CRM Modules

CRM (Customer Relationship Management) is business software that manages Customers, leads, marketing, sales opportunities and customer service efficiently. It is a multifaceted platform that stores and streamlines the elements that are crucial to developing, improving, and retaining your customer relationships.

It is a centralised program where the team can log and track customer interactions, and analyse these interactions and data throughout the customer lifecycle. This facilitates a constant improvement to business relationships with customers, assists in customer retention and drives sales growth.

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Main menu > CRM

Discover CRM

1. Contacts
2. Contact Groups
3. Customers
4. Calendar
5. E-mail

The benefits of CRM

Keep leads hot

Prospective customers can be obtained in various ways: cold calling, e-mailing, events, etc. If a prospect is not ready to order now, maintaining contact and keeping them aware of your products means they may be ready to become a customer in the future.

Sending out a quote is not the final stage of prospecting. Keep hot leads, hot with ease!

• Stay in the loop: contact records are linked to customers.
• Easily-accessible information on the database that everyone can use, even when the sales staff leave.
• Follow-up reminders mean you will never miss another follow-up again.

Increase sales conversions

• Easily create reminders that are linked to your quotations.
• Chart your sales pipeline through your customised sales statusses.
• No more micro-managing needed! Your sales reps are prompted to follow up on a quote until the quote is accepted or rejected.
• Wondering why your quotes are being rejected? Reasons for losing deals are linked to rejected quotations to guide management on how to become more competitive

More love from your customers

It all starts with the customer. It’s vital for the health of your sales cycle to maintain updated customer information and your contact history.

• Maintain unlimited customer and contact records.
• Use only the information that your company sees as vital for healthy CRM with customised user fields.
• Find customer information easily.
• Easy reporting with grouping and categories

Stay top-of-mind

Marketing creates favourable awareness of your products and services to prospective customers. Do it effectively and your sales pipeline will always be full.

• Now you can send personalised bulk e-mails to clients and prospects in your sales cycle.
• Use built-in workflows to manage your marketing campaigns.
• Increase revenue by keeping your customers aware of your offering.
• Save on marketing costs by using built-in functionality