A One Source Solution for your Business from Marketing, through Sales to Customer Processing
and Handling

Entirely Customisable Software

Enabling you to mould the system to suit your specific requirements and the business processes of your firm.

Sales Force Automation

Keep a track of your Opportunities and ensure these are converted into paying customers and no opportunity is lost. Maximise your selling opportunities and profits.

  • Accounts

    Store details of all companies and organisations that you deal with and build stronger, longer lasting commercial relationships.

  • Contacts

    Record and manage contact details for individuals that you deal with to assist communicating your sales message with them and integrating them into your marketing, sales and support processes.

  • Quotes

    Keep a record of quotes sent out and follow these up.

Inventory management

Keep up to date records of stock levels to react quickly to purchase enquiries and to ensure goods are always in stock when required.

  • Products

    Know what you current product or service range is and what your current pricelist is, integrate this into your Opportunities so that you can see who is interested in which of your products and services.

  • Orders

    Record your order success and let this flow seamlessly from sales to admin.

  • Invoices

    Generate invoices automatically from sales received, seamlessly all in one system and monitor when they are due aiding cashflow.

Business process automation

Use Workflows and System Jobs to automate your business processes to allow greater efficiency and to ensure adherence to your own business processes.

  • Email automation

    Standard email templates that can be automatically populated from data on your files to allow personalised automatic emailing.

Data visualisation

  • Reports and Schedulers

    See your data in the way you want to see it and schedule reports so that information is automatically distributed to those who need to see it, where they need to see it, when they need to see it.

  • Dashboards

    See real time live data every time you log in to your Apis CRM system and understand everything that is happening in your business as it happens.

Microsoft Word integration

Work directly from Microsoft Word to create mail merge templates for your Quotes, Orders, and Invoices all from within the familiarity of product you already use.

Document management

Create Documents from templates for a House style and automatically populate the data in these for greater efficiency. Store these documents centrally for access from anywhere, greater security and saving on your local hardware costs.

Marketing your Products & Services and Generating Leads for Your Business

Marketing automation

Manage and run marketing campaigns, connect with potential customers of yours via e-mail shots and newsletters. Turn your leads into paying customers.

Add links to your website to enable visitors viewing your site to submit their interest to you in real time – when they are looking and before they look elsewhere. Automatically email them to thank them for their interest and to say you will be in touch to discuss their requirements further.

Streamline your Business, Support your Customer Base and Look After Your Existing Clients

Customer support

  • Cases

    Record and manage all instances of support requests logged by your customers and see who is dealing with them, when they were logged, which have been resolved and which are unresolved, what priority are they.

    Use Workflows route cases to the relevant member of staff based on the nature of the case to ensure it is handled in the most efficient manner. Your Customers can log support requests directly via your website using web forms and the cases will save seamlessly into your Apis CRM system.

  • Solutions

    Keep a knowledge base of all customer queries and what the solution to each was.