CRM - sales management module.Leads, Deals, Quotes, Sales Funnel, Marketing Events .
With the help of CRM, you can control the sales process and increase their level.
In CRM, you can work with both existing customers and keep track of potential customers. Analyze the effectiveness of marketing campaigns. Supervise the sales department.
| Transactions are the ultimate goal and desired result of working with contacts and companies.
The transaction is carried out for the Counterparty. You can get acquainted with the history of transactions in the counterparty card, on the CRM tab.
According to the transaction data, it is possible to make a statistical analysis using the data of stages, amounts, probability of committing.
Invoices are issued in the counterparty card.
In the transaction, you can save all the necessary information, write comments, attach files, add additional contacts, indicate the current stages.
All transactions are associated with the card of a specific client and you can always see the entire history of transactions.
All user actions in the transaction card are logged and at any time you can see the history of any actions, what and when this or that user did.
AccountsYou can freely invoice your counterparties.
The details are filled in automatically, according to the counterparty's credentials and your details.
The invoice form can be freely edited to suit your style in the Word, after the document template is loaded into the system and everything is inserted there automatically.
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