Clear and measurable management of business opportunities
An application for managing company contacts and communication that centralizes all business interactions. It automatically synchronizes e-mails with contacts and business cases, keeping the complete history of communication in one place. It enables recording of business opportunities, lead management, tracking of the sales process and planning of activities. It offers advanced searching, reports and integration with other modules, which helps sales teams manage customer relationships efficiently and close more deals.
Main features
- Address book of customers, suppliers and business partners
- Business opportunities – planning and evaluation of targets
- Synchronization of calendars and e-mails with M365 accounts
- Documents – records – approval – signing
- Planning of marketing activities
Modules
Address book
- Companies and contact persons address book
- Connection with ARES database
- Quick searching for addresses on mapy.cz and Google server
- Call centre – identifying incoming calls and searching callers
Opportunities
- Management of business opportunities
- Planning and evaluation of sales representatives' targets
- Financial plans of business opportunities
Documents
- Quotes, orders, contracts or other types of document records
- Approval and signing (electronic signature)
Activities
- Planning tasks, meetings, conferences, training, phone calls, etc.
- Synchronization of calendars and e-mails with M365 accounts
- Monitoring activity completion and costs expended
- AI recap of Microsoft Teams meetings stored with the activity, including suggested follow-up tasks
- Sending and receiving e-mail messages
Campaigns
- Planning marketing campaigns
- Creating marketing lists
- Quickly sending newsletters or mass e-mails
- Monitoring costs and revenues for marketing campaigns
Want CRM in your company?
Tell us how you handle sales and customer care today and we will show you how the application would work for you.