Amber CRM

The main articles are:

• CRM (Customer Relationship Management System)
• SaaS - History. Philosophy. Development drivers

Amber CRM is a sales management system, communication with customers, departments serving sales. Allows you to control the implementation of sales plans and KPIs of managers, automate document flow for processing transactions, set tasks and control their implementation, optimize sales in general and in individual areas.

2021: Amber CRM 3.9

On April 27, 2021, Hawk House Integration announced the release of an updated release - AMBER CRM 3.9.

According to the company, the updated integration capabilities include:

• Integration with DaData service designed for automatic verification of counterparties. Now users will be able to automatically receive up-to-date data on the counterparty in AMBER by TIN or organization name and avoid tedious filling out of the rest of the details.
• Integration with the database of the Federal Bailiff Service (FSSP) for individuals, an official source of information about open and closed enforcement proceedings against individuals and legal entities, as well as individual entrepreneurs. This feature is useful for evaluating customers. AMBER users can now receive information about their debts and decide whether to grant a deferred payment. Such data are important, for example, for travel agencies and operators.
• Integration with, and messengers Telegram Viber social network Vkontakte gives users the opportunity to shift a significant part of communications to. boats In addition, if it is necessary to connect the operator, communication with clients is carried out in one window mode, where they are pulled up from chats all channels.
• Supports multiple mailboxes and folders for receiving and sending emails. AMBER can now collect mail messages from various company mailboxes (customer requests, technical support calls or PR specialists, etc.) and send them from different addresses.
• Support for multiple production calendars. For example, the system automatically assigns the task time in days or hours based on the work schedule configured for the organization and employee.
• Support for public references. AMBER creates forms that are available to external users, for example, to fill out questionnaires, request order information, and HR service interaction with a candidate. Go to a separate secure page to enter information.

Expanding the capabilities of controls and filters, optimizing usability:

• Support for aggregated measures. Users can independently set up aggregation of indicators, for example, summation of counterparty transactions, the number of overdue tasks, determination of the maximum transaction amount by selected filters, etc. Analytical data and slices on aggregated key figures can be obtained using filters, without generating reports and uploads.
• Bulk load files and migrate folders with attached files. (Used to quickly load data into knowledge bases, candidate resume databases, constituent documents).
• The ability to control the functionality of adding, editing and deleting records in a table.
• Quick editing of records in the table and the ability to partially reload data without going to the card.
• Functionality for supporting arbitrary masks in text fields for entering information.
• Optimized UI and fast filters, which speeds up the search for the information you need.
• You can add entries to Directories from the interface of the current open card without having to go to the directory management interface.
• Tooltips for buttons to speed up user customization or in case of changes in the system.

Enhance Business Process Capabilities

• Supports multiple versions of business processes.
• The ability to generate printed forms and reports within business processes and send them by e-mail (for example, digests or reports).

Other changes:

• Audit of users' access to the system and operation in it: added the log of users' login, fixation of changes in records, the ability to configure the account blocking policy in case of incorrect entry. password
• The API system has been finalized. It is now possible to simultaneously read and modify a record within a single request, which reduces the load on the system and optimizes the speed of its operation and data exchange between integrated systems.
• Support for SignalR technology has been implemented to ensure a more responsive system response to user actions.

Alexander Ivlev, CEO of the company, noted that the system continues to develop and the following opportunities can be expected in the coming versions:

• Integration with calendars - Google and Microsoft Exchange. Calendar synchronization, user load control will be carried out, the ability to schedule meeting times and appointment of meetings will be implemented, based on the load of employees by calendars.
• Integration with the Skype for Business communication platform and video conferencing.
• Support for full-text search within the system, taking into account word forms and morphemes.

2020: Amber CRM 3.8

On September 11, 2020, Hawk House Integration announced the release of version 3.8 of the Amber CRM system on a proprietary platform designed to increase sales and optimize business, and plans for its development.

