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Discover how our

CUSTOMER RELATIONSHIP MANAGEMENT

will optimize your customer contacts.

CRM

Customer Relationship Management (CRM) manages the company's interactions with current and potential future customers. The CRM module tries to analyse data about customers and prospects to improve business relationships specifically focusing on customer retention, and ultimately to drive sales growth.

  • Manage relationships and contacts (customers, prospects, suppliers, ...)
  • Manage addresses (delivery, postal, billing, work addresses)
  • Ability to define custom fields
  • Manage and follow up on leads and opportunities
  • Sign up notes and comments
  • Start actions like to calls or follow ups.
  • Saving history on notes and actions
  • Filter on custom fields to send out segmented mailings
  • Sales quotes
    • Management of quotes and quote lines.
    • Easily insert quote lines from history or from templates
    • Define financial budgets based on fixed price or time and material
    • Text templates are provided to automatically add header or footer notes and additional content with images
    • Versioning: multiple versions of the same quote can be made and kept
    • Export quote to PDF or Excel
  • Standard reports
    • Leads pipeline
    • Leads won and lost per period
    • Forecasted revenue on leads with estimated budget and weighted budget
    • Sales funnel
    • Sales dashboards

GET IN TOUCH

Call or email us anytime if you’d like to get in touch with us. Is it about an idea for a feature, a question you have, or to brainstorm about an exciting new partnership.

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Other inquiries:

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