ClientoBox

Platforms:

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Track team dynamics and performance. Centralize and synchronize all deal, customer communication and negotiation data in one system, bringing transparency and agility to your business. ClientoBox gives you the ability to create and analyze reports on any sales metric. Without extra effort, you will know which channels of customer engagement are the most effective, which products or services are in demand and which are not. You will be able to evaluate the efficiency of each manager and identify growth points. Why do we love ClientoBox? It is simplicity and convenience of sales management, speed of work in the system and no need to install additional software. All information is stored on secure and reliable servers, data can be accessed from any device with an internet connection. The system allows you to accurately customize access rights to information for each employee or department, which provides the necessary data security. It is also an advantage that new employees can be quickly and easily introduced thanks to the intuitive interface. We evaluate ClientoBox as one of the best CRM-systems for small and medium-sized businesses, which is functional and at the same time easy to learn. It is a complete platform for effective and targeted work with clients, building long-term relationships and increasing sales. By adding customers to the database, you can track the entire history of communication with them, analyze your sales and optimize the work of employees. The system allows you to automatically create tasks for managers and control their fulfillment. ClientoBox has all the necessary CRM functions, such as storing contacts, managing tasks, tracking sales and creating reports, all this makes it a universal tool for any type of business. Triggered mailings, automatic call tracking and built-in analytics will help you make your sales even more effective. Thus, the ClientoBox CRM system allows you to automate and simplify the work of the sales department, improve the quality of customer service, as well as increase the productivity of each employee from the sales team, and thus increase the overall efficiency of the business..
  • Deployment
  • In the cloud
  • Company type
  • Small 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