Amber CRM 3.8 has the following features:

• Built-in integration messengers Telegram with and. Viber Amber has learned to support the functionality of bots and use it in any, business processes for example, as part of interaction with customers during a sale or delivery, when assigning an interview to a candidate for a job, when registering an employee on staff and any others. Now you can fully manage processes in Amber using customizable bots without human input.
• Integration with the FSSP to check contact data for tax arrears and open court cases.
• A mechanism has been created to commit changes to records by AMBER users.
• Advanced controls for creating Amber forms and objects.
• Enhanced fast filter capabilities:
• Enhanced Business Process Designer capabilities:
  • Added ability to download a new version of the schema
  • The interface for creating subscriptions has been improved.

• The REST API has been improved in terms of the ability to save a package of records.

Developers' plans for the coming year:

• Implement the functionality of the built-in chat. A built-in chat will appear in Amber, in which you can connect any channels: instant messengers, chats from sites, chats from social networks. Cases will be automatically distributed to Amber users. Distribution logic can be configured in the administrator interface or within support.
• Enhance end-to-end information retrieval in Amber. Full-text end-to-end search of information will be supported, taking into account lexemes, stopwords. The search will be carried out not only on the System objects, but also inside the documents loaded into the System of all main formats.
• Integrate with Google, Apple and MS Exchange calendars. As part of the integration, there will be synchronization of tasks, meetings, offering and choosing a convenient time for holding meetings.
• Redesign the user interface and provide customers with the opportunity to independently select the used color schemes, themes, fonts.
• Expand the mechanism for generating reports in terms of usability.
• Implement the functionality of the tour with hints (EnjoyHints) to speed up the adaptation of new users to Amber.
• Expand the capabilities of the business process engine operating on the basis of MS WorkFlow, in terms of support for synchronous and asynchronous business processes. In addition, you can interact with screen forms within business processes.
• Implement a number of new elements to place them in various Amber objects, such as kanban boards.
• Upgrade the "Data Table" element and expand the possibilities of scrolling settings, filters, groupings, filling in required fields.
• Implement integration with Skype, Skype for business, WhatsApp messengers
• Implement support DBMS PostgreSQL

2018

Amber CRM 3.7: Integration with DaData and Enhanced Reporting

On October 25, 2018, Hawk House Integration, a developer of automated solutions, announced the release of the next release of a CRM system designed to increase sales and increase business efficiency - AMBER CRM 3.7. This release contains a number of improvements aimed at improving the speed of work with the system and saving users time.

Additional features of AMBER CRM 3.7 include the following main items:

• AMBER CRM is integrated with the service of quick entry of addresses and details of organizations - DaData. Now, when working with a client, you can quickly insert his legal address and details by the name of the organization or TIN into the counterparty's card.
• The functionality of printing plates output has been improved, which reduces the time for preparing documents.
• It became possible to delete records multiple times.
• Enhanced filter capabilities.
• There are opportunities when working with telephony: early media is supported, the convenience of working with the call card is increased.
• The functionality of working with reports has been expanded: integration with both Microsoft SharePoint and Microsoft Office 365 is supported.

author '= Tatiana Malyavina, Commercial Director of Hawk House Integration All added functions are implemented as part of the AMBER CRM development strategy, but some of them are the result of the interaction of the CRM development team and customers who sent their wishes to improve the system. The AMBER CRM version is a step forward for our company to meet the challenges of improving the quality and efficiency of our customers' business.

In the highly competitive environment in which most organizations operate, AMBER CRM allows you to comprehensively manage the sales cycle, coordinate incoming requests, track the history of customer communications and stages of the sales process, generate reports for management, and much more. AMBER CRM is in demand by enterprises in various fields of activity.

Amber CRM 3.6

Hawk House Integration, a developer of innovative automated solutions, on May 8, 2018 presented the next version of the CRM system based on its own developed platform designed to increase sales and optimize business - Amber CRM 3.6.

This release focuses on improving the usability of the system.

Among the key changes at Hawk House Integration were the following:

• Added aggregated key figures in tabular view of sections. Now the user can independently configure the display of data taking into account the selected aggregated function by columns, for example, at any stage of a complex transaction, see the display of its amount online.
• It became possible to bulk download files.
• When creating filters, the ability to select a period by dates has been added.
• Added the ability to format the display of numbers and select a monetary format for any objects associated with money.
• Fields for display in bread crumbs have been modified: the name of the original object from which the transition was carried out has appeared.
• Masks have been added to the information entry fields.
• Enhanced visual capabilities when displaying diagrams in a dashboard.
• Business process log appears showing the current status of all running business processes
• For customers who self-configure business processes, a sub-process has been added, which increases the speed of setting up new processes because you can use parts of the processes that were previously configured.

