Управлять — легко!
CRM module (Customer Relationship Management system) is a workplace for sales manager and allows tracking contacts with customers or task management.
Main features of CRM module:
- Managing contact list for customers with contact info;
- Managing planned appointments with customer using date, priority, appointment type, contact info, appointment goal and result;
- Automatic user notification about upcoming appointments;
- Tracking the status of appointment (planned, done, cancelled, expired)
- Managing the task list per manager, using task type, start and end date, author and assignee, priority, forecast, notification conditions;
- Automatic assignee notification about upcoming tasks;
- Unlimited number of comments to the tasks;
- Associated files for the task;
- Automatic history tracking for the task.
Продукты
Комплексная система автоматизации для торговли и производства.
Бесплатная версия (торговля, производство, бухгалтерия, CRM)
Настраиваемая система для автоматической синхронизации (репликации) данных.