CRM

This Customer Relationship Management (CRM) module enables the automation and management of commercial activities with the goal of facilitating access to customer information through instant messaging.

The CRM is designed to streamline user information. The managed data allows for automatic tracking of the sales cycle, measurement of the company's marketing productivity, and ongoing evaluation of the fulfillment of the company’s set goals.

Data Collection and Analysis

Obtain information from various departments such as sales, marketing, and after-sales services. This marketing tool is key to keeping track of customers and achieving user loyalty. In case of any issues, the data collected during customer service interactions can be used to provide an immediate and timely response.

Workflow Organization

Create a work method that successfully accompanies you from the start of the project to its completion. Gain greater clarity on the processes to follow to solidify your relationship with a client. Manage a fixed workflow tailored to each client.

Task Automation

Set goals for your company and achieve them through the scheduling of standard tasks. The module handles registering information for potential clients, organizing meetings, sending emails, and planning appointments. Get more work done in less time.

Daily Reports

Monitor your customers' behavior toward potential sales. Access reports, graphs, and statistics about the actual sales status. Manage the full profile information of the client and the service to be negotiated. Segment clients for specialized attention based on data obtained from reports.

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