Integration with CallTracking.ru

Hawk House Integration, a developer of innovative automated solutions, and Colltracking, a company specializing in intelligent call analytics, announced the integration of Amber CRM and CallTracking.ru. systems on April 3, 2018.

Integration is implemented inside Amber CRM and allows you to determine the sources of requests from advertising channels, their number and conversions, as well as analyze the effectiveness of advertising by tracking the conversion of calls from individual advertising channels to sales.

Sharing two systems provides the following capabilities:

• number substitution for various advertising channels
• using a static number for offline advertising
• creating a lead card from an incoming call, indicating the source of the occurrence
• Accurate calculation of the cost of attracting customers from various sources.

According to the solution developers, the integration of Amber CRM and CallTracking.ru helps to optimize the marketing budget, helps track the achievement of marketing goals and determine the real cost of attracting a client on each channel. Users will know the exact value of the deal and will always be able to keep all important sales indicators under control.

In general, the implemented integration is a tool for automating the work of the sales department, marketers and managers of various business areas. With its help, wide opportunities for advertising analytics are becoming available to improve transactions in qualitative and quantitative terms, we are convinced of Hawk House Integration and Colltracking.

Amber CRM Features

Features of Amber CRM at the beginning of 2018:

• Built-in designers of business processes, forms, objects, reports
  • Allows you to independently automate business processes, connect any sections to the system, add new fields to the card, modify analytical reports, print forms, formulas for generating documentation numbers.

• Built-in reference processes
  • Allows the manager to timely identify problems in the implemented processes, detect bottlenecks, violations of sales regulations, and ordinary employees - not to keep the next step of the process in mind, but to see it in the task calendar.

• Marketing Block
  • Helps to assess the effectiveness of each advertising channel, calculate the cost of the client's appeal and the transaction in terms of plan-fact.

• Support
  • 24/7: 24/7 customer information and technical support.

With the open API, Amber allows full two-way integration with any external business systems:

• 1C: Trade Management, Warehouse, Accounting
• Any telephony (Asterisk, Askozia, Oktell, Comic, etc.)
• Yandex Speech Kit
• Mail serversMicrosoft Exchange, Google mail and Yandex mail
• Integration with Google Analytics, Yandex Metric
• Personal Newsletter Services UniSender and MailChimp
• Loyalty Program Management Services
• Integration with the web environment (sites, social networks, mobile applications, online consultant, callback service, calendars, file storage, Yandex services, Google, hh.ru, external and internal databases)
• Self-written internal systems and applications.

2017

Amber CRM 3.5

Introduced Amber CRM 3.5. This version has made a number of improvements that have significantly improved the performance of the system, added new business processes, and improved the interface.

Key system changes:

• Increased performance.
• Working with multiple mail providers depending on your personal account settings.
• Improved interface with advanced filters, which increases the speed of switching them and allows you to navigate the sections of the system faster.
• Transfer of phone call data from call tracking service Call Tracking to CRM, which opens up additional opportunities for analyzing the effectiveness of advertising and increases the level of customer service.
• Copy tasks with attachments (files, images, documents).
• Adding new elements to the business process designer: automated sending of SMS messages and letters.
• Automated lead creation in CRM from incoming emails.
• Automatic clearing of Transaction and Account object data.

Amber CRM 3.4

Hawk House Integration introduced Amber CRM version 3.4 on November 1, 2017.

What is implemented in version 3.4:

• Functionality for setting up a schedule for performing service tasks.
• Updated functionality for setting object cards, allowing you to comfortably work with a large number of tabs.
• Initialize the workflow when the object is deleted. Previously, business process activities could only be linked to the creation or change of an object.
• Built-in re-sales benchmark process, making it easier for managers to work with recurring deals and driving re-sales.
• The functionality of reminders and alerts, which allows each user of the system to create reminders for both himself and his colleagues with the ability to view initiated messages.

