CRM Surpasses Systems.

CONTACTS
• Monitoring of calls made to the company/person (follow up)
• Creation of contact types for filters (billing, prospecting, etc.)
• Contacts made are linked with crc
• Generation of tasks automatically from a contact
• Reports of contacts made
TASKS
• Task control by user or user group
• Determine deadline for task execution
• Task priority level
• Task status control (created, verified, running, completed, etc.)
• Miscellaneous reports
E-MAILS
• Tool for sending emails through the data contained in the records
• Emails sent related to the member relationship center
• Sending personalized documents, performing automatic data exchange
• Default header and footer configuration
• Sending email to specific listings at the same time
DOCUMENTS
• Document Manager
• Creating standard documents
• Personalized sending of documents (email or direct mail)
• Document scanning (storage of scanned documents)
• Works with database fields
• Documents issued are linked with the crc