CRM - Customer Relationship Management
Stop managing processes, start executing them. Our CRM is integrated with our checklist and BPM capabilities, it ensures consistent execution, reduces errors, and empowers your team to deliver exceptional customer experiences.
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Boosted Sales Conversion
Reduced Manual Data Entry
Improved Customer Retention
Seamless CRM Integration for End-to-End Process Visibility
Stop managing your customer relationships in silos. Our CRM solution integrates directly with your BPM workflows, providing a unified view of every customer interaction, from initial lead to ongoing support. Automate processes, track progress, and ensure consistent, data-driven decisions across your organization. See how customer data fuels process optimization.
Built-in BPM for Customer Relationship Management
CRM isn't just about storing data; it's about driving actions. Our platform combines powerful CRM with Business Process Management (BPM) capabilities. Automate lead nurturing, opportunity progression, and account management with drag-and-drop workflows/processes.
Consistent Customer Interactions, Every Time
Deliver a unified and exceptional customer experience. Our CRM ensures all team members follow standardized processes for communication, follow-up, and service requests, resulting in increased customer satisfaction and loyalty. Use checklists within customer records for standardized responses.
Effortless Collaboration Across Teams
Break down silos and foster better collaboration. Share customer information, tasks, and checklists across sales, marketing, and support teams, ensuring everyone is on the same page and contributing to a seamless customer journey.
Gain Real-Time Visibility into Your Sales Pipeline
Track your opportunities with precision. Our CRM provides a visual, drag-and-drop pipeline view, combined with customizable checklists for each stage, ensuring every opportunity progresses smoothly.
Centralized Data & Process Management
No more scattered spreadsheets or lost information. Our platform consolidates customer data, sales processes, and operational checklists into a single, accessible hub. Keep all customer touchpoints organized and auditable.
Customizable Checklists for Every Stage of the Customer Lifecycle
Tailor processes to fit your business. Create and deploy checklists for every customer interaction - from onboarding new clients to handling support requests - ensuring consistent quality and adherence to best practices.
Audit Trails & Compliance Made Easy
Maintain complete transparency and demonstrate compliance. Our CRM automatically tracks all customer interactions, checklist completions, and process steps, providing a detailed audit trail for regulatory compliance.
Features of our CRM Solution
Core CRM Functionality
Contact Management: Comprehensive storage and organization of contact information (individuals, companies, roles, communication preferences). Crucial for personalized interactions.
Lead Management: Capture, qualification, scoring, and routing of leads. Integration with marketing automation tools is essential.
Opportunity Management: Tracking sales opportunities through stages, forecasting revenue, and managing deal progress. Clearly tied to BPM process flows for consistent execution.
Account Management: Centralized view of customer accounts, including contacts, opportunities, activities, and support cases.
Activity Management: Scheduling and tracking calls, emails, tasks, and meetings related to contacts and opportunities. Linked to BPM tasks for assignment and follow-up.
Reporting & Dashboards: Pre-built and customizable reports on sales performance, lead conversion rates, customer satisfaction, and other key metrics. Visualization is key for actionable insights.
Sales Forecasting: Predictive analytics to estimate future sales revenue, enabling better resource allocation.
Customer Segmentation: Ability to group customers based on shared characteristics for targeted marketing and personalized service.
Business Process Management (BPM) Features
Process-Driven Workflows: Ability to define and automate CRM processes (e.g., lead routing, opportunity approval, onboarding) using a visual BPM designer. This is the core benefit.
Task Assignment & Escalation: Automated assignment of tasks to users based on process rules. Escalation paths for overdue tasks ensure timely action.
Real-time Process Visibility: A visual representation of processes in progress, showing where each task is and who is responsible. Critical for monitoring and intervention.
Business Rules Engine: Define and enforce business rules within the CRM and BPM workflows (e.g., automated discounts based on customer segment, lead routing based on criteria).
Data Integration: Seamlessly exchange data between CRM and other BPM-managed processes (e.g., order processing, invoice generation, customer service workflows).
