Modules and Functions CRM Software

Discover the features of your CRM offers !

We offers a full range of CRM (Customer Relationship Management) covering all the functional requirements of Customer Relationship Management: Sales Force Management (SFA) marketing automation (EMA), Management trade, statistics and decision, customer service management.

Table of functions and features by topic

Modules and Functions CRM

General CRM functions

  • Companies Management
  • Contacts Management
  • History actions
  • Shared Calendar
  • Sending and Receiving emails
  • Sending SMS Letters SMS
  • Templates and mailing
  • Base documentaire
  • Archivage et galerie photo
  • Geolocation : route calculation and preparation of tours Géolocalisation
  • Opportunities follow up and sales force automation Sales Force Automation


Sales functions : CRM and Business management modules Business management software

  • Products Management
  • Quotes management
  • Orders management
  • Invoices management
  • Invoices dematerialization : Automatic delivery of invoices with electronical signature. Gestion de la facturation récurrente
  • Subscription management : easily manage recurring billing Subscription management, manage recurring billing
  • Payment management – cashing, tickler
  • Reminder Management Reminder management
  • Gestion des objectifs


 Supplier Relationship Management : SRM

  • Suppliers management
  • Purchase Quote, request for proposal and request for informations
  • The management of negotiations and monitoring of procurement
  • Contracts suppliers


Reports and dashborads statistics :  CRM analytics CRM analytics

  • Statistic dashboard Statistics dashboard
  • Statistics and PDF reporting
  • Dynamic statistic dashboard
  • Decision-making – Business  Intelligence Business intelligence


Marketing functions : CRM Marketing CRM Marketing

  • Manage leads and prospects
  • Marketing campaigns management
  • Emailing Campaigns , SMS, ...
  • Direct Mail Campaigns
  • Social media


 Customer service

  • Incidents and requests - tickets management
  • Knowledge database
  • Customer portal – self-service client area
  • Service contract management


 Automatisation et Workflows

  • Activity and alert management
  • Ready-to-use requests and alerts
  • Process automation
  • Third-party application management – Link your CRM
  • Computer Telephony Integration (CTI) for incoming and outgoing calls Computer Telephony Integration (CTI)


Pairing and mobility

  • Add-ons for Outlook, Lotus, Thunderbird  and more
  • Pairing of your CRM with GoogleApps (Google Calendar, Google Documents and more). Connecteur Google
  • Mobile application for Android, Blackberry and iPhone Mobile application
  •  Mobile application for iPad Mobile application for tablet


Employee management

  • Employee management
  • Leave and absence management
  • Mileage costs management
  • Travel expenses management



  • Data Import/Export des congés et absences
  • User customization : configure tabs, filters and more
  • Access rights management for users
  • Team management: authorizations and access rights management


 Caractéristiques techniques

  •  Web interface
  • MySQL 5 database
Blue note systems provides CRM solutions for each line of business. Read more : Solution CRM métier


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