Monitoring and recording of customer communications in a separate tab

Assignment of sales consultants to customers with a filtering option

Comprehensive quote follow-up procedure for goods and services with a reminder option

Logging of actions such as incoming & outgoing phone calls, pending issues, etc. with a reminder and follow-up option

Meeting entry and follow-up per user with display of calendar and participants

Call forwarding to another user with comments, remarks and fields such as caller company, name, date, time, etc.

Management of incoming and outgoing emails. Each email is saved in the respective Contact tab and is directly accessible.

Comprehensive view of customer contracts including the duration, value and type of contract. Contract renewals management

Comprehensive monitoring of customer projects and tasks with immediate information of the Commercial Department.

Document entry in the Customer tab (contracts, quotes, etc.) and addition of documents to the Product tab (prospectuses, manuals, etc.).

Direct access to CRM from a mobile app. Manage your customers, communications, quotes and meetings from your smartphone

Management of customer equipment guarantees and tracking of guarantees that require renewal.

Analysis of customer strengths and weaknesses, growth opportunities and threats

Display of meetings per day, week and month and per salesperson. Email or SMS notification option.

Support material such as sales catalogues, newsletters, presentations and brochures for clients.

Display of all scheduled meetings in the user's Outlook Calendar. 

Integration with other softwares used by the company to simplify a variety of processes.

Management of recurrent tasks that have been scheduled on a daily, weekly, monthly and annual basis.

Bulk sending of custom SMS messages in order to reach existing and new customers directly

Caller ID with immediate display of the Customer tab and new action/customer creation option

Dynamic statistics and graphs with export and print options including all available CRM fields.

Automatic initiation of procedures to avoid mistakes resulting from human manipulation.

Daily nameday or birthday reminder for all contacts.

Logging and tracking of staff leaves for a better allocation of resources. 

Monitoring of all partners’ participation in each task or project assigned to them.

Personalised access of users (username-password) to the information and processes relevant to them.

Creation and follow-up of customer campaigns with statistics by means of promotion, Open-Won-Lost opportunities and rate of return

Classification of customer potential according to their strategic importance to assist the decision-making process.

Creation of a product and service price list per customer to be used in quotes and actions