CRM: Customer Base 3.0.3: free CRM system program

Platforms:


CB 3.0 is an innovative CRM system designed to customize and automate business processes without the need for programmers or significant costs. The main idea behind this system is to provide users with the flexibility and ability to create a CRM that is completely customized to their unique business requirements. Let's take a look at the key features and functions of KB 3.0. Main Functionality and Features Flexible Table Creation: Users can design their own tables and edit existing ones without having to adjust to a rigidly defined CRM structure. Add Calculations: The ability to insert formulas to automatically calculate values in any field or table using the constructor and PHP language. Add Calculations: The ability to insert formulas to automatically calculate values in any field or table using the constructor and PHP language. Document and Report Generation: Automatically generate documentation and reports in CRM, which reduces errors and speeds up business processes. Document and Report Generation: Automatically generate documentation and reports in CRM, which reduces errors and speeds up business processes. Access Restriction: Provide access to tables and reports only to certain users with the ability to restrict editing rights. Access Restriction: Provide access to tables and reports only to certain users with the ability to restrict editing rights. Integrations with Popular Services: Support integrations with the major services required for effective sales department work, including 1C, DaData, Instagram, WhatsApp, Telegram and others. Integration with Popular Services: Support integrations with the main services required for effective sales department work. Support for integrations with popular services . Tariff Plans. Account Lease: Offers a cloud-based solution with automatic updates on the company's server. Boxed License: Allows you to migrate all business processes to the CRM system and set up a secure local connection. . Application Examples. CRM KB 3.0 is suitable for a variety of industries including dentistry, driving schools, real estate agencies, beauty salons, educational courses and many others. It provides simplification and automation of many processes specific to each of these areas. Mobility and Accessibility CRM "Client Base" is available on multiple platforms, including Android, providing ease of use anywhere and anytime. General Evaluation KB 3.0 is a powerful tool for creating customized CRM solutions that will suit different types of businesses due to its flexibility, scalability and ability to integrate with a wide range of other services. The main advantage of the system is its ability to adapt to the specific requirements and processes of each company.
  • Trial version
  • By subscription
  • Deployment
  • In the cloud
  • On server
  • Company type
  • Small business
  • Medium business
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Application areas

Functional

Sales funnel
Customer base
Order management
Product catalog
Call center and telephony
History of interaction with the client
Loyalty systems
Monitoring of personnel efficiency
Time management
Monitoring of personnel efficiency
Time management
Support management
Open Source
Reports
Mail integration
Email newsletters
Project templates
File storage
Project templates
File storage
Gantt chart
Billing and Accounts
Data export/import
Connecting the Fis.registrar
API for integration
Web forms
Kanban board