CRID
CRID is an internet-based Customer and Contact Relationship Management system that allows you and your staff to maintain customer information using a flexible, customisable structure.
CRID is aimed at small to medium businesses that require staff to access and maintain customer information from on-site and off-site locations.
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Proven real-world use
CRID has been used for several years by Reed Education (Heinemann), enabling sales representatives to access data on around 20,000 customers throughout the Pacific Rim from one central source.
Core features
- Customer records with basic info plus up to 80 customisable fields.
- Field types include short text, memo, number, date, single choice, true/false, file upload, and multi-select.
- Secure user login with role-based access to specified data.
- Advanced query filtering across text, number, date, choice, and boolean data.
- Saved queries (up to 50 per user) and Excel export for reporting/merge workflows.
- Fast basic search, notes with action markers, and customer contact management.
- Appointment creation with automatic email notifications.
- Upload/import support for integrating data from existing systems.
dbWeb support services for CRID
- Develop additional CRID functionality, including alternate views and reports.
- Build processes to automatically load your business data into CRID.
- Assist in sourcing relevant industry data for CRID usage.
- Develop and support a related company website.
Industry examples
- Sales: customer tracking, product history, appointments, and targeted mailing lists.
- Welfare: shared client information and status notes across staff/agencies.
- Insurance: customer records with manager-assigned lead/contact workflows.
- IT: support request tracking and assignment to service staff.
- Sport: player/opposition records, reports, and file/image uploads.
- Travel: location records and experience notes with media support.
- Recruitment: searchable resumes and skills for off-site access.
Partnerships
dbWeb seeks business partners who can provide marketing and sales resources for CRID, with revenue sharing based on generated client relationships.