APEK CRM Lite Customer Relationship Management System

APEC CRM Lite - A powerful system of customer relationship management, which allows you to centrally structure information about customers, sales, purchases, finances, tasks and personnel. The functions of APEC CRM Lite enable managers to analyze and control business processes in the organization, as well as increase the efficiency of managers.
Components of APEK CRM Lite:

• Contacts - CRM-module containing complete information about customers, suppliers or competitors. Providing access to the entire history of interaction with the counterparty - from communication to payment. A rights distribution system for adjusting who can customize, view and edit information. Grouping and filtering data.
• Tasks - a module consisting of several subsections (cases and tasks) with which you can create tasks, plan cases and monitor their implementation. It is convenient to tie tasks to the objects of the system: the counterparty, the contact person, the event, the project, the account, the contract and the document.
• mail - module CRM-system for sending e-mails (commercial offers, price lists, shares, news, congratulations, etc.). Each user of the CRM-system can create and implement personalized mailings on the basis of counterparties.
• Sales - module for accounting of projects, orders, invoices, contracts and documents. The program user can see the status of each order and react to changes.
• Procurement - module for accounting of purchases of goods. Allows to keep records of applications, invoices and contracts. Contains information about the purchase of products.
• Finance - a module containing all information about the cash flow in the enterprise. Keeping a record of cash on several accounts / cash registers and in different currencies. Possibility of importing a bank statement from a client-bank.
• Library - A module consisting of subsections of files and a knowledge base. The "Files" subsection provides a file archive that contains internal documents, presentations, commercial offers, letter templates and other information. The "Knowledge Base" section contains answers to all incidents occurring in the workflow. To the answer-solution of the incident, you can attach attachments with images or files of a different format.
• Staff - a module for the formation of a staff base and the maintenance of personnel records. Displays all the information about the staff: photos, posts, telephones, addresses, passport details, birthdays and landmark events. Allows you to track weekends, holidays, sick leave.
• Configuration Designer - module for adapting the CRM-system for the tasks and specificity of a particular business.