Description
Features
- Management of organizations and contacts
- Filters by activity field, interests, etc.
- The possibility of mass marketing transmission (to see who opens the email or clicks)
- Possibility to make lists similar to chimp mail
- History / client in case he has several contracts with the consulting firm.
- Automatic introduction into the history when sending the offer, contract, additional document.
- The possibility to enter information such as birthday, customer details, etc.
- Marketing
- Defining marketing campaigns
- Defining web forms (for data collection)
- Adding prospectuses
- Sales
- Defining opportunities and offers
- Periodic reports (daily, weekly) on sales activity
- Management / billing
- Billing services + timely alert + sending scheduled emails.
- The possibility to introduce total / partial payments according to the contract – to observe the arrears
- Projects
- Definition of tasks and molestones
- Graphic Gantt generation
- Service contracts
- Counting and billing time allocated to the client
- Enter alert when customer subscription expires
- Administration
- Ability to create separate accounts for each user.
- Possibility to import / export documents / lists
- The ability to generate reports on areas of interest
- Synchronization with company email
- Automation
- Automatic transmission of email client or employee when given a task (alert when the email is not opened)
- Email when the conditions are fulfilled (events, birthdays)
Advantages
- Full customization of the application;
- Possibility of automating processes in relation with clients;
- Unlimited number of users;
- Traceability of processes in relation with clients, respectively within the company;
- Automatic alerts for (pre) defined events;
- According to GDPR rules;
- Clear record of support tickets and time allocated to each.
Benefits
- Generates alerts
- It triggers actions or processes automatically, when certain predefined user conditions are met
- Stores all the activity in the company (in relation with the clients, on the project and on the service contracts)
- Send interesting messages (technical, commercial, greetings, alerts) to contacts
- It replaces at least 25% of a person’s activity
- Through strict records and alerts it generates at least EUR 1000 in the first month of use *