CRM / Contacts Module
The contacts module is where you store information about suppliers, clients, and anyone your business interacts with. It provides a complete view of each contact, including sales, invoices, and tasks, centralizing all interactions in one convenient location.
Customer Detail Page
With all the relevant information in one place, you don't have to waste time searching for it or switching between different systems. This can save you a lot of time and allow you to focus on more important tasks.
You can also rate a customer according to their importance and add their discount rate.
Email and text messages automations with your customers
With our emailing module, you can email your customers directly from our software. You can also configure emails and text messages (SMS) automatically sent to your customers to let them know an order/repair is ready.
When you create your order/ invoice/ important documents, don't waste time and directly send it to your customer.
In addition, to make your life easier, you can use email templates that you've drawn up in advance. It's an enormous time-saver.
Simplified Collaboration
With our CRM, you can easily share information with your team and collaborate on projects. This can help improve communication and coordination within your organization.
On each client information, you'll see a chatter, it allows you to communicate with your coworker. Simply tag the name of the collaborator and they'll get a notification by email and on the notification alerts.
