Collaboration in the Cloud - CRM Software open source for Companies

Collaboration

SERVICE OVERVIEW

Services included in our Collaboration Solution to improve Customer Service.

  • They can be associated with an account, a potential, an opportunity or a case.
  • State: Planned, Celebrated, Pending.
  • Synchronized with the CRM Calendar
  • Possibility of setting reminders.
  • Assigning assistants (Users, Contacts or Potentials).
  • Tasks can incorporate all the necessary fields currently used by your company in your notes.
  • Structure in Tree, with folders to store documents.
  • Association of Documents to Customer Accounts.
  • Visualization of the Documents of a Client (account or contact), from its own file.
  • Possibility of Uploading Documents from the Client Portal.
  • Tool for the management of all the emails of your clients from the same place where all the information of them resides, the CRM.
  • Possibility of setting up group and personal email accounts.
  • Possibility of associating emails to accounts / contacts / potentials and any associated entity.
  • Possibility of consulting the emails associated with the accounts / contacts / potentials from the client’s own file.
  • Possibility of creating Folders, Filters and Email Templates.
  • Management of Activities Calendar (Meeting, Call or Task). and sending invites to the attendees.
  • Possibility of synchronizing Google Account Contacts with CRM.
  • Possibility to synchronize Google Calendar account with CRM Calendar.
  • Stream of Activity. Common place where changes and new registers of the CRM are shared with the users / clients that have permission.
  • Tracking button. The user can follow a particular trail, registering to certain information, as if it were assigned to him, when he has permission.
  • VoIP integration
  • Various phone numbers for registration, of different types (Mobile, landline, fax, …)

CASES OF USE

Clients that use any of our Collaboration Solutions.

SERVICE PLANS

The Light Scope is enough for Professionals and Entrepreneurs. For Companies the Enterprise or Premium Scope.

– LIGHT – – ENTERPRISE – – PREMIUM –
MEETINGS, CALLS AND TASKS
DOCUMENT MANAGEMENT
CRM eMAIL AND CALENDAR x
SOCIAL CRM x
TELEPHONY INTEGRATION x x