Deceptively easy to learn and use, Legrand CRM provides rich functionality that will positively impact the productivity of your team. Our screens are uncluttered and logical, making it really easy to manage all your customer data, activities and communications.
Legrand CRM is equally at ease managing relationships with companies as with individual consumers. Company and contact information are stored separately. This means that company-specific information is only stored once and is not replicated for every contact. Appointments, Activity Notes and Opportunities/Projects can be linked to multiple companies and individuals, enabling you to track everyone who is involved.
In order to reflect the terminology and information that is important in your business Legrand CRM is highly configurable. Our user-fields editor enables you to define user fields, their caption and type (text, date, dropdown, checkbox and number). You can also resize the fields to accommodate wider input data and rearrange their position.
Our calendar and task management functions enable you to view your team’s planned activities, schedule resources and set priorities. Calendar events can be linked to multiple contacts in the database.
Legrand CRM is simply great at list management — segmenting your companies and contacts into multiple lists for targeted communications — through combinations of keyword tags, user fields and fast searches.