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See all the information at a glance, and learn to use Magna CRM in practically no time.
Create event records (e.g. "Sales Meeting") and manage them via the easy to use calendar for a day, a week or a month. Relate events to accounts, contacts, leads etc.
Create task records (e.g. "Prepare report for meeting") and track and manage them via the easy to use calendar for a day, a week or a month. Relate these to accounts, contacts, leads etc.
create accounts and manage them
Keep detailed records of your contacts and accounts (customers, competitors, partners etc), creating relations between them.
Manage your leads and convert them to business opportunities. Track these until the deal is closed.
Set up your products & services and relate them to your accounts as assets.
Register and track customer requests - defect reports, feature suggestions, support requests.
Record solutions and use them to resolve issues.
Addresses, solutions, and other data that are entered in one form are conveniently re-used in other forms, saving time and ensuring that all the entries are up to date and correct.
Generate reports to see company marketing and customer care activity at a glance and export report data to an Excel spreadsheet (CSV) or text file.
The search checks every field of every record, attempting to match the query. That includes telephone numbers, amounts and dates.
A special tool helps you import existing data from a variety of text formats.
Export data from tables for special treatment in Excel, custom reports, other automation applications etc.
Online manual shows you how to perform each task.
through convenient backend interface.
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