CRM THTG

1. Client Management.

Cataloging knowledge about the client, taking into account responsibles, positions and contact details
Contact history
Offers history
System of generating contracts and orders
Classification of topics related to customer queries
System of tracking the progress of negotiations
Integration with e-mail
Integration with calendar
System of collecting data about customer needs
Tracking sales lead and classification consistent with the sales one
Tracking customer activity
Customer Panel mobile application

2. Salesperson Work.

Calendar integrated with phone
Reminders system
No possibility to skip a task
Preprogrammed customer service process
Surveys system
Autoregistering of a salesperson's work (a salesperson focuses on work and not on filling in data)

3. Reception Functions.

4. Bidding.

5. Sales Generating - Marketing.

6. Forecasting: Predictive and Prescriptive Analysis.

Go to

- artificial intelligence module.

7. Reporting.

8. Loyalty Programs.

9. Invoicing.

10. Payments.

Configurator of types of payments by type of product: tranches, credit, deposit, penalties, interest, one-time payment etc.
Complete system integrated with bank account, checking receipts
Intelligent system of checking and reporting payment status
Alerts of no income or necessity to pay
Forecasting payment abilities
Debt-cellecting system
SMS and @ notifications

11. Warehouse.

Complete classification of goods by type, unit of measure, status, financial values, specification etc.
Configuration of type of product: quantity, pass, to produce, renewable etc.
Integration with z accounting program
Integration with sales system
Integration with orders system
Integration with cash register, fiscal printer and barcode reader
Integration with ads portals
Alerting system

Specification