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The CRM contains instruments to create reports, import/export contacts, carry out analysis, and to perform segmentation of the target audience as precisely as needed. Incoming contacts or leads can be divided among sales managers, marketing campaigns can be analyzed, and access permission to any deal or lead can be varied depending on its status or other parameters.
The interface in the CRM is convenient and intuitive, and it includes a CRM-only activity stream. This stream is a universal interface that enables actions (notes, emails, tasks, meetings and phone calls) to be initiated on any object or objects in the CRM from a single point. Most importantly, CRM lets you decide whether to store data in cloud or on your own server.
REPORTS AND SALES FUNNELS
A quick look at the sales funnel gives an immediate account of transactions in progress and their respective stages. Stages can be added easily and each one appears in a separate line and different color. The length of the line corresponds to the total sum of the deals at that stage, and a table with the numeric values is displayed below the funnel. Importantly, CRM lets you have unlimited sales pipelines and build multiple sales funnels if you have several product lines or profit centers.
Dashboards in CRM are instant snapshots of the most important sales activities. Each agent can see how many deals they’ve won, how many clients haven’t been invoiced yet, agent’s rating in comparison with other sales team members and so on. Dashboards are currently available for deals, leads & invoices and are in the process of being added to all other CRM entities (Contacts, Companies).
• Customizable fields
• Customizable statuses
• Add items from product catalog or manually
• Flexible taxes and discounts
• Convert quotes to CRM documents (invoices)
• Print or email quotes
INVOICES INSIDE THE CRM
The CRM allows you to create personalized invoices instantly. Client data from the CRM are automatically inserted into an invoice - just select the appropriate Contact or Lead. Recurring invoices are supported.
Products and services that are included in an invoice can be selected from existing items, or you can create new ones on the fly. When done, you can send the invoice directly from your CRM to the client's email address, save the invoice as a PDF file, and even print it out right from your web browser!
SALES TARGETS AND QUOTAS
Sales targets can be set directly inside CRM. This means you can set goals for each of your sales agents, each pipeline, entire company, and track their progress in real time. They can be set in two different ways - either as a number of deals that have to be won for a set period of time, or a minimum required sales volume.
CRM WEBSITE FORMS
Free web form builder inside CRM can be used to create any form. Templates for most popular form types are already included. The forms are entirely customizable, including using custom CSS and images, and can be embedded into websites or hosted with CRM public pages. CRM forms support field rules (conditional logic), post submit redirects, product catalog and online payments. Information submitted via these forms ends up in CRM as leads, contacts, companies, deals, quotes or invoices, depending on settings selected.
Open channels connect most popular social networks and messengers with CRM. Client messages from Facebook, VK, Telegram, Skype and other platforms are distributed among CRM users according to the set rules. Even though your employees use CRM to communicate with clients real time, the clients will see all replies in the social network or the messenger they initiated the contact with. Open channels work with mobile, desktop and web versions of CRM apps.
EMAILS TO CLIENTS
Email marketing is free in CRM. Send individual or group emails to a list of leads, contacts, or companies. Each CRM manager can use a separate email account or you can assign a single email address to be used by all.
Message templates, mail merge and integration with most popular email marketing platforms are available as well.
Whether you use CRM, email client, webmail or mobile email app to send emails, all messages will be synced with the CRM and appended to the appropriate CRM object.
CALLS TO CLIENTS
Calls to clients can be made directly from the CRM using IP telephony via b-inTouch. This integration between CRM and b-inTouch allows you to make web phone calls directly from a browser or Desktop App. You can also record phone calls that you make from the CRM.
Additionally, it is possible to use IP-telephony applications (Skype, Lync, or other).
ACCESS RIGHTS AND ROLES IN CRM
You can assign access to CRM elements in a very flexible way, dividing them among company employees at any stage of the customer engagement process. Any group, department or individually selected user in the intranet may be assigned a 'role' such as sales manager, team leader, administrator, etc. These roles can then be allowed access to elements of the CRM.
CRM keeps a detailed log of which employees accessed your CRM records and what they did with them. As an administrator, you are able to view this information and restore previous values if necessary.
There are a number of sales and marketing automation rules inside CRM that can be triggered by a variety of events. For example, you can add or remove clients to and from remarketing lists based on their behavior. Or you can automatically call or send emails to clients a set number of days before their current subscription expires. You can fully automate your sales funnel, segment leads based on their actions and responses and push deals down the pipeline with minimal human involvement.
CRM is an innovative CRM system that offers integration with leading face recognition services. This means you can greet your clients by name even when they enter a newly opened offline location they've never been to before. CRM can work as a traffic counter and tell you how many visitors to your brick and mortar store or office are new and how many are returning. All you need is a camera, a computer and reliable internet connection.
