Historical Audit Trail
Quickly see a complete history of who last viewed or updated a Quote or Client record. All email correspondence is kept in a historical log that is never deleted. |  | System Configuration
BART CRM easily adapts to your business and current processes. Flexible system, aircraft and add on settings ensure all Quotes are calculated accurately. |
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Charts and Graphs
Graphs make it easier to understand trends and percentages. View many popular graphs such as Top Clients by Revenue and Busy Season Anaylsis over any date range. You may also print the graphs to review during meetings. | | Client Metrics and Ranking
Always know what a Client means to your bottom line. See a Client's revenue ranking at times - especially while Quoting. |
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Revenue Forecasting
BART CRM can help you forecast your revenue. You may select a future date range and see the Quotes that are slated to close. | | User-Defined Homepage
When you come in every morning, BART CRM will show you up to six user-defined metrics on your company such as YTD revenue and top Clients. |
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Integrated Groupware
BART CRM puts all clients, quotes, documents, tasks, notes and history into a single integrated solution so all team members are on the same page. There is no longer a need to invest in pricey CRM packages. | | Sales Pipeline
View your Schedule Board without ever leaving BART CRM. Understand at a glance, when planes are idle and not earning revenue. Quickly visualize aircraft availability and where you can book a Quote for maximum revenue. |
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