Everything you need to manage your customer relationships
Collect and consolidate all your customers' information and documents in one place
Optimize your conversion rate, closely follow ongoing negotiations, alone or as a team
Understand the buying habits of your customers, detect your best customers and those to follow up
Maintain a personalized relationship with each of your customers to increase their loyalty
Know at all times the status of your customers' order processing, alone or in a team
Have perfect traceability of shipments of products ordered by your customers
Register your contracts and subscriptions, monitor expiration dates
Record appointments, phone calls and other actions in customer files
And that changes everything
You can retrieve your CRM software, files and data at any time.
You can be sure that your data stays in your CRM software.
You decide on developments and in which direction your CRM software should go.
Yes, you can insert as many contacts per customer file, for example: the general manager, the administrative and financial manager, the sales representatives, etc. There is no limit on the number of contacts per customer file.
Yes, you can build customer portfolios by sales representative. So your team knows who should follow a particular client.
Yes, it is possible directly by editing the customer file, you can add as many sales representatives as you want.
Yes, our CRM software allows you to attach files to your clients’ files, such as scans of company documents or contracts.
Yes, you can do this in the configuration of your CRM software.
Yes, our CRM software offers the assisted import of prospect lists in CSV format. A template with the correct formatting is also provided to you during the import procedure. By doing this, you and your team won’t forget a prospect.