Client Profiling
Companies, institutions, consumers. Complete B2B, B2C & B2G profiles. Segmentation.
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ERP & WMS Integrations
Use EDI and API to seamlessly synchronize important information between both systems.
Project Management
Managing multiple projects, tasks, actions, activity calendar, GANTT, KANBAN.
Human Resources
Timekeeping, inventory object management, leave management, employee evaluation.
Quotation & Negotiation
Automated process, predictability of win rate, sales process tracking. Contracting and invoicing.
Contracting
Contract tracking, values, recurrence, spot sales, expiration alerts, cascading discounts.
Remarketing
Get closer to your customers through Facebook, Instagram, Google, YouTube, and LinkedIn.
IT Resource Monitoring
Monitor your server uptime, websites, web services, blacklist IP addresses. Set alerts via email/sms.
Customer service
Ticket acquisition system, SLA tracking, reporting, traceability, client statuses.
Integration with Online Stores
You have API and modules available to synchronize information with the online store.
Invoicing
Goods, services, projects. One-time or recurring. EDI billing. Statuses. Receipts. Automations. Integrations.
Multiple Opportunity Sources
Multiple customer attraction channels managed in one place. Predictable growth.
Email Marketing
Lists, campaigns, and reports management. Free for up to 50,000 email addresses.
Product & Service Management
Product and service management, inventory management.
Electronic data interchange
Full EDI flow orders >>> invoices, statuses. Retailer connections. ERP automations.
Pipeline CRM [multiple] – super 360 reports
Multiple lead and client capture channels managed in one place. Predictable growth.
Lead Management
Audit of lead capture & qualification, opportunity identification, sales process and contracting.
Client Profile 360°
Perfect quoting, customization, client behavior predictability.
De ce sa platesti pentru un CRM cand il poti incerca pe acesta GRATUIT si profita la maxim de beneficii?
- Ai 365 zile in care sa: cresti productivitatea agentilor de vanzari cu 47%;
- Obtii predictibilitate in vanzari si cash-flow; semnezi mai multe contracte;
- Obtii control in cadrul companiei; ai trasabilitate….