Empower Your Relationships with Our CRM Application
Our comprehensive CRM (Customer Relationship Management) module provides you with the essential tools to manage and nurture your interactions with clients, suppliers, and operators, enabling you to focus on achieving your business objectives.
Key Features
Centralized Records
Maintain detailed records for all your clients, suppliers, and operators, offering a complete overview of your relationships.
- Comprehensive contact information for clients, suppliers, and operators.
- Integrated sales agenda within each client record, displaying payment due dates, quotations, and past operations.
- Quick access to transfer costs, location details, and bank information associated with each record.
Contact and Sales Profiling
Leverage data insights to understand your contacts better and drive targeted sales efforts.
- Extract and organize specific lists of contacts based on custom criteria.
- Utilize contact lists for statistical analysis and targeted communication campaigns.
- Gain valuable insights into your contact base for informed business decisions.
Efficient Document Management
Keep all your important documents organized and easily accessible within the system.
- Upload any type of document directly to relevant records.
- Organize documents effectively for easy retrieval.
- Enhance searchability through the application of custom tags to documents.
Quotation Management
Streamline your quotation process and gain clear visibility into your sales pipeline.
- Generate and send various types of professional quotations.
- View the total amounts of all quotations, along with detailed breakdowns of individual items sold.
Item Management
Organize and track your products and services with detailed information.
- Classify and group items into logical families and subfamilies.
- Maintain detailed records for each item, including sales and purchase history, technical descriptions, discounts, and images.
Our CRM application is designed to provide a holistic view of your business relationships and streamline critical processes, empowering you to build stronger connections and drive growth.