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CRM 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

Customer Reviews

1 Ivis Str., Metamorfosi Athens,
Greece, PO 144 52
T +30 210 29 16 001
GEMI No.: 696837030001 

FM AWARDS7          mobile awards 2022 GOLD              


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