It saves all the information related to contacts who have not yet been qualified: personal data, first contact actions. Quantify it by turning it into a contact.
It saves all the information related to qualified contacts: personal data, emails, meetings, offers sent…
Each contact works for a specific company, saves the corresponding information to have more identifying data.
Create opportunities, assign that opportunity to an agent, an account, a company, and a contact. Control all activities to develop the opportunity.
Record any business activity carried out with a lead or customer. Calls, meetings, emails, appointments, offers, quotes, incidents, support cases…
Create commercial offers and send them to contacts, recording the action you have carried out for later follow-up.
Work with projects to set aside a time, priority, completion milestone, or end date. Manage the team.
Create custom workflows that allow you to trigger various system actions based on the processes created.
Locate your customers, businesses, meeting places, and more on a map.
Create cases to manage help or advice from your contacts.
An indispensable tool for customer service.
Store documents related to each contact so you always have a copy.
Create email campaigns to contacts and keep a record.
Use the predefined templates in CRM to send notifications to your contacts.
Schedule tasks on the calendar. Assign user roles and share agendas.
Plan resources, meetings, calls,… and view the individual or team calendar.
Plan, record and save calls made to customers or leads.
The information collected in Automation Manager is automatically shared with CRM Manager. Decide which data to sync.
Create, send, and save the contracts associated with your contacts.
