1. Integration with invoicing and warehouse programs;
  2. Company resource support;
  3. Product management;
  4. Service management;
  5. Custom print templates.

Any CRM system for building customer relationships is a tool that improves company management taking into account modern market realities.

This is possible thanks to the basic and additional program functionalities such as:

  • Auctions and order processing;
  • Integration with billing and warehouse programs;
  • Company resource management;
  • Product management;
  • Service management;
  • Custom print templates, and so on.

The diverse functionality of the program allows, for example, registering proposals and orders for clients in the system, as well as orders placed with suppliers. By being able to supplement product files with descriptions and photos, the CRM allows you to create an attractive graphical offer.

Integration with Invoicing and Warehouse Programs

The module should be able to manage invoices entered into the CRM database from an external invoicing program. This way, you don’t need to make changes in each program separately. Thanks to this, it is easier to control inventory and ship the goods to the customer.

Company Resource Support

The system should allow planning the use of resources in your company. Resources can be both employees and company-owned tangible assets, such as cars, furniture, or IT equipment.

Each authorized person will be able to place an order, specifying its purpose, time, and selecting the necessary ingredients from the list. The CRM system will automatically notify you when a resource is reserved or unavailable.

Product Management

A customer relationship management system can import products from an external invoicing program. It is also possible to add items from within the application itself. When adding a product, you can specify whether it is commercial, service-oriented, or, for example, promotional. Additionally, technical documentation, certificates, or photos can be attached to the files.

Service Management

An effective CRM system should gather data on the servicing and repair of individual devices. The information stored in this module includes, among other things, the history of checks, servicing and installation, contractors, and payment dates.

In addition, it is possible to set relevant reminders for warranty expiration, the need for checks, or the need to prepare another proposal related to a particular installation.

Custom Print Templates

Thanks to this feature, the software can be adapted to the needs of each company and even to specific employees. In addition to creating original print templates, you will be able to create new ones based on existing templates.