netXchange CRM

The Navertech netXchange CRM is a hosted solution specifically designed for web developers and agencies.

Navertech has evaluated many hosted CRM solutions on the market and found them either too complex or missing features which we required as a small software company.

netXchange was designed to assist in the running and operations of Navertech and is now available as a hosted solution to any other web developer or agency.

Pricing is based on a per user, per year basis.  If you want more information or to arrange a demo of netXchange CRM, just get in touch.

The modules which are available include:-

• Contacts
• Organiser
• Productivity
• Projects
• Services & Billing
• Marketing
• Discussion 

Contacts

A database for storing contact details, comments and documents.  Each contact can belong to a customisable set of groups e.g. Customers, Suppliers, Partners, Agents etc.

The Contacts Dashboard provides an overview of what has changed in the last 14 days.

Organiser

Each user can have a private or shared calendar within the CRM.  It also has a simple “to do” list function.

Productivity

Users can book time against a calendar style timesheet.  Each entry can be booked against an existing Project and at different rates.  Management can view reports to analyse working hours and productivity percentages on a weekly or monthly basis.

Projects

This simple project management tool facilitates the creation of Work In Progress, Prospects and In-House projects.   Automatic job numbering provides a unique reference for time recording and correspondence.

Services & Billing

This module automates the processing and billing of ongoing services.  Service plans can be created and assigned to contacts with ease.  Processing can be started manually or run on a schedule and can generate pro-forma or actual invoices, with automatic numbering.

Marketing

A pre-defined collection of downloadable mailing lists based on the contacts database for direct mail activities.  The web-based newsletter distribution system can be used to send electronic email marketing messages.

Discussion

A simple discussion forum which can be used for feedback, support logging or general company wide discussions.

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