Address: 456 NY Ave.
Contact Person: Sarah Smith
Email: sarah@techsolutions.com
Phone: (987) 654-3210
Address: 789 SF Blvd.
Contact Person: John Doe
Email: john@techsolutions.com
Phone: (555) 123-4567
The Company CRM system is designed to help businesses manage and track their interactions with companies
and branches in an organized and modular way. Below is an overview of the key functionalities:
Create detailed company profiles including basic information like company name, address, telephone,
email, and social media links.
You can also define contact persons for each company and assign specific branches with their own contact person.
This allows for structured data management at both the company and branch level.
Easily manage company details and add branches.
Easily search and filter companies and branches by keywords, company names, and contact details. This allows you
to find any company or branch within seconds, improving the speed of access to important data.
Efficient search functionality for quick access to company and branch profiles.
Import customer data from other systems (e.g., CSV or Excel) and export data for analysis or backup purposes.
This feature ensures easy migration of data from your old systems or enables sharing of data for reporting purposes.
Import data and Export data with ease.
Track interactions with customers (emails, calls, appointments) and link important documents (contracts, invoices)
directly to the profile. Set reminders for follow-up tasks to ensure timely actions. Integration with email,
SMS, and WhatsApp for seamless
communication.
Communication tools and Tasks & reminders.