CRM - CUSTOMER RELATIONS

Create a customer database, save the history of calls, offers and contracts. Manage the work of salesmen and create reports on the company's activities.

• Organize and manage the registries of:
  • employees
  • products
  • offers
  • clients
  • call history
  • sales history
  • invoices
• Automation of time-consuming procedures:
  • Automatic generation and sending of invoices (email / SMS)
  • Checking customer deposits
  • Backlogs
  • Reminders of important dates
• Access to individual elements of the system based on the data contained in them, for example:
  • access to contracts and calls history only for a specific group of customers
  • access only to invoices issued in the last 30 days
  • only this week's calls can be edited (history is read-only)