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CompassAFM

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  • Home
  • FacilityManager CMMS
    • FM Overview
    • Help Desk (Work Orders)
    • PPM Plant & Equipment
    • PPM Property
    • Asset Register
    • Risk Assessment
    • Analytics & Valuation
    • Contact Management
    • CRM
    • Planner
    • Task Explorer
    • Building Management
    • Energy Management
    • Project Management
    • Financial
    • Labels & Scanning
    • Other Modules
  • CompassASSIST
    • ASSIST Overview
    • Operational Analysis
    • Accelerator Programme
    • Evolution Programme
  • Industries
    • Overview
    • Education
    • Facilities
    • Government
    • Healthcare
    • Manufacturing
    • Housing Associations
    • Sub-Contractor
  • About Us
    • Overview
    • Testimonials
    • Terms & Conditions
    • Privacy Policy
  • Pricing
    • FacilityManager CMMS
    • CompassASSIST
  • Free Trial / Consultation
  • Support
  • Resources
  • Contact Us
  • Become an Partner
  • Download Brochure

Account


  • Bookings
  • My Account
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CRM, Contact & lead tracking

Detail (Admin View 1)

Building and tracking relationships is just good business sense


This module, is used to manage interactions and store data throughout the lifecycle of a relationship between the company and customers, contractors, suppliers and other team members.


Think of it as 100’s of Dropboxes in a single location, each one being used to manage a different project, sale or anything you can think of.


It is designed to compile information on all the individual activities across different channels — meetings, telephone calls, emails, texts and more. This way all interactivity is kept together for future reference or as a resource saving time and avoiding pitfalls if a project is replicated.

Detail (Admin View 2)

It is designed to compile information on all the individual activities across different channels — meetings, telephone calls, emails, texts expenditure and more. 


This way all interactivity is kept together for future reference or as a resource saving time and avoiding pitfalls if a project is replicated.

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