Home » rexx CRM » Overview » Modules & Features

• Electronic customer filing system
  
• Freely definable customer characteristics
  
• Multiple customer classification
  
• Customer selection and targeting
  
• Integrated search & list engine
  
• Events and Campaign management
  
• Budget management
  
• Relationship management
  
• Customised processes through the workflow engine
  
• Process control
  
• Re-submission and updating system
  
• Order entry, including interfaces to the ERP system
  
• Sales force control
  
• Visit reporting procedure
  
• Freely-definable visit and reporting screens
  
• ETMS / Territory management
  
• Procedures for releasing samples and their documentation
  
• Tour and Route planning
  
• Weekly planner
  
• Expenses module and electronic logbook
  
• Materials requisition, including interfaces to the warehouse
  
• Fax module and notification of fax receipt
  
• Web Contactor
  
• smartMail
  
• Mail merge function
  
• smartLetter
  
• Data Clearance, link to specialist pools
  
• Data warehouse, Statistics & Analysis module, Benchmarking
  
• Interfaces to third-party systems (merchandise management / ERP)
  
• Export (Excel, CSV, PDF, XML)
  
• Interfaces to third-party systems (ERP)
  
• Support for PDA / Pocket PC
  
• Operation as online CRM solution