CRM solution for BtoB professionals

Improve profitability and customer service with our Sales management and CRM solution

Our CRM solution for BtoB professionals is specifically designed for businesses that wish to enhance the performance of their sales representatives and the quality of their services.

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CRM features

Our solution includes all the features of an Operationnal CRM and a Marketing CRM solution. It includes commercial leads management, business management and monitoring, price quote management, proposals with digital signature and marketing campaigns management.
Scoring functionality for leads, customers and polls and process mapping are also included.

Logiciel CRM pour le secteur des services aux professionnels

 

Sales, subscription monitoring and invoice management

Our CRM solution for BtoB professionals also enables you to manage service contacts and the invoicing of subscriptions. 

Customer service

A dedicated module for customer service enables you to keep track of useful information. The user collects data, assigns assistance tickets to the right members of staff and monitors their processing in real time. 
A customer portal enables your customers to send a request, ask questions, monitor the responses and a notification feature notifies them when an answer has been given to their inquiries. The configuration settings and continuous upgrades offer you autonomy and flexibility. With our solution your business will be able to enhance its quality of service and to offer improved services to your customers.

We also offer an API solution for the customer portal that enables you to synchronize our solution with your customer area.

Main features

  • Sales leads or commercial opportunities management
  • Business deals and opportunities management
  • Activity management: phone calls, meetings and task to do.
  • Price quote and order management.
  • Invoice management.
  • Subscription management - send subscription invoices automatically.
  • Interface with the accounting software.
  • Automated dispatching of messages and documents through various channels: Text message, e-mail and direct mailing.
  • Mobile app: Use our solution at any given time with our Android or iOS compatible offline mode.
  • Customer service: requests monitoring, assistance and claims - all are linked to the customer contract.
  • Ticket management, monitoring of service contracts and knowledge base.
  • Customer portal to ease the management of customer service.
  • Full statistics module: monitoring of weekly visits, activity report of your sales representatives, monitoring of the efficiency of your customer service, and more!
  • And much more
Mis à jour le :
13-10-2019

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