CRM Customer base

Platforms:


Customer Base is a feature-rich CRM system designed to automate business processes. It offers a wide range of features, providing effective management of client base, projects and much more. Customer and Employee Management: The system allows you to maintain a common database of the company's customers, their employees and negotiation history. It provides a single database for all employees, while providing the ability to restrict access to specific customers or fields. This provides convenient customer management and efficient data storage. Functionality and tools: Client base includes a number of tools for automating business processes: Table Builder, Calculations and Add-Ons: Allows you to create custom tables and automate calculations without the need for programming. IP Telephony and WhatsApp module: Simplifies communication with customers through integrated IP telephony and WhatsApp. E-mail and SMS Newsletters: Provides tools for mass personalized mailings. Messaging and Calendar: Includes in-company chat and time management tools. Document Generation: Allows you to generate invoices, contracts and create your own document templates. Document Generation: Allows you to generate invoices, contracts and create your own document templates. Access limitation and data protection: Ensures data security with a multi-level system of protection and access limitation. System Advantages: The client base is flexible, affordable and has a quick implementation time. It is a web-based product that requires no installation and supports cloud technology for high performance. It offers customized solutions for different types of businesses and has a competitive advantage by speeding up internal processes and increasing revenue for user companies. All in all, Customer Base is a versatile and flexible solution for automating various aspects of a business, from customer management to internal communication and documentation.
  • Deployment
  • Company type
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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