CRM: Sales & Marketing for Lotus Notes Domino

CRM: Sales and Marketing is a Lotus Notes Customer Relationship Management software application, covering contact management for all of your marketing, prospect and existing customer contacts.

CRM: Sales & Marketing Lotus Notes stores all contact information including personal details and correspondence history (such as quotes, letters, e-mails, telephone conversations) and has tools for central lead creation & delegation, reminders and task lists. This Customer Relationship Management solution consolidates all contact information, streamlines the sales process and reduces sales cycles, making your Sales and Marketing teams more productive, which allows them to focus on customer base growth and retention.

Clear Business Benefits

  • Improve the Sales and Marketing teams knowledge of customers through centralised contact management
  • Improve Sales Force Automation between internal and remote field sales reps, keep contact information up to date whether in or out of the office.
  • Maximise new business potential with central sales lead creation, opportunity tracking, task delegation & reminders
  • React faster to sales and marketing opportunities and provide better customer service
  • Allow company wide Customer Relationship Management
  • Have everyone singing from the same "hymn sheet" with organised information
  • Enable coordinated communication & collaboration throughout the Sales and Marketing teams & company
  • Minimise sales administration by streamlining & improving document creation
  • Improve consistency in quotations & proposals and generate more accurate sales forecasts
  • Share valuable sales and marketing information, whilst keeping it safe with security policies

CRM: Sales and Marketing is a Lotus Notes application, comprised of five separate modules which can be implemented separately or can be integrated as required. The modules include Contact Management, Sales Lead Management, Document Creation and Management, Marketing Campaign Management and Task Management. For a list of features and benefits of each module, please click on the links which interest you.


What versions of Lotus Notes Domino?

Our applications are available for use within Lotus Notes and Domino 6.0x,7.0x, 8.0x and from January 10th 2009, now 8.5.x

There are two primary version releases available:

CRM Contact Manager 6.8 and Sales & Marketing Suite 6.8

CRM Contact Manager 6.8 and Sales & Marketing Suite 6.8 all run on Lotus Notes Domino 6.5.x through to Lotus Notes 7.03 Domino 7.03. This version will run within a mixed environment of servers and clients between those versions of Lotus Notes and Domino.

CRM Contact Manager 7.0 and Sales & Marketing Suite 7.0

CRM Contact Manager 7.0 and Sales & Marketing Suite 7.0 all run on Lotus Notes Domino 7.x and 8.x including the recently launched Lotus Notes 8.5 and Domino 8.5

This version will coexist and run within a mixed environment of Lotus Notes 7.x and Lotus Notes 8.x clients and version 8 Domino servers. Whilst this is these are standard configurations, some customers do run in mixed Domino 7 and Domino 8 server environements also.


We will work hard to ensure our applications work in your your environment...

Typically in many circumstances, as our Customer References will likly testify, we make sure our applications work and would put every effort into working with you to ensure our applications work both in the short, medium AND long term, through which ever Lotus Notes and Domino versions you happen to be running. The only factor that may be affected, could be specific features and whether they will run on your version.

We would be delighted to talk with you about your application needs, your business requirements and how we can help. We can't wait to talk to you!

Applications for Lotus Notes Domino
Sales and Marketing