CRM
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CRM
Based on the nature of the business, clients & supplier management should be changed. We built this module to dynamically fit your business needs and apply the full customer management and sales process workflow management as well. It facilitates the customers to follow up and boost it faster.
MODULE FEATURES
- Add your accounts with no limitation
- Add your contacts from each account
- Assign locations for each customer and location from each contact
- Track your sales process funnel
- Real-time business dashboards & statistics.
- Bulk upload for clients and contacts data.
- Pick the client’s location and connect it with employees’ attendance GPS.
- Define client branches with different locations.
- Customize your own reports and extract them to excel sheets.
- Client’s print option to preview all his data with all details. Manage sales team privileges & authorities.
- Divide clients into different categories & classifications.
- CRM Landing page for the campaigns for lead generation
- Clients account managers management
- Create multi potentials for each client.
- Bulk and mass update for quotation prices with percentage. Sales orders creation and approval cycle.
- Upload all the required documents & files related to the customer or the potential.
- Clients’ bulk reassigns for different accounts managers.
- potential requests status management.
- Potentials followup & comments with team collaboration
- Logs and details for each transaction and operation.
- Next, follow date up notifications and escalation.
- Calendar view for notifications & appointments.
- Synchronize system calendar with google calendar. Add after sales follow up with staff attendees list, meeting minutes, follow up details, and attachments as well.
- Define the price list for the company’s products & services. Offer and quotation creation with connection to the potential requests.
- Design and configure the landing page for customer registration with company logo, themes, and social media links for lead generation.
- Customer registration from websites, portals, social media, or any external links and add the data directly to the ERP CRM system.
System Screenshots
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