On-CRM

On-CRM Is an online CRM system for accounting customers, task management and activation of sales departments. Principle: included and work. Customer lists, history of interactions, current tasks - now under your control.
CAPABILITIES

• Single Base of Clients, suppliers, partners

All the necessary data about customers and contact persons are collected in one place. A classification according to various characteristics is possible. The history of interaction for the whole period is available in the client card.

• Sharing access to customer information

There are two roles in the system: Manager and Manager. The manager can only view his customers, his tasks and his transactions. The manager can work with all the information.

• Simple and convenient calendar

The diary allows you to carry out tasks in time, from which the history of the relationship with customers develops. There is an opportunity to delegate tasks and set reminders of upcoming events. The system warns customers and employees' birthdays in two days.

• Monitoring employee performance

The system provides statistics on the number of created and implemented tasks for each employee in the form of a table and a schedule. This allows you to identify effective and retarded employees for a day / week / month. OTHER FUNCTIONS

• Easy export and import

Getting data from CSV and Excel, uploading to Excel. Data export is available only to the account owner. Managers will not be able to copy the base and "carry" with them.

• Identifying duplicates

When adding phones and e-mail addresses, the system checks and shows the availability of similar data from other counterparties.

• Transactions and sales

Planning and accounting of sales and payments, control of arrears and delinquencies.

• Module for sending letters

Mailing letters based on customer base analysis. ADVANTAGES

• Access from anywhere

Work with your customers not only in the office, but also on a business trip, at a meeting or at home.

• Start without attachments

Save on the software, server, system administrator and, possibly, at the office.

• Differentiation of access rights

The employee sees only his clients and his tasks. The employee can not "carry" the Base with him. Access to the Database may be restricted at any time.

• Employee Activity Monitoring

Employees can be both office and remote. The monitoring of the activity of employees does not depend on the place of their stay.