Keeping in touch with your customers can be one of the most important tasks in your day. Our CRM system gives you a single interface to find, update and report on your customers, suppliers and even your competitors.
Storing important information about your clients can give you a competitive edge. Vantage Cloud allows you to customise the information you keep to make sure no detail is missed. Whether you need to store the number of seats at a customer branch or information about a client’s existing infrastructure, you can add your own fields quickly and easily without the costs and timescales associated with tailoring traditional software packages.
At the core of our system is the ability to restrict access to to any feature. Our proprietary permissions algorithm ensures that no customer can see any data that is not directly related to them or their customers. Modules and features can also be restricted at a company level, cascading access to all of their customers and users within one simple click. In addition, each user can have their own set of permissions assigned to them to ensure they only get access to the data they need.
All of your existing customer data can be imported either via CSV, text file or via an API connection. You can also use the Vantage Cloud API to push data into the platform.
All of your data can be downloaded or exported at any time. Each module has a facility for sorting, filtering and downloading data in CSV format however you can also use the API to pull the data out dynamically.
A licenced user is a contact that can login to the system. Contacts can be converted to licenced users with a quick change and will then be able to login using their email address and password.
Within the system you can add your own fields to almost any module. You can also rename, sort, hide and export data from these fields all from within the user interface.