Clients & Vendors

Relationship management

RevZone has a highly configurable classification structure and central repository of multiple contact types to easily adapt to your organisation structure.
It manages all internal as well as external users with ease. Individual types have different attributes and sections which can be custom for your organization.
They have configurable attributes, properties, numbering schemes, data sources and every single field has configurable dynamic access rights.
Contacts from any types can be engaged in processes throughout. RevZone manages supplier audits, client leads, opportunities and orders. It manages non-conformances, and more.

Manage leads, opportunities, communications and support!
It can be configured to work in tandem with other systems (MRP/ERP) in order to keep information in one place and access it from any system. RevZone relationship management module is deeply integrated with all other modules in RevZone bringing huge efficiency gains to your organization.

Quick highlights

CENTRAL CONTACTS REPOSITORY
Store all your contacts, internal or external. RevZone can import this information from other existing systems.

HIGH SECURITY
Information is encrypted in RevZone (data or files). RevZone also has multiple level security system to manage users, groups, roles and object states.

STORE FINANCIAL INFORMATION
RevZone has specially designed controls to store financial information and integrate this tightly with contacts and related files.

SIMPLE AND POWERFUL SEARCHING
Searching in RevZone is one of the easiest and most powerful features. Users can perform simple or advanced searches, save filters and shortcuts on their dashboard.

AUDIT TRAIL
The system monitors activity and documents them chronologically for access by administrators or specially configured "panel accounts"

INTEGRATED WITH PROCESSES
Projects follow pre-defined templates and workflows. Contacts can be involved in internal / external workflows so that various inputs/outputs can be collected. An example would be to have customer approval for certain internal process (i.e. approve a design, document, procedure, etc) and so on.

INTEGRATED WITH OTHER SYSTEMS
RevZone is integrated with other business systems to import / export project information such as Microsoft Office applications (Sharepoint, Excel, Word, Project, etc)

REPORTING & ANALYSIS
Simple wizards are used to build powerful reports, quickly. These can be saved and used at any stage with a single click.

CONFIGURED FOR YOUR ORGANIZATION
RevZone has the ability to create attributes and group information throughout its project configuration stages, specifically for your organization in order to minimize training and lower setup and running costs.

HIGHLY CONFIGURABLE STRUCTURES
RevZone has a simple to configure classification structure, rich with access controls and functionality. It can configure entire pages for different contact types.

And much more...
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