Process Versioning & Auditing: Track changes to processes and maintain an audit trail for compliance and continuous improvement.
Dynamic Forms & Data Validation: Forms that adapt based on process stage and user role, with data validation to ensure accuracy and consistency. Driven by BPM rules.
Event-Driven Triggers: Ability to initiate BPM processes automatically based on CRM events (e.g., new lead created, opportunity won).
Advanced Features
Marketing Automation: Synchronize leads, campaigns, and customer data.
Customer Service: Ticketing system and customer service functionality to provide a unified view of customer interactions.
eCommerce Integration: Synchronize customer data and order information with eCommerce platforms.
Mobile CRM: Access CRM data and perform tasks on mobile devices.
AI-Powered Insights: Leverage AI for lead scoring, opportunity prediction, and personalized recommendations.
Knowledge Base: Access and contribute to a centralized knowledge base within the CRM and BPM processes.
Document Management: Store and manage documents related to contacts, opportunities, and accounts.
Technical & Admin Features
REST API: Provide a REST API for integration with other systems.
Security & Access Control: Role-based access control and data encryption to protect sensitive information.
Scalability & Performance: Ability to handle large volumes of data and users.
Customization & Extensibility: Ability to customize fields, layouts, and workflows without requiring extensive effort.
Reporting Engine: Our flexible reporting engine can create custom reports and dashboards.
Workflow Engine: Our robust workflow engine can handle complex business processes.
User Interface (UI): Intuitive and user-friendly UI that is easy to navigate.
Deployment Options: We offer multiple deployment options - cloud, on-premise, hybrid
Logging & Auditing: Comprehensive logging and auditing capabilities for security and compliance.
Frequently Asked Questions
What is your CRM designed to do?
Our CRM helps you manage customer relationships, track sales opportunities, automate workflows, and gain valuable insights into your business. Unlike traditional CRMs, ours integrates seamlessly with our checklist and BPM tools to ensure consistency and efficiency in every customer interaction.
How does your CRM integrate with your checklist and BPM tools?
The integration is deeply embedded within our platform. You can create checklists directly within customer records, trigger automated workflows based on checklist completion, and assign tasks to team members - all within a single, unified view.
What types of businesses is your CRM best suited for?
Our CRM is ideal for businesses of all sizes that want to streamline sales processes, improve customer service, and gain greater control over their operations. It’s particularly beneficial for businesses that need to ensure consistent adherence to procedures and regulations.
Is your CRM a standalone solution, or does it integrate with other tools?
While our CRM offers comprehensive functionality on its own, it's designed to integrate with other essential business tools via API. We understand the need for a connected ecosystem.
Can I customize the CRM to fit my specific business needs?
Absolutely! Our CRM is highly customizable. You can tailor fields, create custom dashboards, design custom workflows/processes, and create checklists specific to your processes.
What types of reports and analytics does the CRM offer?
Our CRM provides a wide range of reporting capabilities, including sales pipeline reports, customer activity reports, and performance dashboards. You can also create custom reports to track key metrics.
How do checklists help/improve the CRM?
Checklists within the CRM ensure consistent execution of processes, reduce errors, and improve training for new team members. They also provide a clear audit trail of what actions have been taken for each customer.
Is the CRM cloud-based or on-premise?
Our CRM is a cloud-based solution, offering accessibility from anywhere with an internet connection. We also offer an on-premise installation, contact us for more details about on-premise installation.
What are the system requirements for using the CRM?
The CRM is accessible through standard web browsers on most devices - Windows, Mac, iOS, Android, Linux.
Do you offer mobile access to the CRM?
Yes, we offer a responsive web application and Native Mobile Apps for iOS and Android that allows you to access the CRM on the go.
How much does the CRM cost?
Our pricing is based on the number of users. You can find detailed pricing information on our Pricing page.
Do you offer a free trial?
Yes, we offer a 30-day free trial so you can experience the CRM firsthand, and a Free Forever plan for small teams.
What kind of support do you provide?
We have a built-in support system in the platform, we also offer email/phone and live video support.
We can do it Together
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