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Customer Relationship Management

A complete solution, including all activities from pre-sales, sales and after sales.

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Monitor the progress of business, increase the conversion and retention.

Maximize the outcome of your team and win new customers using CRM.

Keep track of interactions with customers and be more accurate and effective communication of a new offer.

About us opportunities
Create and manage activities to be performed
Define requirements to be fulfilled at each stage for sale
View and move business from Kanban opportunities
Manage teams, goals and productivity of sellers
CRM Features

Definition of sales teams

Work with multiple teams of sales, name leaders and managers for better management.

Salesperson registration and link with sales team

Register internal sellers and external links, and link them to your respective sales teams.

Sales Goal Setting monthly

Define and control the goals of each member of the sales and easily view the performance of each.

Assignment of Leads to team sand sellers

A simple and intuitive for each salesperson manage leads easily and opportunities. Allows you to interact in forms, move to next stage, create comments and activities for every service.

Create and set the flow for service andopportunities

Customize your stream requirements, define requirements for be fulfilled at each stage and ensure standardization and correct data feed important aspects of the sale and essential activities for each moment of business.

Lead flow management and opportunities via panels

The various panels available for leaders and managers, clearly state the performance of sales by allowing more fast and smart.

Kanban for interaction with leads and opportunities

A simple and intuitive for each salesperson manage leads easily and opportunities. Allows you to interact in forms, move to next stage, create comments and activities for every service.

Lead rating

Classify leads, generate leads, or file them for future contact.

Monitoring of Opportunity

Understand the timing of each business, check the and define strategies for each business in progress.

API for integration with websites for lead capture

Capture lesds automatically to from your website or from other using the API

Importation of Leads from of Excel / CSV

Import your leads quickly using an Excel / CSV file. Download the layout, and then load back to the system.

Create tasks, comments, and visits to leads and opportunities

Integrated agenda for managing activities related to business in progress, to customers or suppliers. Create the activities from the interaction window of the lead and opportunity or manage the from the calendar.

Task Pane with activity visualization current, and future

Overview of all activities scheduled for the members of your team. See activities for vendor and keep track of the executions.

Consultation of opportunities and leads per team, per sales personand per phase

Check team opportunities or from a specific seller,analyze history, interactadding comments or activities.

Sending emails from lead phase change sand opportunities

Be alerted when the opportunity or lead a certain stage, or when are lost.

More agility in:

LEADS
CLIENT
CONTACTS
BUDGETS
OPPORTUNITIES
SALES TEAM
SCHEDULE
REPORTS
DASHBOARD
ALLOCATION OF LEADS
MONITORING OPPORTUNITY
CONTACTS BY ACCOUNT
MANAGEMENT OF CAMPAIGNS
CONTROL OF SCHEDULE
MANAGEMENT OF CASE
CALENDAR BY OPPORTUNITIES
REPORT OF OPPORTUNITIES
TABLE PANEL BY SELLER
LEADS REPORT
CLASSIFICATION OF LEADS
ROUTING OF LEADS
USER PROFILES CUSTOMIZABLES
MANAGEMENT OF SELLERS
PRODUCTIVITY REPORT BY SELLER
CONTACTS MANAGEMENT FOR MULTIPLE ACCOUNTS
CAMPAIGN
INTEGRATION VIA API AND WEB SERVICES
REATRIBUTE LEAD AND OPPORTUNITY
LEADS
CLIENT
CONTACTS
BUDGETS
OPPORTUNITIES
SALES TEAM
SCHEDULE
REPORTS
DASHBOARD
ALLOCATION OF LEADS
MONITORING OPPORTUNITY
CONTACTS BY ACCOUNT
MANAGEMENT OF CAMPAIGNS
CONTROL OF SCHEDULE
MANAGEMENT OF CASE
CALENDAR BY OPPORTUNITIES
REPORT OF OPPORTUNITIES
TABLE PANEL BY SELLER
LEADS REPORT
CLASSIFICATION OF LEADS
ROUTING OF LEADS
USER PROFILES CUSTOMIZABLES
MANAGEMENT OF SELLERS
PRODUCTIVITY REPORT BY SELLER
CONTACTS MANAGEMENT FOR MULTIPLE ACCOUNTS
CAMPAIGN
INTEGRATION VIA API AND WEB SERVICES
REATRIBUTE LEAD AND OPPORTUNITY

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