Your CRM

DESIGNED FOR YOUR BUSINESS

UNLIMITED USERS. NO LICENCE FEES.

Your Own CRM

If you are starting to feel the pinch of licence fees for different platforms, or are keeping data on different spreadsheets that only 1 person can use at a time, then in as little as a few weeks, you could have your own system that is designed for your business and the way you want it to work.

It could pay for itself in as little as a couple of months.

A Datalinked CRM / Web Portal will show quantifiable improvements in your data quality and the efficiency of your processes, while increasing the visibility of information to people who should see it.

  DATALINKED CRM/PORTAL
  • Secure .uk domain registered to you included in price (first 2 year's registration free, then £20pa. 2-10 years renewal)
  • UK cloud hosting on SSD (Solid State Drive) with 1Gb storage free for first year (then £100pa)
  • 99.9% server uptime with nightly file and database backups (backups saved for 5 days)
  • Free SSL certificate while hosted by Datalinked - auto renews
  • Email support with 24-hour max turnaround (business hours only) - can be upgraded to 6 hour or telephone support
  • MySQL database included
  • Unlimited Users included
  • Unlimited Customers and Contacts included
  • In built security with password requirements
  • Works from a browser, so will work on Windows, Mac, laptop, tablet (we don't recommend mobiles unless an emergency)
  • You own the code and will have access to your hosting account and database, so you're never tied down
  • Expandable / add new modules when you are ready for them

There are many different modules and optional extras that can be included in any CRM / Web Portal.
These are just a few ideas. Please call to arrange a meeting to discuss your particular requirements.

CUSTOMER & CONTACT DATA
  • Extra fields for customers or contacts that aren't easy to set up in spreadsheets or using a complicated CRM platform
  • Fast & accurate address entry by postcode (additional charge for postcode lookups - we recommend Simply Postcode - from 2p per lookup)
  • Google Map showing locations of customers, contacts or client
  • One-click driving directions
  • Timestamped and user-logged notes
USER MANAGEMENT
  • One click disabling of user, in cases of dismissal - user immediately logged out on all platforms
  • Unlimited users and types of users (Administrators, HR, Accounts, Sales, Marketing, etc) - all can have their own access rights as to what they can see and do
  • Forgotten Password with email sent to user with link to reset
  • Upload photos of users
WEBSITE CONTENT MANAGER
  • *Datalinked created websites only - non-WordPress so much more secure
FILE MANAGEMENT
  • Upload, organise and download files and images
  • Link files/images to a particular customer or contact
REPORTING
  • Reports designed for your needs, integrating data from multiple sources
  • Google Analytics graphs and reports
SALES & MARKETING
  • iPad/Tablet designed Point of Sale application - for your sales agents on the road
  • Google Map of where sales agents last logged on
  • Signature Pad so that customers can sign (orders, GDPR, etc) and signature is stored as an image file with a datestamp
  • Leads & Opportunities dashboard with graphs and tables
  • Pipeline designed for your business
  • Product discount pricing - per client or customer - or all
ACCOUNTS
  • Online invoices with option to print or email to customer
  • Online payment (requires payment gateway, e.g. WorldPay or PayPal)
  • Emailed Statements
  • Daily, weekly, monthly, annual or custom date reporting
PRODUCTS & WAREHOUSING
  • Product entry with photo(s)
  • Stock-taking
  • Picking lists
  • Part order despatch
  • Shipped inventory reports
STAFF
  • To do lists
  • Individual, group or company-wide push notifications by admins
  • Online chat between users
  • Bulletin board
MAKE YOUR IDEAS HAPPEN!