Dynamic Business CRM offers comprehensive solutions for managing customer relationships and automating key processes, maximizing your business’s efficiency and productivity. The system integrates essential functionalities, such as customer management, eInvoice integration, and a unified workflow that guides you from lead, to opportunity, to offer, and finally, to invoice.
Automation plays a central role, allowing for the automatic generation of offers and contracts, saving time, and reducing errors. Once an offer is accepted, Dynamic Business CRM automatically issues the invoice and contract, ensuring a seamless transition between the stages of the sales process. Order management and invoicing are also directly integrated into the system, giving you complete control over the financial flow.
With an automation level of 70-80%, Dynamic Business CRM integrates smoothly with other existing software systems, ensuring excellent connectivity. This advanced automation allows you to focus on business development while Dynamic Business CRM handles repetitive and administrative tasks. In conclusion, Dynamic Business CRM is a reliable partner for any business seeking efficiency and total control over its sales and invoicing processes.
A centralized database with information about customers and associated companies, including financial details.
Track potential sales opportunities (leads) and the conversion process.
Record and track interactions with customers.
Issue invoices in eInvoice format and upload them to SPV.
Each customer can have a personalized price list.
Track and manage sales opportunities.
Generate standard templates that can be customized to each customer's needs.
Automate the data entry process.
Automate the process of adding data to contracts.
Automatically issue invoices at the prices and dates established in the contract.
Each contract can have an attached price list.
Track and evaluate the performance of marketing campaigns.
Create and send marketing campaigns.
Create custom reports to evaluate performance.
Use tools to analyze data and identify trends.
Track orders and their processing status.
Generate invoices and track payments.
Receive notifications.
The application can be connected with other systems, such as email, calendar, or other business applications.
Users have access only to the information they need.
The application protects your data and confidential information.
The application can be accessed from mobile devices.