Polymedia Business Manager CRM
The management empowerment platform
Windows 7, 8 and Windows 10
Polymedia Business Manager is a powerful management platform
for modern business.
It brings together your core business activities such as customer
relationship management (CRM), content management (CMS), project &
time management, billing & invoicing, telephony, communication
tracking and a whole lot more into a single, unified software platform.
Simplify the way you work and empower your management team
to work collectively and collaboratively.
The application runs both on-premise and on the cloud, so you
can use it from your office, at home and on-the-go.
You can also integrate your website or mobile apps; and manage
all your information from within a single application. This will
not only boost your productivity, but allow you to work in new and
Entrepreneurs and small / medium sized businesses can benefit
tremendously from this solution, as can larger organisations who
wish to innovate and bridge the gap between their back-office and
The application has been designed with a flexible and modular
architecture. It can also be customized to your needs in ways that
can make a real impact on your business.
Get started from only €25 per month
Make an impact on your business.
Click on the features below to learn more.
The following features refer to the application as a
whole as well as common functionality present on all the
Each user has their own personal dashboard showing
an organised view of their entire workload. This
is the first thing you see when you enter the system
which includes notifications, alerts and highlights
of overdue activities. 'Smart' grouping ensures
that the most important work is always shown first.
Telephone integration also presents all incoming
and outgoing phone calls and messages.
Through your dashboard, you can not only view
your work, but also assign work to your colleagues
and track the progress of everything that you've
Personal & Team Calendar
The Microsoft Outlook-style calendar allows you
to view both your personal and group calendars (e.g.
support teams, technicians, etc.). You can drag-and-drop
activities to reschedule your daily work or that
of your staff, if need be.
Mailing & Email / SMS Broadcasting
Create personalised marketing and sales campaigns
via email or SMS text messaging, and produce mail-merge
documents, mailing labels and envelopes. For email
and SMS broadcasts we have created interfaces with
various online gateways so as to provide additional
functionality and insight when tracking your marketing
statistics and performance.
Call Centre & VoIP Telephony Integration
Track incoming phone calls and quickly assign
them to the appropriate person. No more need for
post-it notes or email reminders.
With VoIP PBX telephony enabled, the customer
record is automatically called up when an incoming
call is being received. Similarly, you can make
direct outgoing calls by simply clicking on a contact's
Help Desk & Knowledge Bank
Create your company knowledge bank, resource
libraries and references for your business. This
can include textual information, attachments and
Microsoft Word Automation
Automate Microsoft Word by using templates and
tag substitution to automatically insert information
relating to a customer account, contact, project,
activity, and more.
For example, you can create a custom proposal
template. Then use this template within the context
of a specific project to create a new document that
merges the template's content with the current project
Microsoft Outlook Integration
Access your Microsoft Outlook folders directly
from within the application (including contacts,
tasks, calendar items and email message folders
such as your inbox, outbox and sent items). You
can synchronize contacts, tasks and calendar items.
You can also import email messages and link them
to the related customer account, contact, project
All outgoing emails sent through the application
will be contextually tagged automatically. Subsequently,
if you receive a reply to that email, the system
will automatically know the exact context and will
link that email directly to the related customer
account, project and activity.
Assign a map location to each of your customer
accounts. The integrated mapping tool (utilizing
Google Map services) allows you to search, zoom,
pan and add location pins. These GPS coordinates
can be assiged not only to accounts, but also to
contacts, products, events and other entities. You
can even export these records to a KML file and
transfer them to your GPS device.
Reporting & Analytics
The application features a wealth of reports
for you to use. All these reports can be saved as
PDF and sent via email, directly from within the
We have also included a custom report designer
which allows you to create additional custom reports
if you need.
User-defined fields allow you to create additional
properties that your business may need, and are
available for all primary entities. You can use
text, numeric, date/time and boolean (yes/no) properties
and name them in a way that suits you.
We have taken this further, by including the
ability to define complex data in the form of custom
XML data structures. Sounds complicated? It really
isn't. One-size-fits-all is never the case in business,
although we all share a common core.
