Customer Relations Management

M anaging Your Leads,  Opportunities, Quotations, Sales Orders, Pricelist and Email Integration...etc.

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What is our CRM System?

With a CRM System, there‚Äôs no secret formula. It simply manages most of your critical customer information so that you can see it all in one place. Without leaving the app, you can view contact info, follow up via email or social media, manage tasks, and track your performance, among other benefits.
Implementing the right CRM can increase sales efficiency. You can close more deals, boost sales, and improve forecast accuracy.
Software - Sample 2 for three columns

Leads / Opportunities

Software - Sample 2 for three columns

Reports

Software - Sample 2 for three columns

Quotations/ Sales Orders

Pipeline:

  1. Managing sales team and member role.

  2. Defining your sales process and stages.

  3. Defining probability percentage per stage.

  4. Recording all leads and opportunities.

  5. Loging call summery and Assigning next action

  6. Defining expected revenue and closing date per opportunity.

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  Qoutation:

  1. Defining expiration date for quotation.

  2. Receiving customer's feedback through system.

  3. Sending PDF or online quotation for your customer.

  4. Replying to the customer from system.

  5. Tracking all quotation history and communication.

  6. Structure your quotation items according to sections.

Pricelist :

  1. Auto discount applying.

  2. Selling with foreign currencies

  3. Defining discount for specific period.

  4. Defining prices based on  product quantity.

  5. Defining minimum margin per item, category or global.

  6. Defining prices according to customer segment.

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