EXTENDED CUSTOMER BASE

Manage customers, suppliers, partners in a single and structured interface.

All contacts information is accessible from a single interface. Granular filtering options grants you to find always what you search avoiding waste of time. This structured approach allows for better coordination and efficient communication..

  OMNICHANNEL COMMUNICATION

Seamlessly communicate with your partners using their preferred channel.

Stay connected with your business partners through their preferred communication channels—whether it’s email, SMS, phone call, or WhatsApp. Regardless of the channel used, all your messages will be consolidated in one place for easy access and consultation.

  CUSTOM WORKFLOW DESIGN

Adapt the sales process to the specific and unique needs of your business.

By adapting the pipeline to reflect your specific stages, priorities, and workflows, you can improve tracking, enhance team coordination, and increase the likelihood of closing deals.

  PROCESS AUTOMATION

Automation rules can bring efficiency by releasing your staff from tedious tasks.

Automation rules can significantly enhance efficiency by freeing your staff from repetitive and time-consuming tasks. By automating lead generation, customer acquisition or marketing management activities, your team can focus on high-value tasks.

  E-SIGNATURES

Use E-Signatures to speed-up opportunities conversion rate.

Incorporating e-signatures into your sales process accelerates the conversion of opportunities by allowing quick and secure signing of documents. This eliminates the delays associated with traditional paperwork, enabling faster agreement finalization and enhancing the overall customer experience.

  CUSTOMIZED QUOTATIONS

Produce stunning quotation documents tailored for your customers.

The sales module included in our solution allows the creation of visually appealing offer/quotation documents, customizable for each of your products. This tool enables you to design professional quotes, even tailored for each customer.

  FIDELITY PROGRAMS

Improve customer retention with effective fidelity programs.

Implementing robust fidelity programs can significantly boost customer retention and satisfaction. Reward your loyal customers with points, discounts, or exclusive offers tailored to their purchasing behavior.

  DISCOUNTS & PRICELISTS

Manage distinct business lines from the same CRM.

Effortlessly manage multiple business lines within a single CRM solution. Use discounts or custom price lists to target specific customer segments or markets, all while maintaining the same sales interface.

Technical Support Services for your business solution

Our flexible Omni-channel Customer Service offer is designed to fit any level of support you may need, from self-service troubleshooting guides up to direct hands-on support.

Get the access to one of our Support Service Package so you get covered!

Training Services, get your teams up-to-speed

We can train your workforce, so you enhance your productivity by empowering your team to be independent and confident when operating the system.

Our tailored approach aligns training goals with your business objectives and equips your team to handle real-world challenges, ensuring effective solutions for your specific business scenarios.