All you really need to know at this stage is
that our application has the tools and functionality
to cater to highly specialised scenarios where needed.
All grid data can be sorted, grouped, filtered
and exported directly to Microsoft Excel and PDF.
We've also included multiple grid layouts which
you can use, but you can also create your own and
save them for future use.
For detailed analysis and data mining we have
created an advanced pivot grid analysis tool
which you can use to query your data and analyse
the results by grouping (on both the X and Y axis)
in any way you wish. These pivot grid layouts can
also be saved and recalled at any time.
Website & App Integration
We have developed many corporate websites and
web-applications that fully integrate with our application.
This offers a streamlined customer-centric experience
and ease in managing your online content.
Moreover, customer input via the website is automatically
stored within the system which means that it directly
enters your business workflow. This effectively
bridges the gap between your online and on-premise
activities and supports you in your efforts to achieve
a seamless customer experience and better customer
You can use security levels and zones
to provide members, customers or other registered
users (i.e. login authentication) access to additional
information, resources and functionality that is
not available to the general public.
By the way, all records can be multi-lingual
(i.e. many languages per record). What we mean by
this is that a record can contain its information
in both the primary language (e.g. English) and
in as many secondary languages as you need (e.g.
Greek, Italian, Spanish, Hebrew (or other right-to-left
languages), etc). This is perfect for managing multi-lingual
We are available to customize the application
to your business needs. We have already done this
for large organisations (such as banks) and local
businesses that needed integration with their existing
legacy systems or accounting / ERP software.
It is often these refined, granular automations
that make a real impact on your productivity and
give you a competitive edge.
Application Programming Interface (API)
The application is multi-tiered and modular.
For developers or organisations wishing to build
additional integration and features we offer a structured
object model which you can use to contribute to
the platform and interface with other third-party
Accounts & Contacts
Manage your customer accounts, suppliers, associates
and other business entities together with their
related contact persons. These records can be classified
and segmented in numerous ways (including by type,
categories, characteristics, location, tags and
keywords). It is worth noting that both categories
and characteristics are hierarchical structures
and an account/contact can belong to more than one
Both these entities interface with Microsoft
Outlook, and by extension your Office 365 account.
You can create both email and SMS messages
directly from within the application. You can also
create templates to automate common, recurring
With telephony integration, you can also manage
incoming calls and make outbound calls
directly from within the application.
User-defined fields allow you to create additional
properties that are unique to your business needs;
and name them accordingly.
Projects & Activities
Manage your projects and monitor your progress
as well as all related activities such as tasks,
calendar appointments and phone calls.
You can assign projects and activities to yourself
or to other members of your team. Set priorities,
reminders and deadlines to help you schedule your
work and stay on track.
Both projects and activities are linked to their
related accounts and contacts as well as documents,
time allocation and billings. Track budgets, billable
work and non-billable work per project, stage, employee
and view profitability analysis in both tabular
form and as graphical charts.
You can also define scheduled work plans
to automatically generate projects or activities
that are automatically assigned to the appropriate
members of staff. This allows you to create scheduled
actions for specific products, services, and customers.
For example, accountants can use this feature
to generate recurring projects for their customers
such as quarterly tax reports (e.g. VAT). Similarly,
electrical/mechanical engineers can schedule recurring
preventive maintenance of their equipment.
Help Desk & Support Tickets
Handle customer support incidents, enquiries,
issue tracking and resolution. These can be linked
not only to customers but also to products, services
as well as internal assets.
Businesses dealing with hardward or equipment
(including IT departments or engineers) can track
their corrective maintenance and breakdown incidents
per customer or product so as to build a full service
Attach any type of electronic document to a customer
account, project, activity or other entity. Documents
can include Microsoft Word, Excel, PowerPoint, PDF,
emails, images, audio and even video content.
