Functional Capabilities
Kronos Web is a customer relations management (CRM or Front Office) system designed to support all your time and resource management needs.
Kronos Web is also a classification system that allows you to organize your daily activities and get peace of mind.
Communications
Electronic Communications ManagementKronos Web features a messaging system that truly gives you more flexibility than a traditional software program. This system is completely integrated into your client data, projects,
documents etc. It makes it easy to send mass personalized emails to each and every one of your clients.
- Sends, receives and automatically sorts emails related to completed task logs for projects, employees or clients
- Automatically creates and registers tasks on the agenda "to do" list if mailing needs follow-up
- Individual or mass mailings
- Designs letter or email templates that include database merge fields. These templates can also support your single or multiple reports designed with Kronos Web. In only a few seconds, you can easily send one or many emails with customized content and references for each recipient!
- The messaging system is part of this integrated serviceSecureMail for secure confidential emails.
Mass Mailing
- With a simple click, you can generate letters or labels for one or more of your clients
- Create your own merge templates in Microsoft Word
- Sort and automatically save letters in client folder
PDF Forms
- Integrate forms in PDF format
- Kronos Web automatically completes form fields (name, address etc.) when requested in client profile
Collaboration
Time and Priority Management- Manages all your activities whether it's today's agenda or yesterday's completed task list (meetings, phone calls, letters, file work etc.)
- Allows you to see other employees' agendas and add new items to their lists. Furthermore, this system can send employees email notifications to inform them of recently added items. You can even be advised by email as to when an item has been completed!
- Offers different functional capabilities helping the follow-up and expediting process be even more efficient
- Allows you to combine many activities. For instance, when you are planning activities on your calendar, the system will immediately register all your scheduled activities into client folders
- Allows you to automate procedures. If you often perform a series of recurring actions and no longer wish to do it manually, now it is possible. The system will automatically remember for you.
Client Management
- Saves all information related to clients, organizations and business cards no matter what the business connection (client, prospect, supplier, partner etc.)
- Avoids multiple directories: mailing addresses (Word), email addresses (Outlook), online client profiles (Firefox or Explorer), fax numbers (Winfax) etc. Kronos Web saves and distributes information to all other Kronos applications
- Saves various information allowing you to describe your clients, communicate with them and segment your clientele
- Saves all employee tasks in relation to a client whether completed or not
- Saves all client-related links that are deemed relevant (ie. spouse, family, associate, employer/employee)
- Identifies employee(s) in charge of a client allowing you to limit access to client profiles if need be
- With a simple click, you can send emails or personalized letters to clients whose profiles are being analyzed
- Click to pinpoint a client's geographical location or get directions to their workplace. Compatible with Google Maps.
Document Management
- Allows you to sort your digitized documents directly into your contact, insurance, investment or project folders. The paperless office is here!
- Makes it easier than ever to access your centralized documents accessible directly from your contact, insurance, investment and project folders. Get access from anywhere in the world!
Reports, Data Mining and Graphics
- Makes it easy for users to design, sort, consult and personalize reports
- In addition, it allows users to design graphic reports and perform data mining
Advanced Collaboration
Sales Management- Manages all sales steps (funneling), from initial contact to billing
Billing
- Generates electronic billing
- Manages sales opportunities and their earning possibilities
- Manages package sales and sales including several products or services
- Identifies all participants (employee, client, competitor, partner etc.) involved in a sale by integrating them into the Contact module
- Accounts for all hours worked during a sale through integration into the Time Tracking module
- Allows you to keep track of sale expenditures through integration into the Expenses account module
E-Commerce
- Performs credit card transactions
- Supports several payment gateways (PSiGate, PayPal, Google Checkout etc.)
Project Management
- Manage follow-up items for all your projects including: deadlines, allowed time, costs and affected human resources
- Allows you to view or register items on "to do" list, or items completed on your agenda or on one of your collaborator's agendas, through integration into the Agenda module. Once the "to do" item is registered in a collaborator's agenda, he/she is notified by email that the item has been added
- Allows you to save directly in a project or folder all relevant documents or files through integration into Document module
- Allows you to account for the hours worked on a specific project or folder through integration into Time tracker module.
Time Tracking
- Records daily all time spent by an employee on a project, service call or any other item of interest
- Approves time sheets through an authorized administrator
Notepad
- Quickly saves and sorts your notes
Synchronization and Mobile Access
- Synchronizes data from your agenda, client directory and notepad with either PalmPilot, PocketPC, Blackberry or Outlook
- Access your account with a Web-ready mobile device. Interface optimized for iPhone, Blackberry, PocketPC or a PDA Palm OS
Administration
System Configuration- Adapts scroll down list values according to your needs and vocabulary
- Manages authorization or access rights
- Allows you to configure default settings by an account or user
Management Console
- Complete management of your user accounts and products used
- Offers complete and accurate user statistics
- Activate or deactivate additional modules on demand