CRM Module

    • Task list for each person in your business
    • Suitable for Sales, Administration and Production
    • Sales task list to follow up quotes and major projects with customers & prospects
    • Keep all correspondence in Dolphin, including notations of conversations
    • Send an email directly from CRM
    • Attach any file into CRM, quotations, proposals, pdf’s, picture files
    • Production staff can use it to track any changes to jobs
    • Categorise each notation ie. Outgoing email, Authors corrections, Outgoing phone call etc.