We can help with:
- Customer relationship management database selection and installation, configuration and customisation
- Training and implementation
- Segmentation and customer profiling
- Increasing the scale of your IT infrastructure
- Compliance with rules and regulations
- National and global expansion
- Access the system from any device
- Sales and marketing automation
- Audit trail of interactions with your customers and suppliers
- Customisable processes and pipelines
- Complex quotation calculators
- Secure document and file management
- Project management tools and integration with external applications
- Share and assign, tasks, calendar events, milestones etc
- Detailed reporting and live dashboard
- Go from quotation to invoice within an integrated system
- Fully customisable access rights and roles for your staff
- Integrations with Quickbooks, Gmail , Website Forms, Mailchimp and more
We have ready made core solutions for caterers, language service providers and logistics services.
As the CRM software is accessible in a Mobile App so your team can share important information while on the move.
Mobile CRM allows creation and editing of quotes, orders and invoices directly from a mobile device.
Leads, opportunities, tasks, events, milestones can be allocated among sales reps and account managers, logistics and production staff.
The results of your marketing campaigns can be analysed, and any deal or leads access permission can be automatically updated depending on its status.
The interface of the CRM software is branded with your company style and is convenient, intuitive and it includes a chronological activity view:
This stream can be filtered by:
Contact- Lead – Organisation – User – Notes – Files – Emails – Tasks – Events – Milestones – Meetings – Phone calls – & Custom values