CRM Lead Tracking

NetWorks! utilizes a fully functioning, web based, password protected CRM (Customer Relationship Management) package to track and update all shared opportunities. Every lead becomes dynamic. The ability is provided to search or sort records by practically any parameter. Predefined searches are set for information shared at any particular meeting and these meetings are selectable thru a drop-down box.

Each record is completed with the most information that can be found available at that time. These records are regularly updated with new information by the members themselves or at our weekly meeting. A Google search is automatically generated on each new record entered into our system. Sweeet! (smile)

A “Documents” section provides a depository for group materials such as leads sheets and lunch menu order forms. Our “Resources” area contains links to helpful websites that may be used for opportunities research and more.

The “CRM Member Log In” link on the right column of this site will take you to an area where you can learn more about the CRM. However, enhancements that we have made to the package that we utilize will not be addressed in this area. NetWorks! does subscribe to the “professional” version of this software.

Password Protected Home Page

Sample Weekly Leads List Short Form

Sample Record View – Note Google Search at Bottom