Fathom

Fathom crm is a highly intuitive customer relationship management tool coupled with our online Administration Portal that allows customers to manage their voice service. This tool links together your voice service and customer database including additional features such as the Pipeline (deal tracker) and the Campaign tool, which tracks Text Messaging and Voice Messaging marketing campaigns, as well as budgets. These features are completely customizable, just like our phone system. The management tool can be changed to fit the needs of the business. If you are a CPA, lawyer, university, hospital, or hair salon you can add, delete or rename any of our settings to make it more relevant for your line of work.

CONTENT MANAGEMENT

Grouping People -- Easily find all of the people associated with a company on their profile page. Add and edit information as you continue to learn about your contacts	Related People -- Groups of people are identified as "Related" to contacts. Easily find coworkers and people with the same "tags" you have created	Creating Tags -- Group people and companies by creating "tags" for them. Tags allow you to search based upon their key phraseas well as creating marketing campaigns for specific tags
Activity Feed -- View a live activity feed for your entire company to see what your employees are posting on company's and people's profile pages	Contact Tracking -- All of the calls and emails that you have with a company or person are tracked which will then automatically show up on their profile pages. All calls can also be recorded with a click of a button for playback purposes	Notes -- Leave key information on people and company pages for you and your employees to see, letting everyone stay updated and on the same page
Twitter Feed -- Enjoy catching up on your client's twitter to stay updated? With Fathom crm, all of your clients' twitter feeds are at your fingertips so you can keep up with their latest news	Location -- Enter a company or person's address into Fathom crm and a google map will automatically come up offering their location as well as directions	Store Documents -- Upload and save documents such as invoices and proposals directly to a company or person's profile page

PIPELINE

Categories -- Create your own custom categories to track in the Pipeline or "current deals" section of Fathom crm	Probability -- View the probability of a deal being completed at a quick glance in the pipeline feature on your dashboard, or customize your own probability percentages for your company	Tracking Prices -- Be able to view "one-time" and "recurring fees" for a company or track an employee's pipeline to view their open or closed deals. Comprehensive reports of all fees are also available
Activity -- Keep up with the process of a deal by viewing the activity. See the notes and updates people have added along with recorded dates of all activity	Graph -- Get a graphical breakdown of all the deals in your pipeline. See how many deals are won, open, and lost or even view individual employees pipeline statistics	Report -- Get a monthly or quarterly report to show you just how your sales team is doing. Stay up to date with real-time statistics to know exactly how your company is performing as a whole

FATHOM VOICE

Find Me -- Allows you to set additional phone number(s) and if the call is not answered at their office phone after a set amount of seconds, the call automatically transfers to the next number listed without the caller ever knowing that he or she was transferred	Auto Attendant, Auto Answer, IVR Script -- Easily create and upload your own Auto Attendant right from Fathom. Either upload a professional message or "do it yourself" from your own handset	Office Extensions -- Every Fathom Voice phone you purchase will have an extension number to make it easy to transfer calls and inner-office communication to take place. Simply dial the extension and reach someone next door, down the street or across the country
Conference Bridge -- This feature allows you to have conference calls with everyone in the office with the touch of a button. Conference in as many people as you want with your personal Conference Bridge	Customized Caller ID -- An orange bar alerts the user of an incoming call, allowing the user to click on either the name of the caller or the company the caller is associated with so the user can get any quick information before answering the call	Click-to-Call -- Enter in businesses' and contacts' phone numbers to easily click and call them from your fathom desktop, which will then automically dial through your Fathom Voice phone
Ring Groups, Hunt Groups -- Create ring groups to ensure that your customers' calls are answered. By building a ring group, a call can go to several different extensions in a designed pattern until that call is answered.	Time Control/Call Queues -- Set time controls that allow for different actions to be taken at set times of the day or week, or set call queues for specific actions to take place with different numbers and extensions	Music on Hold -- Create and upload your own custom music on hold music with your latest advertisement or with your own voice

CAMPAIGN TOOLS

Tags --Creating a campaign based upon specific tags you have given people or employees. This allows you to have marketing campaigns that target exactly who you wish

SMS Messaging -- Send out text messages to clients straight from Fathom crm to keep your clients informed of specials, deals, or notifications

Voice Messaging -- Create your own voice message to send out to your employees or current/prospective clients to give them updates or notify them on exciting deals

FATHOM TASKS

Custom Task Group --Create custom groups to organize your tasks and be able to get keep your daily, weekly, and monthly tasks on target	Assigning Tasks -- Create a task and assign it to yourself or members of your team to make sure that every important action gets done	Sub Tasks -- Inside of tasks, create Sub Tasks to help you divide the work and make sure that every stage of the task is complete. Even assign different Sub Tasks to different members of the team
Notifications --Fathom crm will send you notifications when tasks you assigned are complete as well as when you have a task that still needs to be completed or a due date is approaching

CUSTOMIZABLE

CRM Users -- Add new users or edit existing users information at the touch of a button. Every time you add an employee you can easily add them to Fathom crm	Categories -- Customize Fathom crm to be exactly what your business needs. Do you use different terms or phrases inside your company? Simply go to settings and customize Fathom crm's categories to fit better fit your business	Fidgets -- (Fathom Widgets) Create your own custom Fidgets to maximize your experience and usability of Fathom crm
Pipeline -- Not every company tracks their deals the same way. Create your own custom pipeline to get the most you can out of Fathom crm

SUPPORT

Fathom U -- This online university was created to provide an interactive phone training course. Go through the steps provided and pass them all to become a Fathom U graduate!

Video Tutorials -- Watch videos that provide detailed instructions on everything Fathom crm. Learn how to create a deal all the way to adding a company

Fathom Voice