CRM
Marketing and its
automation
Wake the client up from hibernation.
With automated marketing, you’re in the picture exactly as often as you need to be and can forward the most anticipated messages to each client group – be it birthday greetings or local client discounts.
Approach dormant clients on digital channels, via SMS or by calling them directly.
Campaign management
Recurring campaigns
Make marketing sustainable and create recurring campaigns. Choose conditions, the e-mail template and sending frequency, and CRM will do the rest.
E-mail templates
Create a unique e-mail for a campaign or event or save time and use your previous e-mail templates in the new campaigns.
SMS-campaign
With only a few clicks, change an e-mail campaign into an SMS campaign and approach the client even more personally. You can even display your company name as sender of the message.
Event management
All the guests will arrive if you organise in CRM. Make guest lists, send the invitations, ask for RSVPs and remind them of the upcoming event.
Surveys
Surveys will help you find out what the clients actually expect from you. Send the survey by e-mail or make it into a script for a call campaign.
Marketing portal
Sales e-mails are still a hot item. Create attractive sales letters, surveys and campaign pages. Send e-mails, test their effectiveness and improve your results.
E-mails
Create unique newsletters with the visual HTML tool.
E-mail templates
Create e-mails with the design blocks you like.
Scheduling the deliveries
Prepare your e-mail and schedule it to be sent out at a future date.
Surveys
Create user-friendly surveys with the responses stored directly in CRM.
Campaign reporting
See who read your e-mail and when as well as how many links were opened.
Campaign pages
With only a few clicks, create a campaign page that supports your sales e-mail or newsletter.
Telemarketing
The most personal sales are still made over the phone. Call the client, introduce your products or services, schedule appointments and increase your profits. Do it all through the cloud-based calls portal.
Click-to-call
Click on the number and the call will begin automatically.
Record the calls
Don’t lose any important information. You can listen to the calls again at any time.
Surveys
Conduct client surveys and automatically save the received data to CRM.
Book meetings
Browse and book meetings in another sales agent’s calendar.
Call notes
Take notes during the call and save them with the contact’s information.
Communication history
View contact history: recent calls, notes taken, responses to surveys, etc.
E-mails
Design and send the client quotes and e-mails while still on the call.
CRM data
In CRM, you can create reports based on data learned from calls.
Filtering and sorting
Filter and sort the list of contacts based on various fields and values.
