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Cloud base

  • Fully customizable CRM platform
  • Activate from your database (DB)
  • DB structure adapted to your business needs
  • Share information in real time with an individual or group
  • Ability to export individual or group usage reports
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Sales development

Sales development

Enables easy tracking of customer relationships, by region, sector, team and individual.

Comments

Comments

Helps build customer relations by allowing the sales team and other company employees to share and comment on information.

Reports

Reports

Define parameters to instantly obtain a matching list.

CRM preview on computer screen

CRM for SME (small and medium-sized enterprises)
and large companies

Plan and organize actions

Customer relationship management (CRM) encompasses the tools and techniques designed to collect, handle and analyze data related to customers and prospects, with the aim of building brand loyalty by offering better service.

  • Implementation of management software
    Implementation of
    management software
  • User management tool
    User management tool
  • Continuous improvement
    Continuous improvement
  • Results management
    Results management
  • Tablet Compatibility
    Tablet Compatibility

Proactive management of web search requests

Archiving

Archiving

Archiving of incoming data / Evolving search request forms

Request notice

Request notice

Alerts the manager if the request did not receive a reply within the set delay

Reply notice

Reply notice

Generated when the submission is sent to the customer – Alerts the manager if the reply goes unanswered

Follow up

Follow up

Follows up by sending the customer a standard letter, upon expiry of the established deadline

Reports

Reports

Generates activity reports

Optional: Remarketing / Visual ads in the Google Display network

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Achievements


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Develop new markets with us today.

Customers locator Active and prospects

Every active customer or prospect interaction will be automatically recorded. Managers and users can comment on interactions, either in private mode or as a group.

locator

Calendar, Activities and Events

Post and share your industry events and team activities

Calendar

Work order Management of work in process
and accounts paid

Time management of work underway: real time tracking of the progress of work, a specific employee or several employees concurrently. Better management of overtime.

Employees complete a work order online. This is archived automatically by the system. No more dirty, torn or even lost timesheets.

Work order

Data sharing Managers, customers, employees

Obtain pertinent reports to increase your sales activity. Request the integration of personalized functions to grow your business.

Data sharing
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Contact Us


1140 rue Valiquette , Sainte-Adèle, QC, Canada J8B 2M5
Mtl : 514.877.5085 T : 450.745.0204 F : 514.448.1666