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Customer Relationship Management

Through integration with the modules Billing and Contract Management, as well as the functional components Call сenter and Technical Support, Customer Relationship Management module provides functionality that fully covers pre-sale business processes , sales and after-sales activities.

Customer Relationship Management module is integrated with the following components:

  • a module component that combines a centralized customer database and an automatic call distribution system.
  • Technical support is a component of the system for managing maintenance and repair services for manufacturers or suppliers of equipment.

The module allows you to register the following operations in the system:

  • conducting tasks, events and meetings with managing their status;
  • keeping records of customers, competitors, contacts and partners;
  • maintaining offers, annotations and orders;
  • sales representative management;
  • management of marketing events.
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