CRM for SMEs

Dynamic Business CRM is an essential tool for any business looking to efficiently manage customer relationships and improve internal processes. Implementing a CRM brings numerous benefits, including:

Customer Financial Information

• Quick Access to Financial Information: With a single click, you can obtain essential information about partners, such as revenue, profit, number of employees, and business sector.

Automatic Contract Issuance

• Automatic Contract Issuance: Based on predefined templates, the CRM can automatically issue contracts, saving time and reducing human errors.
• Invoice Issuance: Invoices can be automatically generated based on existing contracts, ensuring fast and accurate billing. Information from contracts can be used to automatically issue recurring invoices.

Personalizing Commercial Offers

• Sending General and Personalized Offers: The CRM allows sending both general and personalized offers, tailored to the specific needs of each client.
• Offers from the Product/Service Catalog: Personalized offers can be created directly from the product and service catalog, ensuring relevance and accuracy.

Simplified Workflow

• New Client Acquisition: Sales personnel use a simple and intuitive workflow to transform a prospect into a client: prospect, qualification, opportunity, offering, and invoicing.

Special Price Management

• Special Price Contracts: For clients with special prices, the CRM can directly issue contracts with negotiated prices, simplifying the sales process.
• Price Lists per Client: The CRM system allows the creation and management of personalized price lists for each client, facilitating the negotiation and application of special prices.

Payment Notifications

• Automatic Payment Notifications: The system automatically sends payment reminders for unpaid invoices according to a predefined plan.

Integration with Other Applications

• Accounting Program Integration: The system integrates with a single click with programs such as Saga, Next Up, and WinMentor. Integration with other programs is possible on request.
• Online Store Integration: Compatibility with platforms such as WooCommerce and PrestaShop.

Call Center Integration

• Call Center Integration: The system is natively integrated with the VoIP telephone exchange, allowing call recordings and obtaining written summaries based on Artificial Intelligence.
• Telephone Exchange Integration: The system can integrate with any VoIP telephone exchange, allowing call recordings.

Optimizing Access to Information

• Centralized Data: Information is centralized, uniting all departments for more efficient collaboration.
• Managing Customer Knowledge: Instant access to clients' chronological files and a 360° view of interactions.