12 MARTZ features you should be using

Enhance your business
with MARTZ


Customer Relationship Management (CRM)

Customer Relationship Management (CRM)

Customer-relationship management (CRM) is an approach to manage a company’s interaction with current and potential customers. A CRM system help companies stay connected to customers, streamline processes and improve profitability.

MARTZ CRM system is capable of collecting customer data from multiple channels. It stores detailed information in the whole sales history, personal information and also purchasing behavior patterns.

MARTZ CRM will function as a sales and a contact management system. You will be able to streamline your applications, save money, and eliminate the use for those other software applications.

Getting the most out of CRM

MARTZ CRM helps in several ways:

  • Manage and invoice projects with the powerful project management feature.
  • Link tasks to many CRM features and stay organized.
  • Build professional, great looking estimates and invoices.
  • Powerful support system with ability to auto import tickets.
  • Track time spent in tasks and bill your customers.
  • Ability to assign multiple staff members in task and track timer per assigned staff.
  • Add task followers even if the staff is not project member. The staff member will be able to track the task progress without accessing the project.
  • Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes and create proposals. Organize your leads in stages and change stages easily with drag and drop.
  • Create good looking proposals for leads or customers and increase sales.
  • Record your company/project expenses and have the ability to bill to your customers and auto convert to invoice.
  • Know more about your customers with powerful CRM.
  • Increase customer retention via built-in surveys.
  • Use the goals tracking feature to keep sales goals in mind.
  • Create announcements for your staff members and customers.
  • Use contracts feature to lock in current and future sales.
  • Custom fields can store extra information for customers, leads and more.
  • Many configurable options.
  • Separated media folder for non-admin staff members to work inside the CRM and organize their uploads and files.
  • Great looking calendar for each staff member based on staff permissions.
  • Follow ups, reports, notes, files and many more features.