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ConsultCRM Template Modules

Strategic Account PlansCollaborate, plan, and manage goals and strategies for penetrating strategic accounts
See video
Bid ManagementTrack complex, high value bids from identification through to contract award.
See video
SLA MonitorService Level Agreements for Support Cases or Incidents and associated Contracts
See video
Extended Service ModuleRMA Tracking, Corrective Actions, Equipment and Asset tracking
Training Course ModuleCourses, Attendance, Certifications and feedback
Web to LeadWebsite enquiries automatically populate Leads in CRM
Projects & FeesTrack projects, project tasks and related fees
Software Bug TrackingTrack bugs and release management
Customer/Partner PortalA Microsoft accelerator requiring services to configure