The ultimate customer-oriented CRM

Track your leads, close deals, and appreciate your sales forecasts.

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Features of our CRM

Intuitive user interface

A hassle-free, user-friendly interface that is simple to use to enter and find information.

Lead management

To ensure lead conversion, lead generation must go hand in hand with lead management.

Communication management

Interact with your customers using emails, calls and recording transaction history.

Opportunity management

Get a complete view of your team's leads with Opportunity Management.

Customer database segmentation

Manage your customer database by segmenting them into different groups.

Contact management

Generate new leads by managing contacts and keeping them well informed about new offers.

Sales pipeline

Shows you exactly where the money is in your sales process.

Calendars with alerts and notifications

Calendars work in conjunction with the contact database and allow you to schedule meetings with clients.

Interaction tracking

Track every customer interaction, recording communications between you and your customers.

Benefits of our CRM solution

Get accurate forecasts

 
Use concrete data to make decisions
better decisions.

-Get all the information you need to make these decisions.

-Use custom dashboards to get a quick overview of your business.

-Go further in your analysis thanks to reports and flowcharts that you can use in real time.

Get more done in less time

 
Good tools = Happy employees
Plan activities based on your sales scripts: calls, meetings, mailings and quotes. Get all the information you need, directly on the opportunity: website pages viewed, emails received, etc.

A real-time preview

 
Easily pass your performances and your next ones
activities under review.
Track your performance in real time and compare it to your monthly goals.

Organize your work based on your planned next actions.

Stay connected with your customers at all times

Real-time messaging to improve the
collaboration.
Get a quick overview of what’s happening in your team. See when a colleague logs a call or sends a quote. Share ideas and files in real time and catch up on things you missed while you were away.

Complete Project Management and Customer Relations

Advanced Project Management

  • Track projects efficiently, assign multiple staff members to specific tasks, and record time spent on each assignment.
  • Generate professional invoices in one click, with the ability to track expenses and time spent on each task.

Create invoices in one click

  • Create professional invoices in one click, with the ability to attach files and send them directly to customers, including the invoice PDF.
  • Bill with different tax rates based on items, and set up automatic recurring invoices based on your settings.

Quick Quote Creation

  • Create estimates in minutes, send them to your clients and track their acceptance.
  • Ability to automatically convert accepted estimates into invoices.

Recording Expenses and Payments

  • Record business expenses, set recurring expenses, and invoice them to clients or projects.
  • Record and receive payments in multiple currencies, with the option to pay via PayPal and Stripe, or custom, bank transfer or cash

Knowledge Base

  • Access simple reports to get a quick overview of sales, revenue, customers, conversions, items, and more.

Simple Reports for Quick View

  • Access simple reports to get a quick overview of sales, revenue, customers, conversions, items, and more.