Contact Management (CRM)
- What is it?
- How it works?
It is a software that allows you to easily monitor and manage incoming contacts and new business opportunities, through dashboards and status reports for each of these opportunities.
Allows you to keep all customer follow-ups up to date so that there is no loss and/or forgetfulness of any task to be performed.
We integrate with your website or create a new one
Online Software
Customizable to your business
You can access it from any device with internet, since the software is housed in a secure cloud server, making it easy to access it from any place. We will give you access to the manager.
From the address (domain) associated with your account with us, you will have access to all the features and within a few hours of configuration we will deliver everything working.
Search, filter and sort your contacts based on configurable tags
All customer-related information on one page
Individual Accounts
Create individual accounts for each customer, resulting in a strictly delineated organization, without exchanging or mixing information/data
Internal Communication
Communicate with your customers through our internal email, creating a conversation history so that no information is lost
Document Storage
Associate the necessary documentation to each customer, reducing the need for physical space to store information
Project Manager
Create projects with the respective timelines to carry out any task, until the project is completed
Proposals
Prepare and send proposals directly through the client's account or opportunity, thus giving the possibility to accept them in the reserved area
Forms
Create custom forms for each intervention sector, collecting information through them automating the follow-up
360º view
Get a quick view of all the business opportunities that arise. Access any information with just one click.
Integration
Integrate your website with our system and start receiving orders through it.
Order Management
Collect all orders obtained via email, telephone or in person in one place. You can then forward these requests to the responsible collaborator.
Accessibility
Access the software anytime, anywhere. Don't be stuck to the office so you can access the information you need.
Get to know some of the features
Each business is unique and, as such, our contact manager settings adapt to the needs of each company
Opportunity panel
Each business is unique and, as such, our contact manager settings adapt to the needs of each company
Sending Documents
Each business is unique and, as such, our contact manager settings adapt to the needs of each company
Digital Agenda
Each business is unique and, as such, our contact manager settings adapt to the needs of each company
Email History
Each business is unique and, as such, our contact manager settings adapt to the needs of each company
Notes Register
Each business is unique and, as such, our contact manager settings adapt to the needs of each company
Elaboration of Tasks
Each business is unique and, as such, our contact manager settings adapt to the needs of each company
Task Workflow
Each business is unique and, as such, our contact manager settings adapt to the needs of each company
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