ERAWAN CRM
Customer RelationShip Management System
CUSTOMER RELATIONSHIP MANAGEMENT IS A PROCESS WHICH A BUSINESS OR OTHER ORGANIZATION ADMINISTERS ITS INTERACTIONS WITH CUSTOMERS, TYPICALLY USING DATA ANALYSIS TO STUDY LARGE AMOUNTS OF INFORMATION
Provide a platform to organize and track interaction with portential or existing clients, partners, agents and other contacts.
a contact base where the interaction and the history of contacts are managed and stored.
All new events(phone calls, messages, meetings) connected with a contact or company are easily logged and further interaction can be planned, including by using integrated tasks.
a contact base where the interaction and the history of contacts are managed and stored.
All new events(phone calls, messages, meetings) connected with a contact or company are easily logged and further interaction can be planned, including by using integrated tasks.
Features
• End to end sales cycle management from campaigns, leads, potentials, quotes, invoices..
• Support automation using a customer portal and support tickets
• Data import & export via CSV files, web-to-lead forms, reports & customizable user dashboards
• Role based access control
• Mobile applications
• Workflows, tasks, and project management
• Outlook, Thunderbird, Firefox & Gmail plug-in
• End to end sales cycle management from campaigns, leads, potentials, quotes, invoices..
• Support automation using a customer portal and support tickets
• Data import & export via CSV files, web-to-lead forms, reports & customizable user dashboards
• Role based access control
• Mobile applications
• Workflows, tasks, and project management
• Outlook, Thunderbird, Firefox & Gmail plug-in
All Sales Professional Features
• Manage contacts
• Leads & opportunities
• Visual sales pipe
• Quote builder
• Mass email campaigns
• Web-to-lead forms
• Auto responder emails
• Invoice Builder
• Accept Payments
• Multiple currencies
• Sales forecasting
• Sales insights
• Leads & opportunities
• Visual sales pipe
• Quote builder
• Mass email campaigns
• Web-to-lead forms
• Auto responder emails
• Invoice Builder
• Accept Payments
• Multiple currencies
• Sales forecasting
• Sales insights
• Custom modules and records
• Knowledge Base
• Customer portal
• Email & Web to-ticket
• Service-level agreements
• Manage projects
• Manage inventory
• Automate & Schedule workflows
• Make, receive, & record calls
• Manage & share documents
• Reporting
• Knowledge Base
• Customer portal
• Email & Web to-ticket
• Service-level agreements
• Manage projects
• Manage inventory
• Automate & Schedule workflows
• Make, receive, & record calls
• Manage & share documents
• Reporting
Leads/Contacts/Companies/Deals
• Calendars & Scheduling
• Quotes and Invoices
• Product Catalog
• Currencies and taxes
• Calendars & Scheduling
• Quotes and Invoices
• Product Catalog
• Currencies and taxes
Calendars
• Personal/Team/Company calendars
• Public/Private events
• Subscriptions/Notifications
• Invite/Schedule/Check availability
• Tasks/CRM activities
• Configurable holdasy/days off
• Outlook/Exchange/Google
• Personal/Team/Company calendars
• Public/Private events
• Subscriptions/Notifications
• Invite/Schedule/Check availability
• Tasks/CRM activities
• Configurable holdasy/days off
• Outlook/Exchange/Google
SALES ANALYSIS REPORT
SHOWS THE TRENDS THAT OCCUR IN A COMPANY'S SALES VOLUME OVER TIME IN ITS MOST BASIC FORM, A SALES ANALYSIS REPORT SHOWS WHETHER SALES ARE INCREASING OR DECLINING, AT ANY TIME DURING THE FISCAL YEAR, SALES MANAGERS MAY ANALYZE THE TRENDS IN THE REPORT TO DETERMINE THE BEST COURES OF ACTION
SHOWS THE TRENDS THAT OCCUR IN A COMPANY'S SALES VOLUME OVER TIME IN ITS MOST BASIC FORM, A SALES ANALYSIS REPORT SHOWS WHETHER SALES ARE INCREASING OR DECLINING, AT ANY TIME DURING THE FISCAL YEAR, SALES MANAGERS MAY ANALYZE THE TRENDS IN THE REPORT TO DETERMINE THE BEST COURES OF ACTION
DASHBOARD
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