CRM
CRM software
Canopy’s CRM software for the food industry tracks all interactions with prospects and customers and offers a full suite of marketing, prospecting, and customer service capabilities. With Canopy CRM, you can build relationships with your prospects and customers, improve your customer service, and track the total number of sales calls each salesperson makes.
Features
Customer Relations
- Create and schedule appointments and meetings
- Track prospect interactions made by salespeople
- Manage requests made by customers
Task Management
- Built-in calendar and task lists
- Automatically date and time-stamp notes and events
- View daily, weekly, and monthly events
- Salesperson performance reporting
Customizable
- Fully customizable screens with field security by user
- Multiple language capability
- Phone / Tablet / Web interface
- Customize task priorities by color
A CRM for the food industry that you can customize for your sales team
Canopy’s CRM is fully customizable, so you can give your sales team the tools they need to succeed. Salespeople can maintain their own calendars with daily, weekly and monthly task views. Customer service representatives can record customer suggestions, complaints, returns, and many other interactions.
Canopy’s CRM module comes with a full suite of standard reports, including the Prospect Report, which allows each salesperson to print their prospects. The Salesperson Performance Repost will compute the total number of sales calls each salesperson makes over the specified date range.