Tag Archives | intouchcrm

What to look for when choosing a CRM or Contact Management System

There are a bewildering array of applications in the Customer Relationship Management CRM and Contact Management System category. Recent discussions with a prospect highlighted to me that the CRM selection processes that small businesses, solo entrepreneurs and autonomous sales people are faced with is very similar to the selection process that much larger companies go […]

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intouchcrm review – comprehensive CRM for smaller businesses

intouchcrm is integrated marketing, sales and customer service

In One package, intouchcrm caters for and supports multi-touch, multi-channel, multi-media marketing and relationship based sales of products and services.

Intouchcrm provides the Business to Business (B2B) salesperson, solopreneur or business owner with the platform to Turbocharge your Sales Funnel.

Evaluation, selection and getting started is easy, with 30 day free trial, low monthly cost, training, support, no strings agreement and online Software as a Service (SaaS) delivery .


intouchcrm logo

Let us highlight the main areas of the InTouchCRM system to you…

See how easy it is to manage essential tasks and information


Contact records – the heart of your Customer Relationship Management CRM

  • View and update profile information
  • Import contacts from other sources
  • See History, Interactions, scheduled tasks, custom fields
  • Add Contact History Note, Task, Event or Other Action
  • Assign contacts to groups and organisations
  • Create and update leads and sales, service tickets


Helping you and your team work efficiently and effectively

  • Sort and select tasks by many parameters
  • Link tasks to contacts and organisations
  • Edit tasks and add task history notes
  • Assign tasks to team members
  • Add documents to tasks


Manage your time, and the time of your colleagues effectively

  • View your events and tasks and make amendments
  • View diaries of colleagues and invite them to meetings
  • Add new tasks and events and link to contacts and organisations


Integrate Social with CRM to extend your relationship building

  • Send a Tweet or Facebook update from within intouchcrm
  • View your Twitter timeline, @mentions, retweets and sent tweets
  • Access the Twitter profile of interesting Tweople
  • Add users or organisations into intouchcrm directly from the tweet
  • Then view their tweetstream and join the conversation
  • Add them to groups within intouchcrm for follow-up

Advanced Email Marketing capabilities at the core of intouchcrm

  • Create emails from various templates or clone previous emails
  • Send one-off broadcasts, and view comprehensive tracking data
  • Click through from email results into the contact record for seamless follow-up
  • Create multi-step, multi-activity campaigns for effective lead nurture
  • Activate lead nurture manually or automatically following website lead capture
  • Create and send Surveys as an email campaign from within intouchcrm
  • Create and send SMS messages from within intouchcrm to enhance your campaigns
  • Create postal campaigns via mail-merge for lead generation, lead nurture or customer loyalty
  • Integration with Google Analytics to tie in with Goals and Objectives on your website
  • Create webforms to add to your website for simple sign-up or comprehensive data capture
  • Confirm you have permission to email and contact people added manually or in bulk.


Manage your sales pipeline and focus on sales priorities

  • Record and manage leads and opportunities against organisations
  • Define Products and/or Services and add them to leads and sales
  • Assign probability forecast to leads for factored sales forecast reports
  • Record Sales and manage through invoice and payment process
  • View leads and sales values by product or service


About intouchcrm

intouchcrm for all your small business crm sales and marketing needsThe CRM system  is developed and supported from Weston-Super-Mare, Somerset, in the UK.

Several years ago, CEO James White spotted a need for a fully integrated CRM and email marketing system that would help small businesses to be better at managing their tasks and processes and to strengthening their relationships with their customers and contacts. Intouchcrm was born six years ago has grown ever since. With customers across the UK and internationally, intouchcrm now helps more and more organisations improve their sales results, one small business at a time.

In 2012 InTouchCRM was voted the best SME CRM system in the Software Satisfaction Awards.

About Wurlwind

Wurlwind has been a user of intouchcrm since 2009 and has been part of the beta review group of the social media release and has provided input to the email auto-responder campaign functionality.

We are delighted to include intouchcrm in our portfolio of marketing and sales solutions.

Get Started for Free

intouchcrm is available on a 30 day trial free-of-charge.

CLICK HERE NOW and experience the comprehensive CRM capabilities of intouchcrm today!