Customer Relationship Management (CRM)

The mostly used software is our Customer Relationship Management (CRM) software which is used by any company or freelance that has relationships with customers and wants to track and satisfy existing customers and acquire new prospective customers.

The software has the following features:

  • Customer Management

    •         Manage customer contact details including contact preference, communication preference, social media, notes and more
    •         Manage relationship between customers and companies
    •         Upload logo or photo on each customer
    •         Ability to upload your existing customers via Excel file

  •   Relationship

    •         Manage customer relationship and activities
    •         Create a to do list with your customers with reminder notifications
    •         Add visits/reminders/meetings on calenda

  •   Reports

    •         Options to view reports by customer/company/period
    •         We can customize any report you require
    •         Export reports in PDF or Excel formats

  •   General Settings

    •         Parameter Based – manageable by anybody without IT knowledge simple settings such as email, contact details, towns, companies and more
    •         Personalized emails and SMS to be sent to your customers
    •         User types – Read only users and administrators
    •         Accessible in multiple languages such as English, Greek and Russian
    •         Compatible on all Windows computers and tablets and devices
    •         Does not require server or expensive architecture

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