CRM components

Improve your commercial approach with an automatic scoring system !
Lead scoring enables you to define a customized and automatic scoring system to optimize the processing of leads and potential customers.
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Increase efficiency integrating the CTI solution, Aircall!
The connector between the CRM and Aircall (Cloud telephony solution) allows to manage outbounds and inbounds calls directly from the CRM.
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Make your LMS and your Training Management Solution work together !
The connector between the Training Management Solution and your LMS allows you to link their applications. With a system integrating both the Training Management Solution and the LSM, the…

Create and send surveys with a few clicks!
The online form and survey system is integrated to the CRM solution and makes it possible to create a survey, to collect the results and to analyze them.
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Increase your productivity through the automation of operational processes !
Our module for the digital management of processes and alerts (Workflows) enable you to manage your operational processes and increase your productivity.

Manage your sales leads and optimize your marketing campaigns
The module enables you to organize the processing of sales leads from their identification to their conversion in commercial opportunities.

Increase your agility with Slack and your CRM !
The connector between your CRM and Slack allows you to connect the applications in order to increase productivity and improve teams collaboration.

Interconnect Freshdesk with your CRM !
The connector between your CRM and Freshdesk is a way to interconnect the applications. With an integrated solution composed by your CRM solution and an Helpdesk solution the customer loyalty is optimized and…

Digital signature, and what if we'd go into high gear ?
Sign faster and increase your sales with the digital signature of quotes and contracts !

Customer reminder management made simple and easy !
Our sales management modules come with a reminder management

Organize and drive your events in a dedicated module !
The solution helps you to succeed both the management and the promotion of your events. It includes enrollment management and useful documents transmission. The tool can also manage an events schedule…

The outlook extension lets you interface SugarCRM with Microsoft Outlook.
It makes it possible to easily integrate SugarCRM within your working environment and facilitates the work of users on the move. You can easily synchronize your contacts between…

Automatic and electronic delivery of invoices : Blue note systems pulls up your sales !
Reduce your costs and simplify your processes with invoices automation and dematerialization.
The solution allows to deliver automatically by email, your invoices,…

Analyze data, measure performance
We offer an analysis and decision-making tool directly integrated to your CRM solution.
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Synchronize your CRM data with Google Apps easily !
We integrate Google Apps in your CRM solution.

You are on the right way !
Blue note systems provides you with a module for the geolocation of customers’ accounts, contacts and leads registered in your CRM solution.
The module works with Google maps, enabling you to easily access maps and find…

You are on the right way !
Blue note systems provides you with a module for the geolocation of customers’ accounts, contacts and leads registered in your CRM solution.
The module works with Google maps, enabling you to easily access maps and find…

Send SMS text messages directly from your CRM system
Our CRM solution gives the pos

Multi channel campaigns : the right message to the right recipient !
Mass-marketing campaigns management makes it possible to automate marketing, be it emailing, telephone selling, telemarketing, telesales. Blue note system is your one-stop shop for a…