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the proactive way to manage your business Grow your business with industry leading Cloud CRM applications The complete collections management software is a fully comprehensive debt recovery system helping process any debtor case type. Collections CRM can manage multiple debtor transactions through to final court proceedings, if required, while following current company processes. www.brightoffice.co.uk We currently have the following fully developed and saleable business CRM products. • Business CRM • Broker / Lender CRM • Claims CRM • Debt CRM • Solicitors CRM • Chamber CRM • Members CRM • Jobs CRM • Case Management CRM • GreenDeal CRM • Lettings CRM • Training CRM • Telesales CRM • Sales Forecasting CRM • Family Support / Bereavement Support • Wealth-Investor CRM • Downstream CRM BrightOffice Limited Maple Court, Maple View, White Moss Business Park, Skelmersdale, West Lancashire, WN8 9TW. [email protected] 0845 643 4012 For more information on our CRM applications, please telephone us on... Collections CRM

Transcript of 0$ -'1&!213*/$33! ! · 2016-03-14 · "'!.(/(0$-'1&!213*/$33! ! 4&',!-'1&!213*/$33!,*"#!*/513" &-!...

Page 1: 0$ -'1&!213*/$33! ! · 2016-03-14 · "'!.(/(0$-'1&!213*/$33! ! 4&',!-'1&!213*/$33!,*"#!*/513" &-! 6$(5*/0!76'15!789!(%%6*)("*'/3:#$!)'.%6$"$!)'66$)"*'/3!.(/(0$.$/"!3';",(&$!*3!(!;166-)'.%&$#$/3*+$!5$2

the proactive way

to manage

your business

Grow your business with industry

leading Cloud CRM applications

The complete collections management software is a fully

comprehensive debt recovery system helping process any

debtor case type. Collections CRM can manage multiple

debtor transactions through to final court proceedings, if

required, while following current company processes.

www.brightoffice.co.uk

We currently have the following fully developed

and saleable business CRM products.

• Business CRM

• Broker / Lender CRM

• Claims CRM

• Debt CRM

• Solicitors CRM

• Chamber CRM

• Members CRM

• Jobs CRM

• Case Management CRM

• GreenDeal CRM

• Lettings CRM

• Training CRM

• Telesales CRM

• Sales Forecasting CRM

• Family Support /

Bereavement Support

• Wealth-Investor CRM

• Downstream CRM

BrightOffice Limited

Maple Court, Maple View,

White Moss Business Park,

Skelmersdale,

West Lancashire,

WN8 9TW.

[email protected]

0845 643 4012

For more information on

our CRM applications, please

telephone us on...

Collections CRM

Page 2: 0$ -'1&!213*/$33! ! · 2016-03-14 · "'!.(/(0$-'1&!213*/$33! ! 4&',!-'1&!213*/$33!,*"#!*/513" &-! 6$(5*/0!76'15!789!(%%6*)("*'/3:#$!)'.%6$"$!)'66$)"*'/3!.(/(0$.$/"!3';",(&$!*3!(!;166-)'.%&$#$/3*+$!5$2

© BrightOffice 2016 | All Rights Reserved www.brightoffice.co.uk

SALES PROSPECTSPROCESS

TELESALES-PROSPECTING

SALES ENQUIRIES(QUOTES)

SALES ORDERS

SALES INVOICES

CONTRACTMANAGEMENT DEBTOR MANAGEMENT

CUSTOMERS SUPPLIERS

SALES ACCOUNTS

SALES PAYMENTS

ARREARS MANAGEMENT

SALESINVOICING

DEBTORMANAGEMENT

WORKFLOW PROCESS

PURCHASE ACCOUNTS

PURCHASEORDERS

PURCHASEPAYMENTS

PURCHASEINVOICING

SAGE LINE 50

FINANCIALPROCEDURES

VATRETURNS

SAGEINTEGRATION

FILE MANAGER

DOCUMENTSON THE WEB

EMARKETING & BULK SMS

EMARKETING

WEBMAIL &CALENDARS

FEATURES

FINANCIAL OTHER MODULES

Data Import

VoIP Ready

Dialler Integration

Manage / Assign Data

Auto Email Grabber

Auto Scan and Upload

Scripts / Questionnaires

Electronic Signature

Postcode Lookup

DEBTOR TRANSACTION SUMMARY

CUSTOMER CONTRACTS

Manage Contracts

Contract Reports

Forecasting

Contracts to Sales

Create Sales Proposal

Workflow Process

Purchase Invoices

Credit Notes

Manage Debtor

Debtor Analysis

Report Scheduling

Sales Forecasting

Create Sales Orders

Post to Sales Invoices

Post to Sales Nominal

Customer Statements

Sales Reporting

Task Management

Auto Client Updates

Weekly Diary

Business to Business

Business to Customer

Workflow Processing

Bulk Processing

Intelligent Workflows

Auto Email Updates

Auto SMS Updates

Service Invoices

Product Invoices

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Post to Purchase Invoices

Full & Part Payments

VAT Period Update

TAKEPAYMENTS

Credit Card Payments

Word Documents

Excel Documents

PDF Documents

Image Documents

Personal Documents

Create Customers

Post Sales Invoices

Post Sales Payments

Post Sales Credits

DEBTOR TYPES

Compose Emails

Receive Emails

Exchange Integration

Multiple Folders

Advanced Search

Create Multiple Alias

Multiple Signatures

Group Calendars

Calendar Permissions

Smartphone readyData Source Manager

Email Address Verifier

Group data

Newsletters

Newsletter Campaigns

Bulk SMS

Credit Notes

Full & Part Payments

Arrears Reports

Email Statements

Email Invoices

Chase Letters

the proactive way to manage your business


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