F2 CRM

F2CRM is a customer relationship management (CRM) system that has been developed by Foote Francis Pty Ltd (‘F2’) to integrate extensively with the entire range of F2 web-based applications within the Platfform suite.

F2CRM provides for the storage of contact (client and prospective client) details, the recording of notes against contacts, the establishment of tasks and reminders, the tracking of calls and the sending of company branded/styled HTML emails and merged documents (PDF or Word). F2CRM may also be integrated directly with the F2 Shout Out e-news, survey and promotions management ‘engine’ for mass communications and marketing.

Features Overview:

  • Powerful multi-site capable, (Joomla!) web-based administration tool.
  • Manage your contacts in an unlimited number of groups and categories.
  • Allow the management of customers at the individual staff level, including client views per staff member.
  • Creation of tasks at the individual and group level, including the setting of reminders.
  • Call tracking on a call type or call motivation level, including call status and individual note tracking.
  • Optional Shout Out integration for the collection and storage of subscriber/customer data via your  organisation’s website.
  • Client import and export using CSV (comma separated value) files.
  • Call resolutions to automated additional tasks by group or individual levels.
  • Call script management with configurable forms for the collection of client data.
  • Web-forms management, with conditonal user-defined field capabilities.