Control your customer relationships, record and track sales opportunities, status, generate offers, schedule appointments, and view customer and sales history. Easily create and manage your marketing campaigns and their costs.
Manage the sales process and get 100% visibility
A 360 degree view of customers and their history
All information about a contact in one place
Streamline customer communication and accelerate sales
Efficiently manage customer service
Receive notifications when the requests are updated
SocrateCRM is a solution that allows users to benefit from the information they need daily from opportunity management, marketing campaigns, customers profitability analysis reports, service management, or service definition and operation. All the useful information is gathered in one place, so the company streamlines sales, marketing and customer support.
Manage your opportunities
SocrateCRM allows the management and automation of the sales process from the introduction of the potential customer to the conclusion of the contract, all the relevant information about the potential client is recorded and available in one place.
SocrateCRM allows creating and launching marketing campaigns, with the possibility of using email templates and associate contacts to each campaign. You can also associate the costs with each campaign and measure the effectiveness of your marketing efforts.
Analyze customer profitability
Reports on earnings and profits generated by specific customers or group of customers over a period of time can be made using the existing reporting functionality.
A multitude of reports provide information about the existing requests in the system (open requests, closed requests in a period of time, closed employee requests, employee-processed requests, requests flow report, etc.).
The system allows representatives of authorized partners (who may be customers, suppliers or employees) to access the system and view or request relevant information. Information may be used for various purposes, such as obtaining customer balance or supplier balance data, as well as initiating subsequent contacts and making payments.
Manage efficiently the services you provide. Track customer requirements, define and operate requests and respond as quickly as possible. Receive automatic notifications for each update, invoice customer requests and follow their progress in a dashboard.