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 verification, tracking email status (opened-not opened), tracking links in email body, Sending SMS, sending documents to customer by SMS, email or Fax, using advance secure technology and much more..

 

E-CRM customer management:

 

  • Message list. History of all activity with current customer. Sorting and searching by type and priority. 
  • Task list. Set/update tasks assign to current customers.. View Task today & tasks history. 
  • Warning messages.  Add very important notes about this customer. The employee must confirm warning before starting work with this customer.
  • E-CRM use special formatting mask to easy entering information.
  • Customer address verified by Google data base.
  • You can view map and street view for customer information identification.. 
  • Leads support
  • Export and import customers and leads
  • Duplicate protection. Inform employee about the similar customer in the system.
  • Advance customer search
  • Use webcam or  drag & drop uploader to add customer photo to profile
  • Real time email verification. Employee can check email address (exist or not)  in one click.
  • Build-IN SMS, Fax, email,  Click2Call function, record calls help communicate with the customer.
  • Customer documents management with document tree, drag and drop files between folders,  converting to PDF, shared folder and files, preview documents and more..  
  • Sending the documents to customer for review or/and E-Signature, using advance secure technology
  • Creating document templates with active values, filling out a template using customer information.
  • Shared customer documents between employee
  • Notes tree.  Add notes about customer
  • History of customer activity.  View incoming & outgoing email, View customer statuses history,  updating profile, orders and invoices, assign to this customer.
  • Print customer label with QR code
  • Assign multiple employee to  customer
  • Assign services to customer
  • Set current status for  customer
  • Generate order and invoice  based of services
  • Send emails to customer using templates
  • Fully customization of customer profile

 

  •   All customer names, phones and emails are fictitious and used for demonstration purposes