.

Overview
Track client and contact related software processes

Analytics
Evaluate conversion rates, customer satisfaction helping to improve customer processes

Secret Sauce
Draw reports on most popular products

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Contact Integrated System

The Contact database and the Client Relations Management (CRM) software come together to form the Contacts Integrated System. The Contacts Integrated software allows keeping records for client money's owing, new leads, sales and enables better handling of the clients.

The CRM also links in to the Quotes and Invoicing financial modules, as well as the Supply Management software for the supplier database.

The contacts database keeps the contact's information, according to category. The CRM software encourages and tracks communication between the client and company. 

Features

  • Manage your managers
  • Link products to client managers for effective follow-up
  • Categorise clients, leads, uninterested and potential leads

Related Modules


Clientèle