How does it work?
Step 1
Centralization of customer data
The system allows you to collect all customer information in one place – from contact details, through communication history, to previous orders. Thanks to integration with e-mails and telephony, you can quickly get a full picture of the relationship with each customer.
Step 2
Customer analysis and segmentation
The system enables in-depth analysis of customer data. Filters and reports allow you to identify the most profitable customers, recognize seasonality and predict future needs. It is a tool that supports making accurate and well-considered business decisions.
Step 3
Automation of sales and service processes
The system automatically reminds you of tasks, deadlines and sends periodic invoices. It facilitates planning of activities, after-sales service and project management - all so that you can focus on developing relationships with customers, not on formalities.
Automate your customer service
Gain full control over customer relationships. The CRM system supports sales, communication and service, facilitating the daily work of your team.
Monitor customer contact history
Track sales statuses and stages
Create reminders and automatic tasks
Analyze data and report results
Assign clients to caregivers
Segment your database and personalize offers