CRM

CRM and Project Management.
Easy. Powerful. Affordable

Simple to Use, Ease to Implement & Flexible for Customized Solution

• Contact management: See all contact information at a glance so you won't miss a beat.
• Project Management: Create a pipeline and activity set for each step in the project so you have more granular control of what needs to be done, by whom, and when.
• Task Management: Use CHIP tasks to create to do lists, log meeting notes and phone calls, and set up email reminders. You'll be so organized that you'll be afraid of yourself!
• Easy Administration: All the power of a CRM without the hassle - add users in one click, easily create permissions and rest assured that your date is secure and private.

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:

• Lead Management
• Contact Management
• Calendaring and Events
• Automatic Address Book
• Notes and Comments
• Lightning Fast Search
• Custom Fields and Filters
• File Sharing
• Web to Lead & Web to Contact
• Tags, Notification, and Following
• Linking (Direct Relationships Between Contacts, Organizations, Opportunities, Projects)
• Mass Email and Email Templates

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:

• Create Milestones, Pipelines and Tasks for Projects
• Get Automatic Email Reminders
• Specify Roles for Contacts
• Track All Email Correspondence
• View Completed Tasks and Events by Project
• Include Any Files Associated with the Project
• View Task and Event Reports

Sales Opportunities

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.

Reports

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:

• Google Apps
• Google Drive
• Gmail