CRM
The 24SevenOffice Customer Relationship Management (CRM) module helps you track all customer data - contacts, addressees, emails, documents, etc. Utelize the CRM to track customer lifecycle and your sales pipeline.
Stay in control
24SevenOffice CRM provides a complete overview of your customers, contacts and suppliers from a single location. All information about your customers, partners, suppliers and other contacts are linked to your unique customer card in CRM.
Win more sales
Adopting the 24SevenOffice CRM system as your sales support tool offers everyone in your sales team a real time summary of how many sales opportunities are in the pipeline, phases, likelihood for sale and period based forecasts.
Increase productivity
The system is seamlessly integrated with the financial & accounting module, so that users can look up orders, invoices, and payments directly in the CRM – enter parameters such as name, address and contacts with a click from desktop, tablet, or mobile.
Work flexibly
A busy workday has more than one modus operandi – and consists of a wide spectrum of ways of working. This means that flexible tools, which make it easy to provide input and stay updated, are important – irrespective of whether it happens from a laptop or a smart phone.
An integrated solution
The solution is, of course, seamlessly integrated with the other modules in the system such as accounting, project management, and time and expense tracking, but it is also suitable for integrations with a variety of other solutions such as marketing automation, campaign tools and customer service, to mention a few.
CRM overview
Watch our CRM overview and get a better understanding of the system. Adapting the features of the system to the needs of each customer is central. Therefore, we have developed the system to ensure that you can easily customize and adapt changes to this portal unique for your users needs.
Connect with us
24SevenOffice provides powerful cloud-based ERP and CRM system for your business. Discover the power of AI and prepare your company for the future. Request a demo and see what 24SevenOffice can do for your business.