PHC CRM FX

PHC CRM FX

Creating leads and keeping customers happy.

4.3/5 (4 reviews)

PHC CRM FX Overview

- Save and update every lead contact information.
- Buy a database, import it and work on it here, by creating activities for each contact and keeping every lead under control.
- When the deal has been closed, just convert your lead into an account with all information previously created.
- Keep a file for every company you do business with. The power in knowing it all (about your customer)
- Know the right people and keep them on speed dial. Your contacts and who you talk to, to keep your customer relationship up-to-date.
- Set your appointments, add-in other users and book the venue for the meeting.
- The Calendar warns you of overlaps and conflicts between appointments.
- Save everything you do, e-mails, calls, or anything you think is important.
- Save every task-related opportunity, account or contact. Know what you have to do, always.
- Choose the image that fits your company best. We don't take it personally if you prefer to draw and design your own reports and make them your own. Get in touch with your creative streak.
- Create electronic newsletters and custom emails on your own. Your customers will love them.
- Hundreds of customisable analyses, to control business indicators and monitoring the performance of each sales rep or the team as a whole.
- With different companies, just choose which one you want to work with when you login.
- Choose a PHC FX database in English, Spanish or Portuguese. Different users can use their own language.
- A start-up assistant streamlines the initial configuration of data so that you can start working seconds after you subscribe.
- Delete a set of records of a table. This is great for data import of external files. If needed, throw in the towel and start again.
- User Backups.

Pricing

Starting from
€22,30/month
Pricing options
Free Trial
Subscription

Devices

Business size

S
M
L

Markets

Europe, Latin America, Middle-East and Africa, United Kingdom

Supported Languages

English, Portuguese, Spanish

PHC CRM FX Reviews

Overall rating
4.3/5
100% positive reviews
1
Excellent
3
Very good
0
Average
0
Poor
0
Terrible
Steve richardson

Good Apps for small companies

Reviewed on 2013/12/13
Review Source: GetApp

We have been using PHC FX for almost 2 years and so far we are very pleased. Business FX Is easy to use and the complete integration with CRM and Support allows us to view the client's profile from a single access. And it's not expensive for what you get.

Pros

Integration with different tools
Easy to use
Powerful and complete real time analysis

Cons

HTML mobile client is still limited

Frederico

My company everywhere

Reviewed on 2014/01/28
Review Source: GetApp

PHC FX let’s me carry may company everywhere. I can access important information on invoicing and the real status of my company wherever I am, and in any device. This is priceless for me. The new products that they launched, like PHC FX Team, let’s me keep my team on time with their actions, and we never missed a deadline.

Pros

User interface
Accessible with every device
Very complete

Sara garrido lopez

Priceless tool that comes with me

Reviewed on 2014/02/11
Review Source: GetApp

As a service assistant provider, I spend most part of my day out of the office and needed an app to manage my request in real time. This app allows me to see every request that comes in, assign to a team or technician, know it’s status from anywhere. It is a priceless tool for my daily workload.

Henry boyd

From lead to deal

Reviewed on 2014/02/11
Review Source: GetApp

This little app is great for small businesses and small teams. Everything is saved online and if you buy the Business module you can charge your customers after closing the deal. We added on Documents, to share every agreement and keep our teams up to date.

PHC CRM FX Pricing

Starting from
€22,30/month
Pricing options
Free Trial
Subscription

Choose an annual plan or pay on a monthly basis. Your subscription comes with unlimited data, training and step by step manuals, regular upgrades, backups and a lot more!

PHC CRM FX Features

  • API

  • Activity Dashboard
  • Activity Tracking
  • Automatic Notifications
  • CRM Integration
  • Calendar Management
  • Custom Fields
  • Customer Database
  • Customizable Branding
  • Customizable Reporting
  • Customizable Templates
  • Data Import/Export
  • Electronic Payments
  • Email Integration
  • Mobile Integration
  • Real Time Data
  • Reminders
  • Reporting & Statistics
  • Social Media Integration
  • Third Party Integration

Additional information for PHC CRM FX

Key features of PHC CRM FX

Benefits

Streamline customer management? Ramp sales?

A simple to use monitor allows you to track your ‘to-do’ list and “hot” deals. Imagine all the answers delivered at the right moment. Be a frontrunner with the best CRM practices.
Follow up on Opportunities. For each opportunity save each step until you close the deal.
For each opportunity, save its status and probability of success. Keep everyone in the loop.
You can also allow a Status to close an opportunity, which will automatically spare you from doing that task.
The system saves each change of status, so you can have metrics that play out the process for you.
Know who you’re running against on each opportunity.

PHC CRM FX FAQs

Below are some frequently asked questions for PHC CRM FX.

Q. What type of pricing plans does PHC CRM FX offer?

PHC CRM FX offers the following pricing plans:

Starting from: €22,30/month

Pricing model: Subscription

Free Trial: Available

Choose an annual plan or pay on a monthly basis. Your subscription comes with unlimited data, training and step by step manuals, regular upgrades, backups and a lot more!

Q. What are the main features of PHC CRM FX?

We do not have any information about PHC CRM FX features

Q. Who are the typical users of PHC CRM FX?

PHC CRM FX has the following typical customers:

Freelancers, Non Profit, Small Business

Q. What languages does PHC CRM FX support?

PHC CRM FX supports the following languages:

English, Portuguese, Spanish

Q. What type of pricing plans does PHC CRM FX offer?

PHC CRM FX has the following pricing plans:

Subscription

Q. Does PHC CRM FX support mobile devices?

We do not have any information about what devices PHC CRM FX supports

Q. What other apps does PHC CRM FX integrate with?

PHC CRM FX integrates with the following applications:

Infraspeak, Mailchimp, Wordpress

Q. What level of support does PHC CRM FX offer?

PHC CRM FX offers the following support options:

FAQs, Forum, Knowledge Base, Video Tutorials