Module Contacts & Prospection

Efficient prospect and customer management for your business. 

With the Contacts & Prospecting module, you'll have a flexible, customisable solution for managing customers and prospects. 

Quickly and exhaustively identify all the information relating to all your contacts. Create personalised information fields, add comments as the customer relationship develops, save documents for each customer..... It's also an effective way of segmenting customers by industry, region, type of business... you decide.

This module lets you create and track personalised customer paths. Itineraries can be created to strengthen customer relationships, from initial contact through to after-sales service and the final sale of the product or service. 

In the blink of an eye:

  • List, add and modify customers
  • Customise data fields
  • Add and manage documents and comments
  • Automatic feed and prospecting management
  • Create personalised actions, set up appointments, send emails, etc.
  • Track each customer/prospect by customisable status
  • Track telephone calls, e-mails and actions
  • Production of acquisition statistics 

Go further with database automation! 

The Contacts & Prospecting module lets you build a CRM to suit your needs: track appointments, add extra fields, import automatically from your database, add customer status..... So many functions that you won't miss a single opportunity! By adding the Marketing module to the Contacts & Prospecting module, you can also automate the mass sending of emails and text messages to your customers and prospects! You can also use the Diary module to automatically manage customer appointments according to your availability, or the Administration module to automatically generate invoices from your CRM!

If you don't want to miss a single sales opportunity and want to improve your relationship with your customers, this is the module for you! 

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