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A highly functional system will create high added value for your company. The business management system is applicable to many sectors of activity.

Pantera CRM - a bridge to the success of your business!
After assessing the needs of the company, the modules of the system are adapted. System access is distributed to users in order to protect against excess information and ensure the security of personal data in the company. CRM Modules can be optional or personalized.

Services and sales

A system for service and trading companies. You see the customer, the order, the tasks and the invoice in one place. The sale does not get lost between the sales rep, the work and accounting.
Customer relationship management Sales management Order management Warehouse management

Funeral Services

A system for funeral and memorial service companies that make monuments and headstones and look after grave sites. You see the order from the grave number to installation and payment on one card.
Sales management Order management Work task allocation Warehouse management

Advertising agencies

A system for an advertising agency that sells advertising space and produces ads. You see the client, contract dates and the margin on each job in one order - from signing to invoice.
Customer relationship management Sales management Order management Warehouse management

Law firms

A system for law firms where each case is linked to a client and a contract. The rate comes from the contract. You issue the client invoice directly from the case.
Customer relationship management Order management Document management Work calendar

Cleaning services

A system for cleaning companies. At each site, you see the cleaning schedule, the cleaners and the chemicals budget. Quality assessments and recurring invoices are also linked to the site.
Customer relationship management Sales management Order management Warehouse management

Wholesale trade

A system for wholesale pallet trade: purchases, sales and waste. An order holds the goods, the carrier, the waste and the invoice. You see stock by warehouse: good, reserved and repairable pallets.
Customer relationship management Sales management Order management Warehouse management

Bankruptcy administrators

A system for bankruptcy and restructuring cases. Each case is a company card with creditors, documents, deadlines and invoices. The meeting, the asset sale and the report to the court stay with the same case.
Customer relationship management Order management Document management Work calendar

Service centers

A system for a service company that repairs cars and equipment. For a car, you record the glass order, the service shop and the insurance claim. For equipment, you record the fault, the technician visit and the missing part.
Customer relationship management Order management Warehouse management Document management

Insurance and claims

A system for a company that handles insurance claim cases. You see the policyholder, the injured party, the inspection and the estimate in one case. You carry out the inspection on site, by video call or through the mobile app.
Customer relationship management Sales management Order management Document management

Personalized solution for your business

When a standard CRM is not enough, we adapt the system to how your company works. We assess your needs, digitize the business processes you need and transfer your existing data. In the system, you see who performed each action and when.
Customer relationship management Sales management Order management Working time accounting

Frequently asked questions

Find all the answers to your questions related to CRM system integration and security.

Sections

Integration Security

Integration

Is any installation required?
To use the system, no additional software installation is required. Pantera CRM operates on a web browser basis, so you and your employees can access the system from any device without additional steps.
Can I import my company's customer data after purchasing the system?
Yes, you will be able to download a specially prepared Excel document in which you can upload your data and import it into the system.
Will you be able train employees of the company to use the system?
Yes, please contact our customer support for that.

Security

How does the use of the system ensure the security of personal data?
Outside the system: ・All sensitive system information is encrypted and remains protected in the event of a breach. Inside the system: ・System users are managed based on "roles." In such cases, employees only see the relevant information that they have the right to work with.
Where is my company's data stored?
All system data is stored in cloud storage, and backups are created periodically.
Is the system protected from cyber attacks ?
Yes, the most effective and latest practices and technologies are applied to prevent any type of cyber attack or breach.
Will my data be backed up?
Yes, periodicly all of the system data is backuped and stored in different servers.
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