Practice Management > Managing Opportunities

With Star PM CRM you will:

• Be able to record notes and future actions against clients and contacts, with automated reminders being sent to the responsible person so that important follow-ups are not overlooked.
• Have immediate visibility of all contact made with your clients, potential clients and professional contacts. Easily identify all key information when speaking with clients.
• Easily be able to generate mailings, using intuitive ‘wizards’ and profiles within your PM database, ensuring faster, more effective communication with your clients and key contacts.
• Be able effectively to manage marketing events and identify follow-up activities and feedback, allowing you to target your efforts and control your marketing costs.
• Be able to track progress of proposals and tenders, giving authorised users full visibility of potential new business opportunities.
• Be able to track referrals, identifying sources of new business and the effectiveness and profitability of networking.
• Deliver key action reminders to staff via Outlook even when they have not logged into Star PM.