GEKKO Base Package

For any company to survive, it will always need customers, even if they are not referred to as such: e.g. Patients, Suppliers, Dealerships etc.  The back-bone of GEKKO is designed around a CRM solution.

CRM stands for Customer Relationship Management, which groups all the tools and skills required to manage and look after a company’s customers.

CRM Key Features

Simple and extremely user-friendly screens allow rapid deployment into any Business. Maintaining contact details has never been so easy.

Contact Details

• Store key contact details about individuals and organisations
• Associated multiple addresses to one client
• Categorise your addresses into your own Region and Groups.
• Assign internal staff to a client or individual client address.
• Store alternative names that are associated with a single client.

Contact History

• Obtain instant access to a complete view of all contacts made with a client by yourselves and your entire team.
• Plan future follow up dates, with reminders.
• Create tasks for your team to complete.
• Review length of time since your last contact with a client.
• Assign multiple clients to a single Sales Campaign and review its success.

Document Management

• Upload your client documents and letters, allowing your staff to retrieve them easily when needed.
• Create your own templates and store them on the system.
• Full archive history of every report or letter generated from within the system.
• Flexible export routines into Excel for analytical reports.

Future Leads

• View the combined status of all your pending sales by individual, team or company.
• Review target dates and potential revenue of your entire sales operation.
• Link documents and other resources for future work that your whole team can access at any given time.

Contract Manager

• Simple and straightforward, automatic notifications of when contracts are to expire or when regular schedule maintenance are needed to be planned

Core System Administration Settings

Full Security permission management controls. Allowing administrators to create group policies or individual access options to every section of the system.

• Read Only
• Read - Add
• Read - Add – Edit
• Read – Add – Edit - Delete