FAQ CRM

What is CRM ?

CRM means Customer Relationship Management The relationship management is a strategy whereby the company aims to understand, anticipate and manage the needs of its customers and prospects. Managing...

What is CRM ?

What does Cloud mean ?

Cloud computing is a new concept often represented by a bubble of clouds. Under this trendy term is the idea of hosting your data and your web applications in data centers so that they become...

What does Cloud mean ?

What is SFA ?

SFA means Sales Force Automation : sales force management. It is a sub-CRM. The sales force management is designed to automate the sales cycle : Entering plans and forecasts; action plans and...

What is SFA ?

What's new in CRM

CRM and Slack connector

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. ...
Digital signature of quotes and contracts

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 ! The solution allows to send automatically by email...
Subscriptions and recurring billing management solution

A Subscription and Recurring Billing management solution that enables you to easily process customer contracts and optimize administrative tasks. Our Contract/Subscription module provides you with a...
CRM Geolocation module : maps, itineraries and geomarketing

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...