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

TASKS


Customisable reminders and recurring tasks - with attachments - reduce the need to re-input regular calls and meetings. Tasks can be attached to an opportunity, client and contact at the point of creation. Then record the outcome of a task, which helps identify training needs and improve future sales conversions.




APPOINTMENTS


Appointments appear on their own calendar. Users can add a recurrence, saving time creating repetitive appointments.




ENGAGEMENTS


An extremely quick way to record interactions with a customer without entering superfluous data. Fully searchable history of customer contacts – find details of a conversation quickly. All audited for reporting purposes.




TO-DO LISTS


Users are able to view all their actions required for the day – or selected date filter. Managers can view any member of their team and reassign tasks if required.




TASK HISTORY


History for each client or salespersons interactions is recorded on their record card. Fully exportable to excel.





to do list

TASKS


Customisable reminders and recurring tasks - with attachments - reduce the need to re-input regular calls and meetings. Tasks can be attached to an opportunity, client and contact at the point of creation. Then record the outcome of a task, which helps identify training needs and improve future sales conversions.




APPOINTMENTS


Appointments appear on their own calendar. Users can add a recurrence, saving time creating repetitive appointments.




ENGAGEMENTS


An extremely quick way to record interactions with a customer without entering superfluous data. Fully searchable history of customer contacts – find details of a conversation quickly. All audited for reporting purposes.




TO-DO LISTS


Users are able to view all their actions required for the day – or selected date filter. Managers can view any member of their team and reassign tasks if required.




TASK HISTORY


History for each client or salespersons interactions is recorded on their record card. Fully exportable to excel.





contacts

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.





dashboard

TASKS


Customisable reminders and recurring tasks - with attachments - reduce the need to re-input regular calls and meetings. Tasks can be attached to an opportunity, client and contact at the point of creation. Then record the outcome of a task, which helps identify training needs and improve future sales conversions.




APPOINTMENTS


Appointments appear on their own calendar. Users can add a recurrence, saving time creating repetitive appointments.




ENGAGEMENTS


An extremely quick way to record interactions with a customer without entering superfluous data. Fully searchable history of customer contacts – find details of a conversation quickly. All audited for reporting purposes.




TO-DO LISTS


Users are able to view all their actions required for the day – or selected date filter. Managers can view any member of their team and reassign tasks if required.




TASK HISTORY


History for each client or salespersons interactions is recorded on their record card. Fully exportable to excel.