Archive For The “General Functionality” Category

Employee Management

Employee Management

Employee management is one way to help turn an underperforming employee around or prevent high-performing employees from becoming a weak performer. The concept of employee management is more than just making sure that people are doing their jobs; it’s a variety of procedures and strategies that can help you measure, monitor, and interact with the…

Customer Management

Customer Management

Customer management is a business process in which client relationships, customer loyalty and brand value are built through marketing strategies and activities. E-CRM allows any businesses to develop long-term relationships with established and new customers while helping streamline corporate performance. Our E-CRM incorporates a lot of functionality to communicate with customers, such as customer email…

Advanced Customer Management

Advanced Customer Management

Advanced Customer Management setting in ALL-IN-CRM, use to sort all customers by the services, each service can contain customers of different types of business or price in the warehouse product list. The administrator can create an unlimited number of services and adding customers to it manually from the customer profile or during the importing process….

Buffer,  smart tool for bulk operations

Buffer, smart tool for bulk operations

In computer science, a data buffer (or simply a buffer) is a region of memory used to temporarily store data while it is being moved from one place to another. ALL-IN-CRM buffer using for to accumulate a list of products or customers and provide bulk operations which selected items. The operator can add products to…

Task Calendar

Task Calendar

ALL-IN-CRM task system is fully integrated with customers, employees, orders, SMS, calls, and other modules. The Task system has internal (instant message) and external (SMS, emails) reminders. Any employee can manage their own tasks, send tasks to other employees and get tasks from the manager. Managers can control all tasks and change status or modify…

Cron Controller and its Roles Management

Cron Controller and its Roles Management

The cron controller manages ALL-IN-CRM data processing. Cron role management manages data processing processes depending on the type of ALL-IN-CRM portal. (e-commerce, warehouse, finance, documentation, or other)

Smart Uploader

Smart Uploader

ALL-IN-CRM  includes an own-build Smart Uploader that helps employees upload documents and images to CRM.  Using our uploader you can upload documents much faster and easy than in any other CRM system. Smart uploader functionality: Standard, file selecting from PC Drag and drop one or multiple files from the PC Copy document from the monitor…

Document E-Signature, built in ALL-IN-CRM

Document E-Signature, built in ALL-IN-CRM

ALL-IN-CRM has its own electronic signature system. You can create a document with 4 different priorities such as a salesperson, sales manager, Company CEO and other. Your e-signature document can be sent to a customer mobile device or computer. An electronic signature or electronic signature refers to data in electronic form that is logically linked…

Phone call system, builtin ALL-IN-CRM

Phone call system, builtin ALL-IN-CRM

ALL-IN-CRM has a builtin phone system with fully integrated with CRM.    The employee can make a call directly from customers list, customer profile or from the general line. All calls can be saved in history and users can play any recorder call directly from CRM. Before calling, the employee can see the local time…

Postal address verification, builtin ALL-IN-CRM

Postal address verification, builtin ALL-IN-CRM

Address validation (sometimes called address verification) is when a given address is compared against an authoritative database (like the USPS or Google maps) to see if it can be shipped to. If it’s registered with the database, the address will be marked “valid,” which means it’s real and your mail will make it there. If…

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