CRM & Sales
Create your prospects or customers.
Just enter the name of the third party
and the type of third party (prospect and/or
customer) to create it in your database.
A unique customer reference code will be
automatically generated according to your
numbering rule.
Record any other data (email, address,
language, tags, ...) for a more complete
and accurate management of your third
party database. If the predefined fields
do not suit you, you can easily create
all the attributes you need as custom
fields with the datatype of your choice
(string, amount, date, combo list, checkbox, ...)
Attach any notes or files to your prospect/customer sheet.
If you have plenty of sales representatives
in your team, then you can assign them to
dedicated prospects or customers, so that you
can get statistics per sales representative
(Sales, Margins, Events etc.).
Merge third parties to remove duplicate records.
If you want, you can create one or several alternative addresses for each of your prospects or customers (one record/address for the director, another one for his or her assistant, another one for the delivery or legal service representative etc.). Assign such contacts to any business document (commercial proposals, orders, etc.) so that the correct name will be automatically filled in on any documents which are generated automatically by the system such as PDF documents).
If you want, you can set a contact status
and a potential to your prospect. You can
define the different prospect potentials/levels
according to your business needs.
No need to spend time in modifying the
Prospect status after a conversation is
completed. Just modify the status in one
click from the list view without even
opening the prospect sheet.
Create rich documents using a WYSIWYG editor while reusing data such as predefined products and prices according to the modules/features that you have enabled, like Quotes or Commercial proposals, Sales Orders, Interventions, Invoices, etc. Manage documents from dedicated menus or directly from the third party sheet. Your prospects can be converted into customers automatically when a Quote or Commercial proposal is accepted.
Follow-up your prospects, and your customers
List and filter your database based on any attribute, tag or status.
Send emails to your contacts directly from the application, using predefined email templates.
Reuse your prospect or customer database to send mass emails with the Mass emailing module.
Export your database with the Export module to reuse your qualified records with other external tools.
Find all the events related to your prospects and customers, such as proposal creation, invoice validation, and many other events using the events recorded automatically as per the settings configured in the module Agenda.
We use cookies on this site to enhance your user experience.
You can learn more about our use of cookies and your choices
here.
By clicking on any link on this page or clicking
"OK, I agree, you are giving your consent for us to
set cookies."