With HarborCRM you will consider
replacing trusted Excel 2003
Get started organizing and tracking your sales leads, contacts and deals! With HarborCRM everything is easy and stored in a central sales hub that you or your team can use.
Overview
The Dashboard is a fast overview and starting window for your work day. You will get to see the team's deals by stage or you might do a revenue assessment for the last couple of weeks.
You will also see your upcoming to-do items and a quick history of what has happened with your projects so far.
Chart overview
Assign to-do items
Activity overview
Leads database
Your sales is build up on great leads, right? They are one of the most important elements of your sales organization, for they might turn out to be potential clients and lead to sales conversion eventually. Overview and work with them with ease!
We made it easy to enter leads into your database. You just need to key-in just a couple of fields and enter details quickly (you may spice up the entries later on). Itʼs also easy to make smart selections with the advanced search option or to save several contacts into a group of people that you often work with (we call these “worklists”).
- Tags for easy filtering
- Advanced search and dynamic filtering
- Worklists for manual flagging
- Import / export
We want contacts!
You may turn sales leads into business contacts that you are doing actual business with. Contacts have been either former leads or you might have added or imported them. Centered around persons, you may want to assign notes and to-dos for different contacts. Like sending out price proposals or sample materials.
Easy overview
Company listing
Easy identification
Filtering options
Import / export
Success with deals
Deals are one of the most important aspects of your business. With HarborCRM deals you can evaluate and assess the success of your activities. Assign deals to contacts and measure the dealʼs success. Deals often go in multiple tiers, you can track that, too! Whether itʼs a first or second meeting or you are at proposal stage.
Connect participants (contacts) to your deals. These are the people who you work with on certain sales deals. Can either be of your own team or the company or organization you are selling to. Sort your deals in multiple ways. See everything at a glance.
- Configurable multiple tier options
- Notes on per deal basis
- Easy team collaboration
- Due date, amount, probability check
HarborCRM is an affordable hosted service
We made this service for ourselves in the first place. This assures you that you will get the very same attention we are using for our actual daily work. We are in this business for some time now and wanted to do an integrated, lightweight service to use in-house.
Who are we?
HarborCRM is a service of Fotexnet, a Hungary based online web shop solutions provider / merchant. We have been operating since 2000 and providing web shop engines and custom installations mainly for the Hungarian market. HarborCRM is our first international project.
More questions? Weʼd be happy to help out!
Reach us at the contact page and feel free to ask. We will be gladly help you should you have any pre sales questions or more. Do remember that you can always enroll to the free service and try out HarborCRM at no risk. Downgrade any time, there are no cancellation or hidden fees.