what is icrmpro?

Answer by: Stuart Pierce, Knowledge Base Support

iCRM Pro is based on the latest Customer Relationship Management (CRM) software product from the Sugar Open Source community. Sugar Open Source is a product of SugarCRM Inc., a premier provider of CRM systems. Now, Aplus.Net offers this valuable service to its customers. Below you will find a short description of iCRM Pro's main features. More detailed information is available at the official web site of SugarCRM.

CRM applications, in general, are used to efficiently organize and maintain information which is crucial to many aspects of your business. This includes user’s account management, assigning tasks to different users and sending automatic email notifications, creating contacts, tracking activity history (meetings, calls, emails, and tasks), working with a visual calendar with an option for multiple user accounts, etc.

Apart from the CRM attributes, iCRM Pro provides also a sophisticated business management system: summary view of upcoming appointments, top opportunities, open cases, assigned bugs. Furthermore, a sale pipeline table and graphical dashboard for representing lead sources and outcomes are available. A case management system allows users to follow customer problems and resolutions linking each case to all of its related information. There is also an RSS module available, allowing customers to receive their favorite news feeds.

One of the greatest assets of iCRM Pro is its flexibility for user customization. You can add, modify, or remove interface fields, layout, and tabs through a simple point-and-click administration tool. Modifying drop-down lists is also on hand.

The user interface of iCRM Pro is divided into twelve main sections called “Modules”. iCRM Pro has great possibilities for customization which allow you to add, edit, or remove modules. Thus, you can significantly change its look-and-feel. The program has an emphasis on group collaboration - it could be used by multiple users simplifying coordination within your company. All modules are equipped with a search engine for easy location of the required entry.

iCRM Pro Modules:

Home – Contains a general overview of upcoming Appointments, top Opportunities, open Cases, Leads, open Tasks, assigned Bugs, sales pipeline graph, and monthly calendar.
My Portal – It contains a series of shortcuts which can link to any external website. You can also add links to applications such as your favorite forums or your web-based email.
Calendar – View scheduled activities (by day, week, month or year), such as meetings, tasks, and calls. You can also share the Calendar with any of your existing iCRM Pro users.
Activities – You can use this tool to manage the myriad of calls, meetings, emails, notes, and tasks that you need to track.
Contacts – You can use this tool to maintain a database of important contacts. Contacts are the people with whom your organization does business. You can also import contacts in bulk from existing database file.
Accounts – You can use this tool to maintain a database of important business contacts (Company Profiles).
Leads – You can use this tool to manage and track your business leads (The people or companies with whom you might do business in the future). Not to be confused with a contact or account, leads can often contain incomplete or inaccurate. Leads can be automatically entered into the system from your web site, or you can do that manually.
Opportunities – Track the process of selling a good or service to a potential customer. Once a selling process has commenced with a lead, a lead should be converted into a contact and possibly also an account.
Cases – Cases are the handoff between the sales department and the customer support department. Cases help customer support representatives manage support problems or inquiries to completion by tracking information for each case such as its status and priority
Bug Tracker – The Bug Tracker module helps customer support representatives manage software-related support problems or inquiries to completion.
RSS – You can manage RDF Site Summary feeds which provide news and other web content that is syndicated by external web sites. iCRM Pro has a list of available RSS feeds, and you can easily add more.
Dashboard – There are four charts available in this module.

Pipeline by Sales stage – horizontal bar chart where each bar shows the value of potential sales at each stage of the sales pipeline.
Opportunities by Lead Source by Outcome – horizontal bar chart showing total opportunities for each lead.
Pipeline by Month by Outcome – stacked bar chart where each bar shows the total sales pipeline for each month.
All Opportunities by Lead Source – pie chart visualization of the proportion of total sales opportunities for each lead source.