CRM for Consultancy, Auditing and Training

Attract new customers and improve your customer relations with our CRM and Sales Management solution

CRM for Consultancy, Auditing and Training This CRM solution is specifically designed for corporate services professionals who wish to increase the success of their sales force and improve their customer relations…

Our CRM solution enables you to select from a range of configurations designed specifically for consultants and training professionals.
From the get-go, start your activity with tools tailored to your very needs.

Learn more :

CRM features

Our solution includes all the features of CRM software from prospect management to sales orders and marketing.
Improve your sales with a flexible tool that enables you to import prospects, send emails and monitor marketing campaigns. Our CRM solution makes teamwork and information sharing easy.
Using it gives you a comprehensive view of your customers which in turn enables you to increase the efficiency of your company.

Sales management and training sessions management

Our CRM solution for Consultants, Auditing and Training professionals enables you to manage the whole commercial process from prospecting to billing.

The training management modules enable you to easily manage training sessions and their logistics.

Main features

  • Prospecting for customers.
  • Managing commercial leads: automatic data capture, monitoring, conversion.
  • Managing daily activity: phone calls, tasks to perform, emails, document archiving.
  • Knowledge database: build and share your knowledge.
  • Managing estimates and commercial proposals:  create custom estimates with or without templates, send your PDF documents easily by email and more.
  • Complete Sales management system for corporate services companies.
  • Training: manage training sessions efficiently from signing-up to scheduling and document management.
  • Service contracts: manage and monitor your service contracts easily.
  • Multi-channel marketing: emailing, direct mailing, SMS.
  • Mobile solution: access your data at any time via any mobile terminal (iPhone, Blackberry, Android).
  • Statistics: analyze your data and measure your results.
  • Activity monitoring with our fully integrated Business Intelligence features.
  • And more !

 

Mis à jour le :
05-07-2015

What's new in CRM

  • CRM Geolocation

    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...
  • CRM and Slack connector : step up your bubble !

    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

    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...
  • Subscription management software : Take it easy and relax !

    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...

Immediate call-back

Immediate call-back
To prevent automated spam submissions leave this field empty.