Stages of work in CRM
1
COUNTERPARTY
The counterparty's card provides comprehensive information about the company.
2
From the Unified State Register of Legal Entities
The card provides the ability to automatically fill in data from the Unified State Register of Legal Entities.
3
TRANSACTIONS
A transaction is the core essence of CRM. It reflects information about all stages.
4
SALES
The system analyzes the implementation of the sales plan and informs managers about the forecast.
5
TRANSACTIONS
CRM provides the ability to conduct transactions with customizable stages.
6
about the transaction
Information about all stages of interaction between the seller and the client.
7
COMMUNICATOR
It allows you to communicate between employees, create group chats and mailing lists.
8
KANBAN
The manager can independently set up a sales plan for his employees.
.