Customer Relations Management System
With the help of the CL:CRM system the wide-ranging affairs of your company can be easily managed. The internal data structure of the system makes the working processes transparent. You can jointly manage various organizations, projects, contact persons, products made in the course of the work, used services, events occurring during the project and the connections of all the above.
Main features
- Customizable data store
- Comprehensive management of rights
- Structured search system
- Categorized calendar
- Integrated mail system
- Transparent folder system
- Business reports
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Customizable data store
The excellent method applied by us for keeping records of data ensures that the system can be fully tailored to the special needs of the company. Besides the basic data members stored by the system we can easily include new data members and additional fields that will be system parts of full value. The added fields can be listed, searched and managed at system level.
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Structured search system
An exact data may be interpreted differently in various contexts therefore can be searched for in a number of ways. Starting from various aspects you can easily navigate among your multiply linked data by making use of the structured search system.
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Comprehensive management of rights
The existing internal structure, division and departments of the company can be easily adapted to the system. It can be specified up to the smallest items what data can be exactly seen or edited by given units of your organization. Data access can be regulated broken down to rights.
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Categorized calendar
Accurate administration requires detailed planning. Using the calendar system you can trace the categorized events broken down to day, week or month. This enables you to remain up-to- date all along as regards the current tasks on the one hand and to utilize your working time more efficiently on the other hand.
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Integrated mail system
Continuous communication is the primary and most important tool for efficient operation. The system enables fast message sending in the direction of both clients and colleagues, improving thereby the efficiency of the external and internal information flow of your company. If requested, the system can be connected with Microsoft Exchange Server as a result of which the contacts, mails and events stored in Outlook will be shown in the system as well.
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Business reports
The integrated, customized report system enables you to represent without effort large quantities of data in an easy-to-interpret format. According to need you can get financial statements broken down to time intervals on either your projects or the financial data allocated to various organizations.
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Transparent folder system
Several tools are provided for the appropriate grouping of data. Using our customizable bookmarks you can easily store your most important relations, projects, products, folders and events that are to be accessed immediately. In addition, own (private) and company level public folders can also be applied where all information belonging to individual clients or projects can be stored together like in a dossier.
Further functions
- Import and export
- User level activity log
- Search along data links
- Hits according to aspect
- Ordered data nets
- Categorized view
- Scheduled notifications
- All important dates and times
- Comprehensive data protection
- Complex data access
- Rights granted by organizational units
- Effective communication
- Internal and external mail system
- Microsoft Exchange Server integration
- Effective communication
- Internal and external mail system
- Microsoft Exchange Server integration