Customers
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Customers

Customers
Customers
Standard
Created Date
01 Şubat 2013
Current Version
2.34.2
Last Update
19 Aralık 2024

Create person, company, group company cards. Record all the information of your customers.

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  • Features
  • Reviews
  • Documentation

Email Marketing

Periodic Bulk E-mails

Determine the text type of your bulk e-mails, whether recipients will be selected manually or automatically, and the sending period, and use your e-mails more effectively.

Email Lists

Create customer lists and send different e-mails to different lists.

Email Templates

Use the e-mail templates in the web store and send standard and high-quality e-mails without having to deal with e-mail designs.

Banned Email Addresses

Add the e-mail addresses you have specified or your customers who want to unsubscribe to the banned e-mail list.

SMS Marketing

Bulk SMS

Send campaign news, discounts and deals to your customers via bulk SMS. Select the customers you want to send from CRM records or manually upload them from the Excel list.

Detailed Reports

Access detailed reports via Entranet, such as who received the SMS you sent, who opened it and who clicked on the link.

Banned Phone Numbers

Add the phone numbers you have determined or your customers who want to unsubscribe to the list of banned phone numbers.

Creating a List

Create customer lists and send different SMS to different lists.

Call Center

Call Records

Never miss a customer call by accessing all open, closed and canceled call lists.

Statistics

List customer and agent statistics by date range.

Complaint Management

Complaint Form

Increase customer satisfaction with complaint management, where your customers can easily convey their complaints to you by filling out the complaint form on your website.

Complaint Form Follow-up

Automatically assign complaints to their contacts. Manage complaint with a specific workflow. Make sure the problems are resolved once and for all.

360 Degree Customer Activities

Customer Activities

View all your customers' activities on a single screen and access their details.

Customer Project Management

Customer Specific Project

Define unlimited custom projects for your customers. Add tasks, activities, notes, documents, support records, E-mails under the project title.

Project Cost

The project cost is automatically calculated from the activity records of the personnel working for the project and compared with the budget.

Interaction with Customer

Adding the Customer to the Project

Add your customer as a participant in your project. Make sure they have access to all tasks and content related to the project.

News Releases

Subscriber Lists

Create a subscriber list for your newsletters. Send newsletters to your subscribers weekly, monthly or at intervals you specify.

News Templates

Create templates for your news, add images to your templates.

Opportunities

Opportunity Processes

Follow the processes of opportunities by defining steps such as idea stage, negotiation, postponed, offer, won, etc.

Opportunity Activities

Manage your opportunities by recording activities such as calls, meetings, and visits in your potential customer cards.

Offers

Offer Processes

Manage the processes of proposals by defining steps such as postponed, approved, expired, etc. at the customer.

Quote Templates

Create your offers in a standard way within minutes with the help of templates.

Analytics

Examine offer analyzes based on products or customers by filtering by date range.

Contracts

Contract Categories

To easily keep track of your contracts, divide them into categories such as dealership, maintenance, sales, customer and employee.

Contract Drafts

Create standard contracts in minutes by creating drafts containing the text and parameters of the contract.

Widgets and Indicators

Widgets

Create widgets for open quotes, approved contracts, sales rep statistics, etc. and display them on the sales home screen. Access information quickly and easily.

Sales Indicators

Prepare indicators such as the number of monthly orders and the total bid amount. If you wish, export the indicators to Excel.

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