CRM Solution for software editors and IT services companies

Customer experience management software : boost your sales, optimize your processes and improve your customer service !

Software editors and IT services companiesThe vertical solution for software editors and IT services companies is specifically designed to help companies  that would like to boost their sales and improve their quality of service. 

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Customer Relationship Management (CRM)

The solution includes all the CRM features such as leads management, opportunities follow-up, quotes management, marketing campaigns...

Sales management, invoicing follow-up, subscriptions and contracts management

The solution have a sales management module with an effective quote creation module with digital quotes signature functionality, orders, deliveries and invoices management. 

The vertical dedicated to IT services companies is able to manage contracts and to charge subscriptions.

Customer service management

We offer a complete customer service management integrated with the CRM solution and sales management. 

The software has a simple and powerful ticket management module, a customer portal with an knowledge base, forums and SLA measurement. 
A contract management module, a licenses and software versions management and a ticket management module are also available. 

A dedicated API for the customer service is also available to synchronize the solution with your customer space. 

Main features

  • Leads management.
  • Opportunities management.
  • Activities management : calls, meetings, tasks...
  • Quotes management and commercial offers management : create your custom quotes with or without templates, easily send you PDF documents directly by email from the CRM, propose your customers a digital signature for your commercial offers and your quotes.
  • Orders and deliveries management
  • Customer invoices generation.
  • Subscriptions management- subscriptions' invoices generation automation 
  • Interface with the accountancy software
  • Documents and messages automatically send using different channels :  SMS, Email, Mails ...
  • Customer service management :
    • Multi-channel tickets management, contracts and licences management
    • Customer portal to manage the customer service.
  • Reports and statistics.
  • Mobile application.

 

Mis à jour le :
30-09-2016

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