CRM Software :  A complete solution tailored to your activity

CRM Software

No. 1 in France for trade-oriented CRM software!

Blue note systems offers a complete range of CRM solutions (Customer Relationship Management)  adapted to every trade and covering all the functional requirements to manage customer relationship, sales leads and current customers, sales force automation (SFA), enterprise marketing automation (EMA), real-time analysis and statistics as well as customer service.

A CRM solution lets you optimize the management of customer relationship, from sales leads to loyalty programs. A CRM solution aims at taking in account the personal wishes of each customer and providing them with a tailored, dynamic, targeted experience.

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Start your free trial of our CRM solution

Our CRM solution enables you to increase the direct performance of your company.

It provides the means to :

  • Reduce the cost and the cycle of the sales process.
  • Lead multi-channel marketing campaigns.
  • Identify high-potential markets and customers.
  • Coordinate sales activities from marketing to customer support.
  • Increase customer satisfaction and therefore loyalty.

A CRM platform that enables you to conduct sales wherever you are

Our SaaS / Cloud-based CRM solution offers a highly dynamic user interface and enables you to stay in touch with your customers from any type of device (PC, tablet, smartphone).  Get instantly connected with your sales leads, contacts and accounts and keep strategic trade data at your disposal with our new generation apps. Share crucial data within your company from any device connected to the Internet.

Our groundbreaking solution enables you to build a special relationship with each and every customer

As the world becomes increasingly competitive and connected, our CRM solution enables you to build unique relationships between actual individuals. Each user has access to all the details about their customers and benefits from the right information at the right moment.


CRM Software

A complete solution tailored to your activity

Our CRM solution provides a great deal of features, including: operational features, collaborative functionalities and analytical tools. In its standard version, our CRM solution addresses most of the needs of companies, which enables you to optimize your spending.

 It includes all the usual features of a CRM system (management of client companies, contacts, action management and history, shared calendar, web-based emailing system, etc.) but it also includes sales and marketing features (marketing campaign management, e-mailing, opportunity and deal management, etc.) as well as customer service features (client request follow-up, knowledge base and customer portal).

Our solutions are based on SugarCRM, to which we add our expertise and additional modules which can be generic or tailored to a specific line of business.


Turn-key modules and trade features

The modular design of our CRM solution enables the sales and marketing teams to build customer relationships that are flexible, scalable and global.
In addition to the modules specifically tailored for a specific line of business, Blue note offers many CRM components and functionalities, including: Global positioning, Product catalogue, Sales management (quotes, orders, invoices, etc.), Service agreements, Statistics and Reporting in PDF format, Objectives follow-up, Business intelligence solutions, Decision-making tools, etc.
The implementation of our CRM solution is done progressively, as your needs change.

Trade-specific solutions

Integrate your other apps to your CRM solution thanks to our connectors

Our CRM solution can be integrated with external apps and social networks, enabling you to manage customer experience in real time. It enables you to have access to customer information you have gathered as well as information gathered through external apps and social networks.
We provide connectors to link your CRM solution to your online shop, your messaging app, your ERP application, and more.
Importing data collected through your former Salesforce application is easily done.
With over ten years of experience in CRM solutions, we provide many ready-to-use connectors and can develop specific ones to address your needs.

Main features of our CRM solution



Sales leads or commercial opportunities management
  • Multi-channel integration: online forms, chat, etc.
  • Identification of your website visitors
  • Validation of postal addresses and global positioning.
  • Lead scoring function.
  • Contact status tracking (sales lead, potential client, customer)

Contacts and companies management

  • Centralization of your contacts into one unique database.
  • Grouping of companies belonging to the same group
  • Assignment of a specific advisor to a company/deal.
  • Flow chart of accounts.
  • Flow chart of the contacts linked to an account.
  • Validation of postal addresses and global positioning.
  • Additions to your legal and economic accounts: VAT number validation, link to
  • company directories (,, etc.)
  • Search for redundancies among the accounts and the contacts.
  • Tracking of economic events for each account
Business management
  • Commercial opportunity management by sales phase.
  • List of concluded deals and on-going ones.
  • History of documents linked to a deal - document types (PDF and other formats).
History of actions undertaken
  • Centralization of customer details, potential customers and history of exchanges.
Shared calendar
  • Can be accessed with other tools (messaging app, Mobile phone, etc.).
Tasks and notifications
  • Process management, automation of task creation and notifications.
Document management
  • Document template management.
  • Collaborative repository of tailored documents.
Objective management
  • Forecasts and objectives.
Product management
  • Product catalogue.
Quote management
  • Creation and modification of your business proposals.
  • Automatic creation and dispatch of quotes in PDF format
  • Digital signature of your quotes (feature enabling you to automatically send quotes to be digitally signed by email.  Documents are automatically archived after signature).
  • Multi-currency, multilingual, multi-agency and multi-company solution.
Marketing automation
  • Classification of the origins of sales leads, deals and accounts.
  • Segmentation and multi-criteria targeting of your database.
  • Multi-channel campaign planning and launching through emails, text messages and mailings.  
  • Custom reports on the results of a campaign or a survey
  • Cascading campaigns system
Global positioning
  • Global positioning of sales leads and customers to plan visits.
Integration of social networks
  • In particular, integration of Twitter and LinkedIn.
Area and sector management.
  • Automatic computation of areas and sectors.
Users and teams
  • Homepage or dashboard can be customized by each user.
  • Access management.
  • Team management.
  • Multilingual solution.
Statistics and reporting
  • Module to create customized reports.
  • Activity-tracking dashboard that can be customized.

(*) Leader in France for trade-oriented CRM solutions based on SugarCRM.

Photo credit : © Studio Adagio

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