Customer Relationship Management (CRM) to Interact with customers using data analysis
Prospects and Customers
Track your prospects and customers, and reuse them in other modules.
Create your prospect or customer
Manage alternative contacts/addresses
Set status and potential of your prospects
Create and convert your Quotes, Commercial proposals, Sale Orders, Interventions, Invoices, etc.
Follow-up your prospects, and your customers
Create your Lead/Opportunity
Use your opportunities for a 360 degree view
Follow your open opportunities
Analyze your performance
Follow-up your prospects, and your customers
Opportunities
Create and follow all your leads/commercial opportunities
Proposals
Create and send professional-looking proposals to your prospects and customers instantly
Create your Quote or Commercial Proposal
Process your commercial proposal
Follow the status of your commercial proposals
Analyze your performance
Create your Order
Process your Order
Follow the status of your open Orders
Analyze your sales or delivery performance
Sale Orders
Manage your customer or supplier orders.
Manage your order workflow and product stock according to your rules.
Contracts and Subscriptions
Manage customer/supplier contracts and subscriptions.
Generate recurring invoices of subscriptions automatically.
Create Contract with subscribed services
Convert your customer contract into one-time invoices or recurring invoices
Follow and manage your contracts and services
A portal for your partner or customers to report tickets or issues
Follow and answer tickets
Create tickets automatically from emails
Help Desk | Tickets
Manage a help desk / follow issues
