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
Easy track of requests progress in a dashboard
Receive notifications when the requests are updated
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. The relevant information about the potential client is recorded in one place: contacts, addresses, company's field of activity, turnover, etc., the status of potential client (registration, contact, qualification, offer, negotiation, contract), you can add comments and generate notifications at each stage of the sales process, attach documents, generate offers, schedule appointments, send notifications and emails, keep the history of the actions taken with the potential client in a simple and fast way.
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.
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 and requests and respond as quickly as possible.
The type of request determines the available statuses, notification rules, and how requests are displayed on a dashboard. Reports can be divided into categories of requests or groups. Standard resolutions and responses and sources for requests can be defined.
The system allows requests to be processed by introducing status changes, receiving automatic notifications when making updates, billing customer requests, and viewing the progress of all requests in a dashboard.
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.)