Built-In Full Cycle CRM.

Successful salespeople are knowledgeable, efficient and work within a defined sales cycle. 

 

Adtakr ensures that information for bookings, customers and contacts are available in one place, providing your salespeople with a comprehensive insight to their advertiser.

 

client records

FULL CUSTOMER SEARCH


Options to search on a partial name, phone number, street and postcode. A single search field minimizes the search time and accurately provides users with an exhaustive list of potential customers.




CUSTOMER CREATION


Access rights determine who can create Prospects or Full Account customers. The system comprehensively handles prospects, agencies, individuals, companies and subscribers.




DUPLICATION CHECKS


Reduce the risk of creating duplicate customers by automatically checking on existing phone number, name and postcodes within the system – including prospects.




FLEXIBLE RELATIONSHIPS


A full list of your customers and their related agents, with clickable options providing an immediate summary of the relationship. Creating new relationships is a quick one-click option. Adtakr also enables users to relate clients to other relationships e.g. local offices, editorial agents.




MAP INTEGRATIONS


Integrate online mapping such as Google Maps to shows exactly the location of the customer for easier directions and adds to local knowledge.




PREFERENTIAL SERVICE INDICATORS


Helps reduce the risk of your salespeople making unwanted calls and alienating potential customers.





financIALS

FINANCIAL INFORMATION


Full visibility on the customer's credit limit, agency commission, and discount types. If you have the appropriate access right, you can also amend the fields within this screen.




PAYMENTS


Account and Credit Card payment options for full payment flexibility simplifying the payment process for your advertisers and users.




FLEXIBLE INVOICING


Default bill to functionality allows the invoice to be sent to a different address if required, reducing the risk of the invoice being sent incorrectly.




MULTI-CURRENCY


Each client can have a currency assigned ensuring the system can handle payments from who ever you do business with.





to do list

FULL CUSTOMER SEARCH


Options to search on a partial name, phone number, street and postcode. A single search field minimizes the search time and accurately provides users with an exhaustive list of potential customers.




CUSTOMER CREATION


Access rights determine who can create Prospects or Full Account customers. The system comprehensively handles prospects, agencies, individuals, companies and subscribers.




DUPLICATION CHECKS


Reduce the risk of creating duplicate customers by automatically checking on existing phone number, name and postcodes within the system – including prospects.




FLEXIBLE RELATIONSHIPS


A full list of your customers and their related agents, with clickable options providing an immediate summary of the relationship. Creating new relationships is a quick one-click option. Adtakr also enables users to relate clients to other relationships e.g. local offices, editorial agents.




MAP INTEGRATIONS


Integrate online mapping such as Google Maps to shows exactly the location of the customer for easier directions and adds to local knowledge.




PREFERENTIAL SERVICE INDICATORS


Helps reduce the risk of your salespeople making unwanted calls and alienating potential customers.





contacts

SALES DASHBOARD


The Call to Action reports are quickly becoming a salesperson’s must have. A quick list of specific actions is all available for the salespeople and within seconds they can send the customer a tailored email. Information available to a salesperson includes: - Copy and payment to chase - Package rebooks - Membership expiry




SEND TO TASK OR OPPORTUNITY


Results from the dashboard quick reference reports can be added to tasks and opportunities giving users the ability to create opportunity lists from their clients in a couple of seconds.




EMAILING


All clients with an email address, appearing in the lists on the dashboard can be emailed. When multiple contacts are selected, they are all sent the same email - with their addresses in the BCC field - ensuring privacy is protected.




EXPORT AND PRINTING


Full or partial lists can be exported to Excel or PDF and printed directly from the dashboard. This gives the sales team access to data they would previously have to run full reports for.





dashboard

SALES DASHBOARD


The Call to Action reports are quickly becoming a salesperson’s must have. A quick list of specific actions is all available for the salespeople and within seconds they can send the customer a tailored email. Information available to a salesperson includes: - Copy and payment to chase - Package rebooks - Membership expiry




SEND TO TASK OR OPPORTUNITY


Results from the dashboard quick reference reports can be added to tasks and opportunities giving users the ability to create opportunity lists from their clients in a couple of seconds.




EMAILING


All clients with an email address, appearing in the lists on the dashboard can be emailed. When multiple contacts are selected, they are all sent the same email - with their addresses in the BCC field - ensuring privacy is protected.




EXPORT AND PRINTING


Full or partial lists can be exported to Excel or PDF and printed directly from the dashboard. This gives the sales team access to data they would previously have to run full reports for.