Our BEDROCK CRM solution is a customizable, web-based tool for managing customer and contact data and communications.
Out-of-the-Box Features
  • Share client and contact data between separate offices in real-time over the web
  • Search and filter contacts by multiple criteria
  • Group contacts by organization and user-defined categories (prospects, current clients, vendors, etc.)
  • Send targeted emailings to any combination of groups and contacts
  • Export groups to Excel, Outlook, and Word
  • Track "history" of communication with individual contacts
  • Attach documents to specific client records
Easy to Get Started
  • Import existing data from Outlook / Exchange (supports the extended Outlook contact data model)
  • Complete hosted solutions available
Flexibility to Customize and Extend
  • Inexpensive customization framework
  • Extend as a client extranet or client service portal
  • Integrate with your corporate web site
Contact us for a free consultation.

 

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