Our CRM allows us to know in real time the projects that exist, the phases and what tasks each employee has to fulfill. In order to easily verify the progress of each business, access the entire history of the customer and allow the general visualization of the performance of the business activity.

Main Functions:

• Opportunities
  • Creation of Opportunities
  • Creation of Proposal for Opportunity
  • Opportunity Status Control
  • History of interactions with the Opportunity
  • Follow up of Opportunities
  • Conversion of Opportunity into Customer
• Clients
  • Customer Creation
  • Creating a Proposal for Customers
  • Customer interaction history
• Proposals
  • Proposal Creation
  • Check Status of Bids
• Projects
  • Project Creation
  • Creation of Tasks in each Project
  • Overview of Project status
• Tasks
  • Task Creation
  • Assignment of employees to each Task
  • Overview of the status of each Task
  • Overview of Active Task
• Invoicing
  • Creation of Invoices / Credit Notes
  • Invoice Payment Registration
• Reports
  • Profit/Expenses
  • Customer Invoicing
  • Created bids
• Members/Collaborators
  • Member Management
  • Assiduity Registration System

Client: Noble Strategy
Service: Development