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Feature Tour

EnCircle CRM is a simple to use CRM solution with a high degree of customization. One of the main benefits for small businesses is its lightweight with zero mainteance.

This feature tour walks you through screenshots of significant features in EnCircle.

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EnCircle CRM Feature Highlights

The Login Screen

EnCircle can be accessed as a desktop application from the server/desktop, And you can also access EnCircle as a web service from any browser on your network. EnCircle allows you to add upto 100 usernames and map different roles to them.

  • Desktop version
  • Access as a web based application also

More info

Datasheet
System Specs
User Guide

EnCircle Suite Home

The home screen lists all the modules that have been installed into EnCircle CRM. EnCircle ships with a predefined selection of modules, but you can add and modify to suit your need.

  • Quick launcher for applications
  • 6 predefined applications
  • Completely customizable

Tracking Activity

Track and manage every day activity like meetings, phone calls, demos, site visits in one convenient application. Make sure that no information is ever lost.

  • Prioritize activities
  • User specific activity lists

Support Case Management

Build better customer relationships, Track and manage customer support cases like technical support calls, after sales issues and even general queries.

  • Create and update case details
  • Power search for case information
  • Daily reports by status and priority
  • Many customizable fields

Contacts Management

Organize and track business contact information across the organization. An integrated view of company, customer and vendors made available across your employees ensures that no information is ever lost.

  • Manage your contact information
  • Instant search by company, name and other tags
  • Manage and associate company information
  • Browse contacts by company

Leads and Opportunities

Lead and sales opportunities management. Track potential sales opportunities and assign leads to sales personnel

  • Create and update opportunity information
  • Power search for information
  • Detailed reports of opportunities and leads
  • Many customizable fields

Project Tracker

Track your projects from start to finish easily. Create tasks that are associated with a project, assign owners and track to completetion.

  • Create and update project information
  • Power search for tasks and projects
  • Detailed reports by owners and projects
  • Many customizable fields