CRM, Ticketing & Quoting

  • Operations Centre Show and Tell Screen for Customer’s/Supplier’s activities
  • Emails can be assigned, stored, viewed and replied to from Ostendo
  • Call Centre Ticketing with Business Process and Escalation Procedures to meet SLAs
  • Phone System Integration for Call Centre Calls
  • Tracks Quotes, Jobs, Sales Orders, Purchase Orders, Invoices, Payments and Deposits
  • Activity Log for Emails, Calls, Meetings
  • Complete Call and Quote History
  • Expiry Date for Quotes
  • Convert Quotes to Sales Orders and Job Orders or Change to Lost Status with a Reason
  • Opportunity and Pipeline Management
  • Marketing and Promotional Campaigns
  • Business Knowledge Base with FAQs