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iChoc: Our open source CRM solutions


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Does your company need a CRM solution? At an affordable price and great ROI? Check the scenarios to see if you fit in!

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iChoc: Our open source CRM solutions

  1. 1. iChoc Solutions - Customer Relationship Management (CRM) Open Source - Web sites 2.0, Social Networking, Facebook
  2. 2. Services by iChoc <ul><li>Customer Relationship Management (Open Source) </li></ul><ul><ul><li>Managing quotations, sales process and / or salesmen </li></ul></ul><ul><ul><li>Managing after sales service </li></ul></ul><ul><ul><li>Managing documents and / or mails related to a customer </li></ul></ul><ul><ul><li>Managing tasks of employees or calendaring. </li></ul></ul>
  3. 3. Services by iChoc <ul><li>Web sites or Intranets integrating your business processes </li></ul><ul><ul><li>Chat </li></ul></ul><ul><ul><li>Wiki (Online collaboration) </li></ul></ul><ul><ul><li>Polls </li></ul></ul><ul><ul><li>FAQ </li></ul></ul><ul><ul><li>Podcasting </li></ul></ul><ul><ul><li>Reservation System </li></ul></ul><ul><li>Catalogues, E-Commerce and online payment systems </li></ul>
  4. 4. Services by iChoc <ul><li>CRM for associations or NGOs </li></ul><ul><ul><li>Contribution </li></ul></ul><ul><ul><li>Events Management </li></ul></ul><ul><ul><li>Manage Newsletters </li></ul></ul><ul><ul><li>Manage interactions (calls, meetings, emails) </li></ul></ul><ul><ul><li>Manage info on members, volunteers, clients, donors. </li></ul></ul><ul><li>System linking Projects, Timesheet and profitability </li></ul>
  5. 5. Portal site for an Organisation <ul><li>Is a web site and </li></ul><ul><ul><li>Automated picture galleries </li></ul></ul><ul><ul><li>Easy insertion of video and sound files </li></ul></ul><ul><ul><li>Closed discussions forums </li></ul></ul><ul><li>Includes functionalities linked to operations </li></ul><ul><ul><li>Newsletter </li></ul></ul><ul><ul><li>Event Management </li></ul></ul><ul><ul><li>Directory of members </li></ul></ul><ul><ul><li>Document Management System </li></ul></ul>
  6. 6. Functionalities linked to operations <ul><li>Newsletter </li></ul><ul><ul><li>Manage newsletters </li></ul></ul><ul><ul><li>Send to different groups </li></ul></ul><ul><ul><ul><li>Members </li></ul></ul></ul><ul><ul><ul><li>Executive Committee </li></ul></ul></ul><ul><ul><ul><li>Public </li></ul></ul></ul><ul><ul><li>If registered, can see past issues </li></ul></ul>
  7. 7. Functionalities linked to operations <ul><li>Event Management </li></ul><ul><ul><li>Automate part of the work (less resources needed) </li></ul></ul><ul><ul><li>How it works </li></ul></ul><ul><ul><ul><li>Send a mail through a mailing list </li></ul></ul></ul><ul><ul><ul><li>Receiver click on link and access web page </li></ul></ul></ul><ul><ul><ul><li>Confirm presence and input name </li></ul></ul></ul><ul><ul><ul><li>Admin receive email confirmation </li></ul></ul></ul><ul><ul><ul><li>Admin get list of people who confirmed </li></ul></ul></ul>
  8. 8. Functionalities linked to operations <ul><li>Directory </li></ul><ul><ul><li>Automate directory creation. Management easy! </li></ul></ul><ul><ul><li>Different groups (members, students etc) </li></ul></ul><ul><ul><li>Can list by group (and alpha order) </li></ul></ul><ul><ul><li>Search for a member (also advanced search – Groups) </li></ul></ul><ul><ul><li>Can add many types of information (phone, address, keywords, description) </li></ul></ul>
  9. 9. Functionalities linked to operations <ul><li>Document Management System </li></ul><ul><ul><li>List of documents accessible to </li></ul></ul><ul><ul><ul><li>Public </li></ul></ul></ul><ul><ul><ul><li>Registered members </li></ul></ul></ul><ul><ul><ul><li>Any specific group </li></ul></ul></ul><ul><ul><li>Can update docs, upload and send mails </li></ul></ul>