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Dimension CRM Features

Dimension CRM makes building profitable customer relationships easy & fun.

Our focus is on simplicity and a rational approach to managing contacts

Contact Management

Dimension CRM makes the job of managing contacts and building relationships simple and easy. Apart from a highly customizable contact management system Dimension also gives you the added benefit of showing you every piece of information in one centralized location.

Read more about contact management features of Dimension CRM.

Manage your contacts using Dimension CRM
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Never miss another opportunity

With Dimension CRM you can generate lead capture forms and create auto response welcome emails and notifications in a matter of minutes. Then all you have to do is cut and paste the HTML generated by Dimension CRM onto your website and there it is - a sophisticated lead generation form that is capturing incoming leads 24/7 and automatically sending email notifications to the right team members.

Build Lead Generation Forms within Dimension CRM
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Complete Email History Tracking

At Dimension CRM we believe in keeping things simple. So in order to attach an email against a contact you no longer have to CC and BCC to an email drop box. Its all done automatically behind the scenes. Every email you ever send or receive from a contact is automatically attached against that contact and shown in the Email History section. All you need is make sure your email addresses are IMAP compatible.

Track Every Email Ever Sent or Received within Dimension CRM
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Build relationships on the go

With our lives becoming more and more mobile, devices like the iPad are defining the future of computing. Dimension CRM has been customized to look perfect inside the iPad with HTML5 compatible graphs and charts. Now building relationships on the go is that much more fun!

Dimension CRM works on the iPad
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Manage your committments and time

With the ability to create multiple shared calendars you can now make sure all your appointments, call backs, follow ups and other reminders are available to you anytime, anywhere using any device. What's even better is that with the Dimension CRM Desktop App (Powered by Adobe Air) you can receive alerts for upcoming events directly onto your desktop on PC as well as Mac.

Multiple Shared Calendars
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Manage your content assets from a centralized place

Knowledge is power and with your biggest intellectual property being people, it pays to have them produce articles, whitepapers, FAQs and How Tos that can be used for training as well as sales collateral. The next challenge is to manage these content assets. With a built in knowledgebase repository you can store all your content in one place, categorized the way you want and use our simple API to stream that content anywhere you like.

Manage all your content assets in one place
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Sales Pipeline Management Simplified

Sales are the backbone of any organisation. With Dimension CRM converting a lead into a customer is a seamless process that captures every valuable detail that matters. With the ability to build proposals, set sales targets, track opportunities and much more, Dimension CRM can revolutionize your business beyond your wildest dreams.

Read more about the salesforce automation features of Dimension CRM

Manage your leads and opportunities
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He who serves best wins

Customer service is an essential element of building longer lasting, profitable business relationships. It goes beyond just another "help desk" system where every customer service request is just another ticket in the system. With the ability to collaborate across departments and people in real time, resolution times are kept to a bare minimum - the result: everyone smiling.

Read more about the customer service features

Manage your customer service requests
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Success is a recipe you should repeat

Most successful organizations have developed a recipe for success. All the do then is simply repeat that recipe over and over again. With the workflow automation system built into Dimension CRM you too can now setup a standard workflow outlining the list of steps that need to be taken in order to achieve a goal and then define triggers to automate the workflow each time certain conditions are met.

For example: You can setup a "Post Sale Workflow" template, define tasks such as "Send Thank you Letter", "Raise First Invoice", "Get Projects Team to Send Details" etc. and every time a new sale is registered inside Dimension CRM, the workflow is automtically executed.

Read more about the workflow automation feature of Dimension CRM.

Automate standard processes to gain efficiency and a higher success rate
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