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CRM - Customer Relationship Management

YottaIP opens the door to the latest generation of CRM, indispensable for the management and planning of its work.

CRM is a system that allows the organization, management and retention of customers, potential contacts and sales through software that groups these sensitive data and automates the processes.

CRM - Customer Relationship Management

The CRM records information such as e-mail address, telephone number, social profile and much more related to customers, colleagues and suppliers, it can be set to automatically obtain other information such as recent news on the company's activity and can store data such as preferences personal. The CRM software improves customer relationship management by creating a 360 ° view of the customer, recording their interactions with the company and providing the information needed to improve the relationships as well as customers, including with colleagues and suppliers.

The CRM operates as a database for the collection of essential information for the business activity such as:

  • Contacts
  • Companies
  • Opportunity
  • lead
  • quotes
  • Calendar
  • Documents
  • E-mail
  • Spots
  • Campaigns
  • Calls
  • Meetings
  • Tasks
  • Note
  • Invoices
  • Contracts
  • Complaints
  • Targets
  • Projects
  • Events
  • Positions
  • Products
  • Map
  • Reports
  • Workflow
  • Surveys
All this information can be modified and managed by any user with access to CRM and can help companies stay in touch with customers, simplify processes and improve profitability.