In the latest release, the developers also expanded their planning capabilities, made the work of users in the system more productive and added functionality to optimize work on sales growth.

Amber CRM 3.2

Hawk House Integration has announced the release of Amber CRM version 3.2.

With the update, the systems have become available:

• Multilingualism - support for the simultaneous use of several languages ​ ​ in the system;
• Additional functionality that allows flexible configuration and distribution of rights to users and groups taking into account pre-established conditions with the possibility of redistribution of rights;
• Advanced functionality for configuring and generating reports using more source data.

The system implements integration with any telephony, regardless of the fixed operator and servers IP-ATC, completed integration with the city information service, 2GIS UniSender mass mailing service, Ошибка цитирования Неверный вызов: нет входных данныхvirtual telephony. UIS The Amber module is implemented, BPM which allows you to simulate and automate new processes of any complexity without programming. Released for mobile application smartphones tablets and running version OS Android 4.4, which Amber CRM users can download for free from. Google Play

As noted, the platform is constantly being optimized: the company's developers are working to expand the functionality of Amber and adapt it to the requirements and wishes of customers.

Implementing Amber CRM Integration with UIS Telephony

In July 2017 "Hawk House Integration" , it announced the integration of Amber CRM with telephony UIS provider virtual communications services.

Integration is configured by the CRM system and, according to the developer, allows its users: to optimize work with outgoing calls; keep a complete record of all requests; Make calls by clicking on the contact number in the CRM interface receive incoming calls and instantly introduce employees to the course of business; Store the ringing customer information that pops up on the CRM screen in real time during an incoming call keep a history of communication with customers; Receive statistics on all calls, detailed information on individual calls and record conversations directly in CRM Automate handling and improve customer service Automatically forward calls to the customer's personal managers specified in the CRM settings answer the customer's calls with an automatic message with all the necessary data if the caller only needs information (for example, the status of the order or the timing of its delivery); Monitor all customer communications and reduce the company's telecommunications costs.

As Hock House Integration believes, the integration of Amber CRM and UIS will be useful for companies in which telephone communication is one of the sales channels, and who needs a reliable tool to control the communication of managers with customers and improve the quality of their service.

"The goals that we set ourselves as part of the implementation of this project are to offer customers developed and integrated solutions in the field of customer relationship management and help users optimize costs and open up new opportunities in existing resources to improve the efficiency of their business," said Alexander Ivlev, CEO of Hawk House Integration.

UIS telephony works with many customer management and accounting solutions. Minimum settings - and the company can use any set of ready-made tools, while reducing its communication costs. Service automation and personalization enable companies to spend their resources more efficiently and help increase customer loyalty.

Amber CRM 3.1 supports integration with any telephony

Amber CRM 3.1 supports integration with any telephony regardless of the fixed operator and IP-PBX server, which allows not only to increase the speed and quality of customer service, but also simplifies the work of managers.

The integration of AMBER with telephony is carried out using a universal module based on the Asterisk telephone platform, which provides the ability to interface the CRM system with the IP telephony server.

Thanks to the new functionality, Amber CRM users can now make outgoing calls and receive incoming calls, and the implemented function of storing phone records gives managers the opportunity to listen to them for subsequent adjustments to the work of employees.

The integrated Amber CRM + Asterisk solution will be useful to anyone who uses telephone communication as one of the sales channels and who needs a reliable and cost-effective tool to control and improve the quality of communication between managers and customers. The versatility of the new module as part of AMBER CRM allows you to connect any IP telephony server and any provider to the CRM system.

Integration with 2GIS

In February 2017, it was announced the integration of AMBER CRM with the city's 2GIS information service . The AMBER and 2GIS teams combined their efforts and resources to launch the first integration solution on the market, providing the ability to generate leads on the 2GIS base directly from the AMBER CRM system itself:

• Identify potential customers by region and activity profile of interest.
• Record the found records in AMBER CRM, appoint a responsible manager, set execution tasks and monitor execution.
• Check potential customers for the accuracy of contact information, reducing risks when concluding deals.