Using our Microsoft Word automation, you
can also create new documents automatically from
templates. These templates can include special 'tags'
that are automatically substituted when a new document
is created (e.g. customer name, address, telephone
Products & Services
Manage your products and services including advanced
classifications, specifications and unique product-specific
characteristics. Web-applications that include e-commerce
rely extensively on this module to manage online
orders and stock availability.
Maintenance Contracts & Scheduling
Know exactly which of your products and services
each customer enjoys (including serial numbers,
warranty period, service level agreements (SLA),
support incidents, documentation and other product
Create and manage customer contracts or maintenance
plans per product. Each contract or maintenance
plan contains frequency, activation/expiration period
and other characteristics which allow service incidents
and preventive maintenance work to be generated
and scheduled automatically.
Time Management & Billings
Create and manage personal timesheets and project
analysis, including both billable and non-billable
work (expressed in both time and money). View employee
work by day, week, month or year and keep your projects
Quickly and easily convert your billable work
to customer invoices and send them via email.
Quotations & Orders
You can create customer quotations and orders
that link to both the customer account and related
products. Upon acceptance and approval, these can
be converted to invoices.
Create your invoices, receipts, credit notes,
payments and more. Email your invoices or statements
to your customers or send notifications and reminders
via SMS. Keep track of your financial position,
aging analysis and outstanding balances.
This is a simple and easy-to-use invoicing solution
to help you stay on track and better manage your
Where needed, we have also interfaced our application
with third-party accounting and stock control packages,
which allows you to import customer financial information
as well as products, pricing and stock levels.
Manage your employee information, employment
status, emergency contact details, performance appraisals,
reviews, letters and documentation. Store detailed
biographical credentials including professional
training credits, qualifications, personal achievements
News & Events
Manage your company news, announcements and events.
Events can be sent directly to your Microsoft Outlook
Create membership schemes and manage subscriptions.
Track member interactions and loyalty points. Print
labels, envelopes, membership cards and perform
Content Management (CMS)
The application includes a comprehensive array
of content management features which can be used
to manage your website and mobile apps. Everything
can be managed without any technical knowledge whatsoever.
For instance, images are automatically resized and
optimised by the system, before they are posted
to the online application.
What is important to note is that we completely
separate content from presentation. Given
that the web is in a state of constant change, this
strategic and structured approach will allow you
to easily change your website user interface at
any point while maintaining all the content that
you have created so far.
You can in fact run multiple websites in different
languages, all using this application to manage
and control how and what information is presented
The platform has a flexible and modular architecture.
This allows us to easily develop additional business modules
that are seamlessly integrated into the overall solution.
These can cater for the needs of specific business sectors,
as shown below, or can be built exclusively for you, based
on your unique custom requirements.
For example, here are some of the extra modules that
we have developed so far:
Training Centre & eLearning
Manage your entire training centre. Create your
courses and classes. Accept participants, manage
enrolments (i.e. enquiries, confirmations and waiting
lists), participant interactions, grades, credits
and training history.
Auctions & Bidding
Manage product auctions and customer bidding
(including standard and proxy bids).
Hotels and hospitality establishments can accept
online and back-office bookings for their properties.
This module includes an availability calendar, property
rates, special discounts (e.g. early bookings, long-term
stay) and optional fees.
Event Bookings & Ticketing
Allow your customers to make reservations and
online event bookings. This module includes the
integration of our
box-office ticketing platform which caters for
both general and seated admissions, and is appropriate
for cinema, theatre, sports and other entertainment
Develop desktop and hybrid Windows applications for modern business using the latest Microsoft .NET technologies.
Integrate personalised email and SMS broadcasting into your existing business ecosystem.
Create cross-platform apps for mobile and tablet devices such as the iPhone, iPad, Android and Windows Phone.
Build apps for the entire Windows device family including desktop, tablet, mobile, Xbox and IoT devices.
Create corporate websites, e-commerce solutions and integrated web-applications for business.
Project • Mar 2007
Project • Feb 2012
Project • Sep 2015
Web Application • Portal
Project • Feb 2012
Website • Κυπριακή Εθνική Επιτροπή UNESCO
Project • May 2012