CRM3 solution CRM pour ERPcrm3
Our solution CRM3 for industrial and distribution companies relies on the open source version of SUITE CRM * for standard features :

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  • Equity Management :
    • Sales
      • Accounts
      • Contacts
      • Business
    • Marketing
      • Accounts
      • Contacts
    • Support
      • Accounts
      • Contacts
    • Activities
      • Calendar
        • Rdv
      • Calls
      • Meeting
      • Email
      • Task
      • Note
    • Collaboration
      • Email
      • Documents

Our added value: the connection with the ERP is managed:

  • Customer Base
    • Geolocation of customer accounts on a map
    • Financial datas
      • Order book
      • Invoice in accounts
      • Potential and detailed stats
    • Sending a file by email to the seller to prepare his visits (contacts, visit reports, potential, customer account situation, order book).
  • Control tables
  • Statistics
    • Importing statistics from ERP
    • Determination and tracking of key customers by seller.
    • Consulting statistics according to the organization of sales eg Sales Department -> Sector -> Sellers.
    • User input of the forecast (Potential, budget including seasonal and forecast curves).
    • Entering a budget « number of visits » with display of the number of visits made.
    • Entering seasonal curves
    • Export statistics to Excel

* SuiteCRM is a trademark registered by SalesAgility Ltd.