2GIS is a city information service that provides only verified reference information about organizations, thanks to which AMBER CRM users have the opportunity to create the most "clean" database of their future customers.

What needs to be done to take advantage of the new opportunity?

• Make a sample in the section "Generation of cold leads," indicating the headings and regions of interest.
• Assess the volume and quality of data.
• Pay for the selected number of records.
• Download new leads into the system, distributing them to managers, and create a mass task with accurate deadlines.

2016

Amber CRM release 2.6

Hawk House Integration released AMBER CRM 2.6 in December.

New features of AMBER CRM 2.6:

• The functionality of prompt notification of employees about events created in the system: creation of a new transaction, tasks, coordination of documents, etc. The user has the ability to configure the types of alerts they want to receive.
• Edit entries in section tables without going to the object map. This feature significantly increases the speed of editing records.
• Integration with the popular online consultant service TalkMe is now included in the basic supply and reduces the cost of implementation by 10,000 rubles. All calls from TalkMe automatically fall into the Lead section.
• The address directory from the Federal Information Address System registry has been added to AMBER CRM.
• For customers using the AMBER CRM bundle and IP telephony, it became possible to listen to conversations with customers directly from the system.
• AMBER CRM has a number of opportunities for performing group operations: Changing the person responsible for selected contacts, leads, counterparties. Export contacts or organizations filtered by any parameters to a marketing distribution target audience. Create bulk tasks.
• The ability to copy records in sections of the system, which is especially important when setting tasks.
• Expanded options for configuring dashboards - a section where managers and managers see business-critical indicators in the context of graphs and diagrams.
• The functionality for working with formulas has been expanded, for example, now customers can independently set formulas for generating account numbers and contracts.
• It became possible to attach self-developed reports and printed forms of documents to the system.
• REST-API for quick integration of AMBER with third-party systems and services.
• The English version of AMBER CRM has been released.

Hawk House Integration also identified plans for the development of the AMBER CRM system by the end of February 2017. Key improvements:

• Create a business process designer.
• Development of a mobile version of AMBER CRM for Android, iOS.
• Development of the built-in SIP client.

Start integration with UIS telephony

Hawk House Integration, a developer of innovative automated solutions, announced in November the start of a partnership with UIS, one of the providers of virtual communication services, and begins the process of integrating its own development of AMBER CRM with UIS telephony. The technology integration solution is aimed at further expanding the functionality of the AMBER system and improving the convenience of users to interact with customers in the CRM platform module.

AMBER is a software platform with a built-in CRM module designed to grow sales and increase business efficiency. Helps centrally manage customers, contacts, transactions; Increase customer revenue, average check amount, and repeat sales Identify sales bottlenecks and reduce deal waivers improve the performance of managers working with clients; Monitor sales and execution of plans evaluate the effectiveness of marketing tools, etc.

Integrating AMBER CRM and UIS telephony will help you:

• Reducing the company's telecommunications costs
• Control of company's communications with customers in a convenient format
• Full accounting of cases, costs and profits.

The goals that companies set themselves through the partnership are to combine efforts, experience and resources to jointly promote innovative technologies, offer customers the most developed and integrated solutions in the field of customer relationship management, and help users optimize costs and open up new opportunities in existing resources to improve the efficiency of their business.

SaaS version of Amber CRM

Hawk House Integration announced in October 2016 the release of the SaaS version of AMBER CRM, designed to increase sales and increase business efficiency. AMBER CRM, using the SaaS (Software as a Service) model, is focused on addressing the needs of customers looking to increase their sales, expand their market share, improve customer experience, and optimize marketing costs.

The AMBER CRM solution SaaS provides the same functionality as the boxed version:

• Manage Sales from Lead to Resale
• Sales Planning and Managers KPIs
• Marketing Management and Performance Analysis
• Task management, monitoring of overdue tasks
• Sales Funnel Analysis
• Manager Performance Analysis
• Fine-tune rights and workspaces
• Reference Sales Process
• Set up the system for customer tasks through built-in form designers, objects, and reports.

The cost of the SaaS version of AMBER CRM starts from 450 rubles per month per user. The price of the tariff depends on the number of licenses and the period of use.