Customer data management
You see new and returning customers in one list.
- Merging duplicate customer records into one
- Employees find a customer by search and correct their details
- One record per customer with the latest details
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.
- Together we assess which features your company needs
- Transfer of existing customers and data to the new system
- Training your team to work with the system
Track all company processes
First, we assess how your company works and what a standard CRM is missing. Then we adapt the system and transfer your data. Below are the main features we adapt to your needs.
Invoicing
You issue pro forma, credit and recurring invoices.
- Invoice from a template - you do not re-enter data
- Invoice status and customer details next to the invoice
Order management
In the order card, you see all of its information.
- Payment plan - you see what has already been paid
- Completed work stages and how much is left to do
- Contract or invoice from the order with one click
Customer card
In the customer card, you see all the information about the customer.
- Contact list and communication history
- Documents and contracts in the customer card
- When an issue comes up, you find the information right away without asking a colleague
Task planning
You plan employees' tasks, meetings and calls in one place.
- You create a task and assign it to a colleague
- You see the status of each task
- Filter by project or employee
Recurring services
You sign a contract for a recurring service once.
- Invoices are issued on the contract schedule
- You see income and expenses for the coming period in advance
Warehouse management
You do the warehouse stocktaking in the system.
- Stock levels for each material
- Reserve materials for production or a service so they are not used elsewhere
- You see how much material has been written off
- You enter new products and see them in the warehouse list
Working time and schedules
You plan employees' working time and see it in real time.
- Employee work schedules
- Working time tracking against the schedule
- Vacations and substitutes - you see who is working today
Reports and analytics
You see sales, orders and tasks in reports.
- You see which areas are doing best
- You spot areas that need change
How the system benefits your business
Viskas, ko reikia kasdieniam darbui – vienoje sistemoje.
Klientai ir pardavimai
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Klientų valdymas
Lengvai valdykite naujus ir pasikartojančius klientus vienoje vietoje.
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Pardavimų piltuvėlis
Paprasčiau valdykite pardavimus, kad kiekvienas klientas nebūtų pamirštas.
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Darbų planavimas
Efektyviai planuokite darbuotojų darbus, susitikimus ir skambučius vienoje vietoje.
Užsakymai ir sandėlis
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Darbastalis
Visi svarbiausi įmonės procesai ir užduotys – viename operatyviame ekrane.
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Užsakymų valdymas
Patogiai sekite ir valdykite užsakymus žingsnis po žingsnio – nuo gamybos iki montavimo.
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Sandėlio valdymas
Valdykite medžiagų atsargas, kiekius ir sandėlio judėjimą vienoje vietoje.
Dokumentai ir finansai
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Dokumentų valdymas
Patogiai kurkite dokumentus ir tvirtinkite juos skaitmeniniu bei el. būdu.
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Sąskaitų faktūravimas
Išrašykite kreditines, išankstines ar periodines sąskaitas faktūras.
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Analitika ir ataskaitos
Analitika ir ataskaitos padės atskleisti silpniausias įmonės vietas ir jas pataisyti.
System implementation
Procesas aiškus, paprastas ir greitas.
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1
System setup
We set up the system to match your company's workflow and needs.
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2
Data import
We securely transfer your existing customers and other data to the new system.
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3
Staff training
We train your team to work with the system. Support is free.
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4
Support and optimization
We provide support and updates. We help you improve your workflow in the system.
Companies that trust us:
