| Developers: | LaCoNix |
| Technology: | CRM |
All clients, partners and contact persons are entered into the system, strukturinutsya on groups (on the industry, geography and so forth). All actions with the client are fixed in a system (content of meetings, letters, the sent commercial offers, etc.).
To the manager it allows to be up on quickly before communication with the client. To the head – to control the state of affairs on the client and work of the manager.
It is also possible to plan meetings with the client, calls and other events in the personal calendar. The calendar will automatically remind of what was planned, for example, half a year ago.
Systems capabilities of TsUP are CRM:
- All list of clients is kept in uniform base
- Convenient storage of all customer information in the single interface
- Document storage, related to the client
- History of work with the client
- The personal daily log – means of planning of meetings with clients, calls, actions
- Projects related to clients
- Projects with several partners
- Security issues. Flexible system of the access levels.
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