From 0 to 3 employees, and the self-employed
Between 3 and less than 10 employees
Between 10 and less than 50 employees
Between 50 and less than 100 employees
Between 100 and less than 250 employees
What is included in the solution Customer management?
Customer management
Storage and query the data of your customers, from your high as a business opportunity, and simulate the purchase of products or services.
Management of potential customers (Leads)
High new Leads manually or through an import. The data associated with the Leads allow you to its commercial management with the objective of converting them into customers. In addition, you'll be able to parameterize business rules for the allocation of Leads according to different criteria.
Management opportunities
Management of all the business opportunities that may require you to send the potential customer or Lead of bids and budgets. In addition, you can check the status of each opportunity (in the analysis, the bid submitted in negotiation, earned, cancelled, etc).
Actions or tasks business
Creation of actions and commercial work, both manually or automatically
Reporting, planning and follow-up commercial
Monitoring using indicators (KPIs), list of opportunities, and others, with different levels of aggregation of information. Generation of reports for monitoring your business activity, looking at rates of efficiency, state-of-phase, pipeline and other measurable attributes, according to the channels, profiles, roles, and/or stages of the trade.
Alerts
Viewing Alerts to Customers in graphic format of different types (icons, pop-up messages, etc).
Document management
Software for centralized management of the documentation able to insert and/or link to any documents relating to your business or customers.
Integration with various platforms
APIs or Web Services for the consolidation of the information and data across your entire business.