Manage leads, prospects and customers
Centralize all your customer, prospect, and contact information in a single, accessible database for your entire team.
- Lead creation : Easily add new leads with customizable fields.
- Prospect segmentation : Categorize and segment your prospects based on criteria such as industry, location, or purchase history.
- Interaction history : Track all past interactions with each contact, including emails, phone calls, and meetings.
Manage quotes for prospects and customers
Simplify and automate the creation of professional quotes with our CRM's integrated quote management module.
- Generate quotes : Create quotes in just a few clicks using information stored in the CRM.
- Customize offers : Adapt each quote to meet the specific needs of your clients.
- Quote tracking : Monitor the status of each quote directly within the CRM.
- Manage versions : Handle revisions and changes to quotes without losing the history.
- Convert quotes to orders : Once a quote is accepted, convert it into an order or invoice with a single click.
- Analyze quotes : Track conversion rates, identify the most effective templates, and adjust your sales strategies based on collected data.
Shared calendar for appointments, tasks and calls
Centralize the management of your appointments, tasks, and calls with a shared calendar.
- Consolidate appointments : Schedule and track all your client and prospect appointments in a shared calendar.
- Manage tasks : Assign, prioritize, and monitor tasks related to clients and projects within the shared calendar.
- Call tracking : Record and schedule your client calls directly in the CRM and track the communication history for each client.
- Coordinate sales team : Use the shared calendar to coordinate the activities of your entire team.
- Sync emails : Integrate your calendar with your email system so that meeting invitations, task reminders, and call confirmations are automatically updated in your CRM calendar.
Manage sales opportunities
Track and manage each sales opportunity from start to finish to maximize your chances of closing deals.
- Sales pipeline : Visualize and manage your sales opportunities at every step of the sales cycle.
- Offer tracking : Create, send, and monitor commercial proposals and quotes.
- Opportunity analysis : Access detailed reports on your sales performance and conversion rates.
Automate marketing
Automate your marketing campaigns to reach your customers and prospects with the right message at the right time.
- Email campaigns : Create and send targeted emails using customizable templates.
- Audience segmentation : Adapt your campaigns based on segments within your database.
Manage customer service
Enhance customer satisfaction with tools for handling requests and tracking tickets.
- Ticket management : Create, assign, and track customer support requests until resolution.
- Knowledge base : Develop a knowledge base to provide quick answers to frequently asked questions.
- Satisfaction reports : Measure customer satisfaction and identify areas for improvement.
Manage your projects
Track and manage customer projects to ensure delivery on time and to specifications.
- Project planning : Create project schedules with clear milestones and deadlines.
- Task tracking : Assign tasks to your teams and monitor their progress.
- Project reports : Obtain reports on project status and team performance.
Reports and KPIs
Make informed decisions with detailed reports and real-time analytics.
- Custom reports : Create adapted reports to analyze the data that matters most to your business.
- Real-Time dashboards : Visualize key performance indicators (KPIs) on interactive dashboards.
- Sales forecasting : Use historical data to project future sales and plan your resources accordingly.
Why Choose Our CRM ?
Choosing our CRM means opting for an innovative solution that transforms the management of your customer relationships. Our platform offers an intuitive interface and powerful features adapted to your specific needs, allowing you to enhance team efficiency and maximize customer satisfaction.
- Total integration : A single platform to manage all aspects of your business.
- Scalability : Supports the growth of your company.
- Security : Data is secured and accessible only by authorized personnel.
- Dedicated support : A team of experts available to assist you at every step.
Contact us today for a personalized demonstration and discover how our CRM can transform the way you work.