CRM for sales management

CRM for small and medium-sized businesses

Our CRM for teams to develop your sales:

Drag and drop option
Personal CRM tab for managers to manage their own customers
Sales management tab
- Access to each salesperson’s CRM
- Access to a compilation of all the team’s customers by category: customers, prospects, proposals in progress
Team statistics tab
- RDV
  - Number of team meetings
  - History of appointments within the team
  - History of appointments by salesperson in the team on the same table
- Proposals
  - Number of proposals in progress within the team
  - Team proposal history
  - History of proposals by vendor on the same table
- Pipeline selon le système DPM (Date, Probabilité, Montant):
  - Proposal date,
  - Probability of obtaining
  - Proposal amount
- Sales
  - Monthly totals
  - Team sales history
  - Sales history by seller on the same table
- Customer service: number of customers served and satisfied
- Average team closing rate
- Average team sales
Statistics by vendor tab
- Sales per month
- Number of appointments in progress
- number of proposals in progress
- Pipe: Date, Probability, Amount
- Closing rate per salesperson: number of sales divided by number of proposals
- Average sales per vendor
Sales optimization tab for each salesperson with global and comparative tables
- Number of contacts
- Closing rate
- Average sales
Marketing campaign calendar tab
- Advertising
- Social networking
- Electronic mail