BUSINESS PROCESSES IN THE CRM
Leads and Deals can be processed with substantial automation using business processes. A business process can contain any and all possible actions with CRM elements: sending email, assigning responsibility, setting tasks, etc. Business processes can change the status of elements, fill in fields, and create new elements such as deals.
Check out our video on Business Processes in CRM. Business processes in the CRM and document library are the best way to make CRM fit the unique operations of your company. This video shows how to set up a simple, automatic action that sends a notification to a user located based on the properties of the CRM object itself.
APPS & INTEGRATIONS
• Dropbox, Box, Google Drive, OneDrive, etc
• Data2CRM (migrate to CRM from other popular CRM)
• Web forms for any site
- And More
INTEGRATION WITH YOUR WEBSITE
You can easily integrate this free CRM with your website. CRM lead capture tools, such as live chat, website forms or callback widget all come with embed code that works with any CMS or ecommerce platform – no coding necessary!
Additional integration options are available via REST API.
WEBSITE AND LANDING PAGE CREATOR
Create free website and landing pages that are linked to your CRM directly from inside your CRM accounts. CRM Sites utilize visual block-based editor, don’t require any HTML coding and come with free templates as well as royalty free HD images. They place nicely with CRM email and marketing automation tools and we’ll give you free hosting with unlimited pages and bandwidth.
Free Mobile App
The CRM is accessible in the Mobile App so you can find the information you need while on the move. CRM Mobile CRM allows creation or editing of CRM entries and invoices directly from a mobile device. You can use the product catalog, browse client records, and even make calls from your Mobile CRM! Find out more about the Mobile App.
Download the app from the Apple App Store or Google Play Market and install it on your phone or tablet.
There is little question that the wild popularity of social networks comes from the fact that they solve a basic problem – ease of communication – in a way that is superior to previous options. Imagine putting the power of enterprise social networking into your company’s daily operations!
CRM provides tools for task management, document sharing and time tracking integrated into just this type of social interface for maximum efficiency of communications and work. Use CRM in your office, or anywhere you like with the free mobile app!
TASKS & PROJECTS
CRM has extensive organizational features which enhance efficiency at the personal and group levels. Tasks can be defined for oneself or assigned to a colleague, or delegated after being received. Project management features of the product are imbedded in the ‘groups’.
Any project can have a dedicated group where all of the files, discussions, and tasks pertaining to that project are stored and accessed only by those users who are relevant to the project. Time spent on each task within the project can be tracked, and tasks are integrated into the group calendar. Furthermore, projects can be created in the Extranet, so clients or partners can participate fully in them.
CHAT & VIDEO
Time is money and nothing is faster than real time communications. CRM gives you a wide choice of real time communication tools, from instant messaging and group chat to phone calls, mobile messaging, video calls and videoconferencing. There is no need to integrate anything, these real time communication tools are built into your CRM account including Instant Messenger, Voice & Video calls and Group Chat.
Uploading your shared files to CRM will make them accessible in a powerful document management system. Presentations, documents, videos, and any other files can be placed for download, collaboration, or private use. Most importantly, you can find any document quickly through the internal search.
Check out the video on Document Management in CRM. This video demonstrates the main features of the powerful document library in CRM. See how to edit, share, and retrieve versions from the public library or from libraries in user and group profiles.
Human Resource (HR)
HR documents and forms are available in a single location, preventing unnecessary trips to HR or the accounting office. Business processes in CRM let you automate workflows, such as Leave Approvals, Business Trips, General Requests (Internal Helpdesk), Purchase Requests and Expense Reports.
These are included in the Activity Stream, don’t require setup and are available free of charge. You can modify them, if necessary, or create custom workflows from scratch using visual Business Process designer. Workflows developed by CRM partners can also be installed from the Marketplace.
CUSTOMISATIONS & INTEGRATIONS
Click-away front-end and back-end editing of content, layouts and structure lets your quickly customize your intranet. CRM features AJAX / Active-X support and an adaptive interface with flexible settings and drag-and-drop components. The product is supplied with the full source code and an open API, meaning you can change both the content and appearance of your intranet anytime you want. Besides several layouts and color schemes, you can create and manage an unlimited number of templates for your CRM.
Standard workflows (Leave Requests, Business Trips, Expenses, Purchases, and General Requests) are included CRM Standard and Professional plans. Any time your employees need to ask for leave, submit expenses, request technical assistance or put a purchase request in, they can do it via Activity Stream. All workflow updates are posted to your Assignments and the Activity Stream.
Custom workflows can be created allowing automation of many administrative tasks and improving the speed and control of your operations.
YOU CAN TRY Customer Relationship Management (CRM) FOR A BETTER LOOK