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

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...
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...
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 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. ...