Customize your personal CRM system
We will provide you with a core Customer Relationship Management (CRM) system that you can use to effectively manage your sales, customers and teamwork.
Full control of all customers
The CRM will provide a complete overview of your customers, contacts and suppliers from one single location. All their information is linked to your unique customer card. Information and interactions with your customers, email communications, notes, contracts, order history, ledgers and all files are linked to your customer card and found here.
Everyone in the company is able to work on the same database in real time, from various devices – desktop, tablet, mobile.
Workflow is an efficient, powerful, and flexible tool that allows you to streamline and automate repetitive tasks such as sending emails, creating activities, updating fields, etc. You design automated actions just how you need them to run, and they will be performed automatically.
We propose a CRM system including a flexible framework with over 20 modules, covering sales, support, marketing, inventory, projects, calendar and many more.
The core CRM can be seamlessly integrated with other modules such as accounting, project management, hour registration and collaboration, as well as marketing automation, campaign tools and customer service, to name a few.
Accounts and Contacts
Record sales opportunities and update relevant information and steps in the sales process while on the move.
This feature gives sales reps an informative overview of their pipeline at the stroke of a key. It also gives them the ability to record new sales opportunities on the go, for example when out in meetings, at trade shows, on the sales stand, etc.
You can also access useful reports showing the company’s entire pipeline and value at each step in the active sales processes, trends over the past 12 months, and the top 10 sales reps. This allows sales managers and management to obtain real-time sales activity and statuses via mobile or tablet.
Notification of all sales can occur directly on your laptop, mobile or smart watch.
Insight and full activity overview in real time
The CRM gives management access to a variety of reports that provide a complete overview of sales, target attainment and activity level. In the system’s budget feature, you can see attainment of budget targets on departmental, team and sales rep levels.
Trading history gives a picture of what sales activities have been taken place in the past and what can be improved. Do you want to know which campaigns and sources result in the most sales? Or whether your sales targets are realistic? You can extract a lot of useful information from the CRM system to streamline your sales process.