HOME
TOUR
FEATURES
VANILLA PLANS
PRO PLANS
BLOG
SUPPORT
 Login

Dimension CRM Features

 

Contact Management
Salesforce Automation
Customer Service
Workflow Automation
Collaborative Tools
Power Features
 
 
1

Standardize Winning Processes

The secret to consistent success is repeating processes that are proven to work best. Whether it is a pre-sale qualification process or a post sales delivery process, a workflow that defines the right steps that need to be taken to achieve best results is the only way to make sure every department, every person, every user is "doing only what works" and doing it consistently.

2

Auto-Activate a Workflow

Based on a series of pre-defined conditions you can automatically activate a workflow and link it with a contact. This way the chain of events that need to follow during a process are automatically triggered without you having to do anything.

3

View Progress on Each Workflow

At any time you can see how far a contact has progressed on a workflow. This is a great way for seeing progress on a post sale workflow that might be all about making sure "we deliver what we say we are going to deliver" or a pre sale qualification workflow that tracks "how soon before we are ready to make the pitch".



Other Features

  • Prompt to upload a file at the end of a checkpoint
  • Fire a template driven, personalized email at the end of a checkpoint
  • Trigger SMS message on crossing a checkpoint
  • Launch Calendar to prompt a follow up time and date after a checkpoint
  • Create your own workflow templates
  • Each workflow can have unlimited steps, tasks and check points

Building Relationships Is Meant To Be Simple

Dimension CRM on its own is a powerful application for the small business owner. However, when coupled with some of our other products (below), Dimension CRM can provide a level of efficiency and visibility that is second to none.

Dimension CRM

Maxmail is a powerful email marketing, sms marketing and online survey software developed by the same team that built Dimension CRM

Maxmail and Dimension CRM have a seamless integration that allows businesses to leverage from both tools at the same time.

For example: Within Dimension CRM you can see the number of campaigns sent to any of your contacts, how many times they've opened the campaign, clicked on links, opted out and lots more.

More about Maxmail
Comet SEO
 

Comet SEO is a search engine optimization tool we built during our 12 hour hackathon back in September 2010.

Its sole purpose is to simplify search enine performance measurement for small business owners and website marketers.

 
Filo HQ
 

Filo HQ is an online file sharing service that makes it simple for small businesses to share files within their teams from anywhere, anytime using any device; PC, Mac or a Smartphone.

Filo is also very powerful as an online backup solution that automatically backs up all your data onto our cloud servers instantly.

   
Contact Us    Terms of Service
   
© Optimizer HQ 2003 - 2010. All Rights Reserved
The Maxmail Logo and The X Symbol are registered Trademarks owned by Optimizer HQ
Maxmail, An Optimizer HQ Innovation.		 Genesis Interactive