CRM (Custom Relationship Management)

Basic Functions

• Sales and Purchase Management
• Help Desk Functions
• Management of customer events
• Planning of tasks
• Follow-up of commercial acts

Sales Opportunities

• Estimate of cost and incomes
• Follow-up opportunities by customer and by sector
• Planning , control and scheduling of meetings
• Numerous filters possible for search and database analysis
• Simple re-allotment of opportunities(to commercial, to another service, in the line)
• Integrated alert systems
• Events history
• Management of attached documents
• Possible integration with the web forms Integration through XML-RPC

Help Desk

• Follow-up and allotment of requests
• Classification of problems
• Centralized events in the partners chart.
  
• Control of working hours
• History of interventions
  

Segmentations

• Hierarchical classification of partners with their heritage of rights.
• Manual and/ or automatic classification.
• Automated segmentation based on 3 criterion; sales, purchases or state of mind.

Communication

• Mailing tool
• Automatic sending of SMS
• Mass-mailing system
  

The Events

• Automated or manual client events
• Parameterizing events
• Search and filters on the events
• Subscription management tool
• “Audit Trail” module to control user's action by resource or group.
  

Contracts

• System of customer or supplier contract management
  
• Flexible price list
  

Partners

• Centralized management of all the contacts; customer, supplier, prospect and employees
• Contact's address book of contacts
• Hierarchical structure of companies
• Complex relation module between the partners
  

Productivity

• Analysis module for user's productivity; encodings, sales and meetings

Draft invoice

• Drafting of developed module, bill of quantities
• Parametrization of paragraphs
  

Multi's

• Multi-companies,groups,users
• Multi-lingual
• Multiple communication facility
  

Ergonomy

• Quick zoom
• Click and relate function for easy navigation
• Auto-completion of fields
• Partner's preference management system
  

Integration

• Integration of events from mails(pop)
• Integration with Outlook (iCAL)
• Import / Export through Excel of nomadic scripts
• Estimate in PDF or Word (MS or OpenOffice) for modification
• Complete integration with the other modules; HR, management of projects and tasks, sales an purchases

Report

• Sales pipeline (prevision of sales and future costs)
• Daily or monthly sales, cumulated or non cumulated
  
• System of creation of your personalized reports through OpenOffice.
  
• Integration with Excel and Word
  

• All the screens are customizable (seizure, lists, states, search...)
• Multilingual and multi-companies support
• Management of rights and user's menu
• Direct access through Internet.
• Process configuration and possible alerts.
• Integrated request system.
• Extensible via numerous optional modules
• Personalized process
• Our free license allows you to develop or add your proper functionalities or modules!