Keep Customer Contact Details Updated & Organized
Powerful online contact management software that helps manage relationships between you and your customer, and also keeps track of their relationships to each other.
Find everything about your customer in one place, including relationships, activities, cases, deals and attachments.
Stay on Top of Tasks & Activities
Never again forget to follow-up with someone. Simple reminders, tasks, and calendar events help to keep track of all customer activities, past present and future.
Collaborate With Your Team
Have a question about how a client meeting went? Simply go to the customer in netric and add a comment. The owner will receive a notification of the comment and can, with a single click, reply.
Keep your communication focused and organized by commenting on customers, leads, calendar events, sales opportunities and anything else.
Your Customers Go With You
Bring all your information with you at all times where ever you go.
With netric CRM your data is always accessible from just about any device. No longer will you have to print lead information or call back to the office to get contact info because all your tools can be accessed from the palm of your hand.
Give netric CRM a test drive, it's free!
You Will Love How Easy Netric is to Use
Use the powerful import wizard to import and easily map your existing data into netric.
Netric is famously easy to use, fast, and reliable. Tours throughout the applicaiton make adoption a breeze.
If at any point you need human assistance, help from CRM experts is only a few clicks away.
Automate Sales Workflows
Netric's powerful workflow engine allows you to automate almost any process.
For example: say you would like a simple process set up that if a customer service case is not resolved in 48 hours, than an email will be sent to the manager of that division. In Netric this would take only moments to set up with our workflow wizard.
Once you start automating , the possiblities are almost endless.
Manage Roles & Access Permissions
Very simple but flexible permissions allow for controlling access to viewing, editing, or deleteing important data either by user or groups/roles.
By User
Control whether individual users can view, edit, or delete any object like a customer/contact, a file, or a support case.
By Group
An easier approach is to make users part of one or more groups like "Sales" or "Administrators", and then set the group level permissions for objects.
Extend Away With the Netric API
Netric provides a number of options for interacting with objects outside the web application. This is handy for importing, exporting and manipulating almost anything in Netric. It also makes it easy to display content on websites. Below is a description of our API offerings along with some links to support documentation.
Give netric CRM a test drive, it's free!