SetXRM Solutions
CRM Sales Management
From the address book to leads, quotations and orders, manage every action of your sales team with SetXRM and increase your sales performance.
SetXRM CRM package features
The SetXRM CRM solution brings your customers, conversations, quotations and orders together on one platform. With Kanban quotation tracking you can follow all your active quotations on a single page.
- No limit on adding users
- Keep all customer information on record
- Track meeting notes and conversation records
- Assign and follow up tasks for your teams
- See which quotation went to which customer and which orders were placed
- Track appointments, meetings and customer locations
- Work more easily with system notifications
- Create dynamic reports for all your processes
- Use the system in several languages at the same time
- Control external IPs accessing the system from one place
- Dashboard design based on user permissions
- Stock and balance inquiry, order writing integration
Modules
CRM sales modules
Address Book
Keep a list of your customers with all their details in the CRM system and track further information such as their contacts and locations.
Lead Management
Track potential customers who have not yet turned into quotations. Via the SetXRM Rest API, leads from your website or other applications flow into the system automatically.
Quotation Module
Save quotations in a format that suits your business, generate them automatically as Word or PDF and e-mail them to the customer from the system. Kanban quotation tracking shows all active quotations on one page.
Activity, Appointment and Task Module
Follow your sales team’s internal activities, external visits and tasks in lists, on the calendar and on the map. A location check during visits confirms that the user is really on site.
CRM Reporting Module
View activity, appointment and sales reports in the system or schedule them to be e-mailed at set intervals. See your team’s sales funnel in a single report and analyse bottlenecks.
Order Module
Once a quotation becomes an order, follow the next steps in SetXRM; if desired, orders can be transferred automatically to your ERP software.
Calendar Module
Track any module with a date field on the calendar: visit calendars per sales representative, task calendars, quotation calendars by validity date and more.
Map Module
Track completed and planned user visits and customer locations on the map, and report on the map – for example, the visits of one user in a certain district or period.
Integrations
Order writing, stock reading, current account, risk limit and balance integrations with ERP (Logo, Mikro, Netsis, SAP, etc.); integration with any application via Rest API and mobile transactions with NFC devices.
Is the CRM package not enough for your sales processes?
With SetXRM platform features you can quickly change the existing package modules and build additional modules by drag and drop – without writing code.
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A tailored demo of CRM Sales Management
Tell us about your needs and we will configure SetXRM around your business processes together.