AutoCRM
Management & Reports Module

AutoCRM makes is easy to stay on top of customer relationships

AutoCRM™ helps improve client satisfaction and streamline customer service within your laboratory.

Overview
AutoCRM™ tracks, categorizes and prioritizes client communications and inquiries from beginning to end. Fully integrated with the AutoLims® suite, AutoCRM™ is the perfect solution for offering your clients the best, most efficient and time-saving service.

Complete Tracking
AutoCRM™ tracks client-laboratory interaction, by fully recording detailed action items that are categorized, prioritized and assigned to a user under a given due date. Progress can be indicated for these items, registered to the task, including changing any parameter, and reassigning the item until resolved to the client's satisfaction. Productivity and effort involved can also be  tracked per laboratory employee involved, client, and any other pre-defined parameter.

Prioritized, Categorized and Timed Tasks
AutoCRM™ fully tracks all the laboratory clients' communications with designated tasks that are prioritized according to urgency and categorized according to content. Attachments, specifications, drawings, images and any other desired material. All items are registered and accounted for. AutoCRM™ tracks the time you invest in each task, and even helps finding tasks with upcoming deadlines. 

Dynamic Worklist
AutoCRM™ is user friendly and efficient, and provides a real-time and comprehensive overview of the laboratory's clients' current requests. Every representative at the customer service center can access the clients' communications and provide the best service based on up-to-date records. Text-based search capabilities allow personnel to search for relevant previous incidents, either at the current site or at other clients. A manager can track items that are about to pass their due date, and/or items where no activity was indicated for a while, or any combination of a large number of item selection critiria.

Integrative Solution
As a fully integrated component within AutoLims® suite, AutoCRM™ shares the information within the primary database, saving time and money on catalog maintenance. Sharing information also allows AutoCRM™ and AutoLims®  users to share information such as client specific comments. A shared whiteboard for global messages allows the system manager to inform customer service personnel of common issues or instructions, thus improving compliance and response time. Integration with the AutoLims® suite continues also into AutoManager™, which brings client requests into the scope of traceable items for ad-hoc loads and queries. 

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