fbpx
Icon
Icon
Icon
Icon

GIVE YOUR CUSTOMERS
THE ATTENTION THEY DESERVE

Seize the opportunity. Capture the Lead. Record your Pipeline. Generate Sales.
Vortex CRM is the ideal software to Manage and Improve the relationship with your Customers and Partners, existing or prospects. Following the customer-service concept, VORTEX CRM is the starting point for your daily Sales Opportunities,
Follow-Ups and Sales Endeavors.

Integrated with all the other VORTEX Suite applications, VORTEX CRM is a new kind of a Customer Relationship Management software that provides sales clarity and assists in the Sales and Commercial Strategy of your company.

BENEFITS
feature icon

SALES
INCREASE

feature icon

ERRORS
MINIMIZATION

feature icon

PRODUCTIVITY
INCREASE

feature icon

AYTOMATED
STATISTICS

feature icon

COMPLETE OVERVIEW 
FOR EVERY CUSTOMER

feature icon

BUSINESS
COHESION

FUNCTIONALITIES
How Vortex CRM works
USER INTERFACE
USER DASHBOARD CONFIGURATION

Display in one screen of all necessary information required by each user

CUSTOMER TAB SCREEN

Display of customer tab

CUSTOMER ACTION SCREEN

Display of all customer actions colour-coded according to the action’s status, including all the necessary fields such as action type, date and time, user, feedback, etc.

MEETINGS SCREEN

Display of all customer meetings colour-coded according to the meeting’s status, including all the necessary fields such as meeting type, date and time, user, feedback, etc.

QUOTES SCREEN

Display of all customer quotes, colour-coded according to the quote's status, including all the necessary fields such as meeting type, quote value, date and time of creation, probable acceptance date, warehouse items & quote services, feedback, etc.

ACTION CREATION SCREEN

Creation of a new action by the user such as incoming/outgoing call, pending issue, with the option to add comments and the customer involved in the action, to assign it to another user and to create a follow-up activity

MEETING CREATION SCREEN

Creation of a new meeting by the user, with the date and time, the customer, the contact involved in the meeting and the participants, including the option add comments and create a follow-up activity

QUOTE CREATION SCREEN

Creation of a new quote by the user, with a probable date of acceptance, the customer and the contact to whom the quote is addressed, the warehouse items & the quote's services along with the quantities and values, the quote's total value, including the option to add comments and create a follow-up activity

CRM CALENDAR

Daily/weekly/monthly calendar for each user with a colour-coded display of the meeting’s status

USER LOGIN
OPTIONS MENU
CUSTOMER LIST SEARCH
CRM ACTIONS LIST SEARCH
CRM ACTION DETAILS
CUSTOMER OFFERS LIST SEARCH
CUSTOMER OFFERS DETAILS
OFFER PRODUCT LIST
MEETINGS LIST SEARCH
MEETINGS DETAILS
CUSTOMER CONTRACTS LIST

Είπαν για εμάς

51 Kleonon Str, Athens, Greece, PO 111 42
T +30 210 29 16 001 | F +30 211 800 84 83
info@dataconsulting.gr
www.dataconsulting.gr


www.vortexsuite.com

Vortex © 2022. All rights Reserved. | Created by Concept Maniax & ARTIFIEDWEB
a