OrangeCRM

OrangeCRM is full of features that streamline all of your business processes

Customer Management
OrangeCRM will enable your customer service group to manage your customer base at an individual or batch level.  You will be able to maintain contact with your customer track issues customer service issues and communicate with your customer throughout their lifecycle. 
 
Fulfillment
OrangeCRM contains and advanced fulfillment engine with tracking control. Multiple product fulfillments can be structured at a variety of different levels throughout the life span of a customer or a batch of customers.  Signups, welcome letters, trial packages, newsletters, monthly shipments and cancellation notices are some examples of the fulfillments that can be automated with OrangeCRM.

Fulfillments are completely automated based on the rule sets you create and the CRM will interact with third party service providers (mail merge, mailing houses, product delivery etc.) should you choose to use them. Our integration with most major shipping and fulfillment house enables our customers to configure rather then implement.

Billing
Our software will give you virtually unlimited billing capabilities within the context of your sales channel, program or business model.  Multiple billing cycles can be established for individual customers or for customer batches.  Billing can be adjusted based on management decisions at multiple levels.
 
Financial transaction management
We are industry leaders when it comes to billing and financial transaction management. The software offers flexible billing plans and is we interface with all of the major banks and processing gateways.  OrangeCRM supports large batch billing and the process is completely automated following the rule sets you create. Other features include advanced charge back tracking and detailed cash flow analysis. 

Advanced trend analysis and cash flow predictions algorithms let you understand service trends and leverage historical data to enable the creation of more accurate business models and to better plan for future business needs.

Risk Management
When you use the OrangeCRM set of tools you fraud and chargeback risk at three levels.  First, the CRM is a perimeter gateway that will check each credit card or financial transaction against our proprietary black list and fraud analysis algorithms.  Once a customer record passes this stage it may be rejected based on parameters you set for fraud management within the system.  Finally, we support all fraud management protocols and black list facilities established by the banks you work with.
 
Very importantly, we are PCI certified and audited to ensure continued compliance on a quarterly basis.  This certification is a requirement for all company’s who transact customer financial information as part of their business.
 
Reporting
Quality reports are crucial to the success of any business. Using our real time reporting tools you can better understand your customers and the developing market trends that will impact your business.

Our reporting modules are user defined and reports are viewable within the context of administrator assigned access rights. Each OrangeCRM user creates their own job specific reporting dashboard thus enhancing their ability to drill down into their specific tasks and work flow responsibilities while being able to maintain the “bigger picture” regarding their team and business unit performance. Reports are viewed in a dashboard format within your browser.

Reporting is completely customizable so you will be able to generate visual representations of a virtually unlimited number of data sets.  Your reports are available to you only and report viewing capabilities are tied to the access rights an individual user has in the system. 
 
Security
You set the access rights for each individual in your organization.  Based on the criteria established each person views CRM functionalities specific to their access rights.
 
Out sourced administration
For a nominal fee we will provide you with a dedicated CRM engineer who will ensure that all of the requirements of your business are met by the software and will proactively manage the high level CRM functions on your behalf.  This service is in addition to the regular service and ongoing support each of our customers receive.