Customer management (CRM)
Our CRM solution is designed to help you digitize and optimize relationship management with your customers and leads, from the first contact to the closing of each commercial opportunity.
Automatiza, centraliza y mejora tu proceso de ventas con herramientas potentes y accesibles desde cualquier dispositivo.
Customer management
Stores, queries and manages key information about each customer from their first interaction.
Lead management
Establece reglas de negocio automáticas para su asignación y gestión personalizada.
Management of commercial opportunities
Controla el ciclo completo de tus oportunidades de negocio: ofertas, presupuestos, estado y evolución.
Commercial actions and tasks
Schedule follow-ups, calls, emails or visits so that nothing escapes.
Commercial reporting and follow-up
Visualiza KPIs y análisis avanzados y genera informes mensuales, acumulados y comparativos.
Alerts
Activa alertas visuales para notificar estados críticos de clientes u oportunidades.
Documentary management
Inserta o vincula fácilmente documentos relacionados con clientes u oportunidades: contratos, presupuestos, etc.
Responsive interface
Access all the functionality from your computer, tablet or cell phone with an interface adapted to any device.
Integration with external platforms
Connect CRM with your ERP, ecommerce, marketing platforms or other systems via API or Web Services.
Regulatory compliance
Our solution complies with all current regulations for electronic invoicing in Spain and Europe:
RGPD
Gestión de consentimiento y protección de datos
Access
By roles and users
Encrypted database
And traceability of interactions
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