CRM
Customer relationship management (CRM) refers to the principles, practices, and guidelines that an organization follows when interacting with its customers. From our point of view, this entire relationship encompasses direct interactions with customers, such as sales and service-related processes, forecasting, and the analysis of customer trends and behaviors. Ultimately, CRM serves to enhance the customer’s overall experience. We develop CRM systems for clients who want their companies to scale customer acquisition, emphasis sales and marketing and enhance customer experience.
- Workflow Automation
- Employee Tracking
- Social Media
System Features
Sales
Our CRM system has a Modern User Interface which is an intuitive user interface designed for sales. A Dashboard for a better overview of the sales activities. Useful tips and best practices to configure and deploy your CRM. The system has a mobile user interface. Reduce data entry which gets leads automatically created from emails, VoIP calls. Send quotes in just a few clicks, manage your pipeline with drag & drop, etc. CRM has large screen view Optimized view for large screens, with the opportunity form on the left and a scrollable chatter on the right.
Leads
Our system creates campaigns to automatically send emails tailored to the lead segment and activities of the lead. Lead Scoring Scores your leads based on explicit and implicit criteria (on pages viewed, localization, time). It defines different actions based on lead score and team assignation rules. Decide which total score deserves to be converted into an opportunity. Import Leads Easily import prospects files.
Efficient Communication
Our system has email templates which creates templates of emails for most common communications with your customers or opportunities. Email Gateways which get all your email communications automatically attached to the right opportunity. Create new leads automatically based on incoming emails. VoIP Creates a dial queue on customers or opportunities, call from the browser automatically or manually. Log calls automatically, open the customer form, automate next actions, etc. Reschedule or send email for failed calls.
Integration
The features include: Sales which converts opportunities into quotes in just a few clicks. Get a complete overview of the customer history. Inventory gets product availability information right into the quotation. Trigger delivery orders and check delivery status from the order. Powerful API CRM does pretty much anything with the API: connect other software, automate lead creation, etc. Google Docs Use the Google Docs integration to link any document to your opportunities: qualification forms, advanced pricing tables. Sales channel Integrate all your sales channels: online sales (e-Commerce), inside sales (CRM) and in store (Point of Sale). Marketing Apps boost leads acquisition and nurturing with marketing apps: Email Marketing, Events, URL trackers, landing pages, etc.
Customers
Our system has an address Book that get a clear address book shared among your salesperson. Set customer preferences easily: language, delivery methods, financial data, etc. Has multiple addresses and contacts for a single company. Get the full history of activities attached to any customer: opportunities, orders, invoices, total due.
Reporting
Our system uses predefined dashboards or build your own with the advanced reporting engine. Share filters with the team, analyze your opportunities pipeline with advanced filters, grouping, drill down, etc. Cohort Analysis helps Keep track of the evolution of your KPI's over time and detect trends. Leads Analysis Get statistics about your sources of leads to evaluate the ROI of your marketing campaigns’ Dashboard Visualizes your sales teams KPI's at a glance.
Our Awesome Pricing Plans
Basic Plan
- 24/7 system monitoring
- Security management
- Secure finance backup
- Remote support
Standard Plan
- 24/7 system monitoring
- Security management
- Secure finance backup
- Remote support
Extended Plan
- 24/7 system monitoring
- Security management
- Secure finance backup
- Remote support
Basic Plan
- 24/7 system monitoring
- Security management
- Secure finance backup
- Remote support
Standard Plan
- 24/7 system monitoring
- Security management
- Secure finance backup
- Remote support
Extended Plan
- 24/7 system monitoring
- Security management
- Secure finance backup
- Remote support
