CRM and Project Management.
Easy. Powerful. Affordable
Simple to Use, Ease to Implement & Flexible for Customized Solution
Powerful Customer Relationship Management
CHIP is a great tool to help small businesses deal with the vital task of managing your leads, contacts, organizations, partners, vendors and suppliers. Using CRM best practices, you can see everything about a lead or a contact - from background, email history and important dates, to any projects or opportunities in which they have participated.
CHIP web-based customer relationship management features:
Integrated Project Management
CHIP uniquely offers CRM and Project Management in one so you can make sure you're on top of your customer relationship at every stage. With the project overview screen you can see the recent activity on any project, and track project performance against milestones over time. With CHIP project management you can:
Use CHIP to manage potential business in your sales funnel. You can create opportunities to define the value of the business, manage pipelines and associated activity sets, opportunity funnel stages and categories, probability of winning, and forecast close dates. In addition, CHIP's opportunity reports give a top down view of the health of your business.
Our Legacy Reports include nine configurable reports for Sales Opportunities and Activities (tasks and events) and include basic graphs. Our Advanced Reports allow you to create custom, tabular reports. Advanced logic filters help you narrow your report critsseria, and you can include report categories and add summaries to a row of calculations. Report scheduling and Smart Alerts are also available on paid plans.
Powerful Integration with email, Google Apps, Office 365 & More
CHIP works the way you work. We offer various levels of integration with popular applications: