What if you knew your customers very well thanks through our CRM tool ?
The CRM module is an essential tool for the commercial management of prospects and customers. That way, you will know better how to define them and you will be able to set up a real follow-up and come up with an appropriate commercial offer.
• Providing all information (customers, prospects, etc.) on a single sheet.
• Configure the tabs and information in the form according to your requirements (report, dispute, etc.).
• Creation and management of reports and prospecting actions in the file.
• Ability to attach documents to the form or to the reports.
• Ability to manage linear measurement values and attach one or more photos (electronic document management option).
• Visualization of statistics in Google Maps with filter / mapping option.
• Use of dashboards (dashboard option).
• Ability to notify specific people when entering a report.
• Providing a questionnaire at the end of the report in which instructions can be given.
• Management and monitoring of sales opportunities.
• Creation of mailing campaigns and follow-up of these campaigns.
• Task management thanks to planning.
ADVANTAGES OF THE COPILOTE ERP CRM MODULE
• Module perfectly integrated in the COPILOTE ERP
• Use the business intelligence tool to create statistics and dashboards
• Configurable module according to user profile: telemarketer, sales representative, manager, etc.
• Real market knowledge and follow-up of your customers / prospects / suppliers …