Readymade or personal?

A ready-made CRM typically has a universal solution that is developed so that it can be used by any company with standard business processes. This is a benefit in terms of the initial price and time savings for the development, but this is also a problem - <u><strong>- not every business operates according to the standard scheme</strong></u>. Thus, the user, on the one hand, has a mass of functionality that does not respond to his needs and, on the other hand, does not have the necessary functionality to work with. Additional use of the third-party programs makes the work of the staff uncomfortable and usually inefficient, that raises the question of using the ready CRM system: whether to return to work in in Excel?!

Advantages of ready-made solution

• Low price with minimum number of users and available modules;
• Quick unpack and customize the product for your business;
• Universal Solutions for a Ready-to-Use Tool;
• Services that are ideally available in online chat;
• There is no need to hire programmers, systems engineer and lease servers.

Disadvantages of ready-made solution

• You pay a lot of money, but only purchase a license to use, thus depending on the developer’s company;
• High price for each additional user of the company, and if you have a staff of 100 employees?!;
• High price of additional developments that are not a part of the primary functionality;
• More than 50% of the functionality does not match or, conversely, does not included in the primary functionality of the system, making the work uncomfortable.

Individual development consists of several stages and can last several months, but unlike a ready-made system, the company gets exactly what it needs. Our company puts a lot of effort and time into studying the peculiarities of business, often we spend a lot of hours for developing a process strategy between departments and external communication with the client, for this purpose we need a whole staff of specialists: project manager, business analyst, system architect, designer, systems engineer and web developers.

Advantages of individual solution

• Saving money for the long term;
• Development is created for a certain business;
• Integration with all necessary services is being developed;
• Transfering the client database from EXCEL and other tables or systems;
• There is no limit on the number of users;
• You are the owner of the system code;
• System optimization according to the business needs;
• An acceptable price of web development.

Disadvantages of individual solution

• Investment in the first stages of the process is above the ready-made solution;
• The development of the system takes longer than the completed solution;
• It is necessary to find a conscientious and professional company for product development and technical support;
• Server liese needs.

What it is for?

• Systematization and management of sales with large volumes of lids, advertising sources;
• Management the relations history with each customer «from and to» ;
• Performance monitoring of managers and divisions: how much work they perform and how they interact with clients;
• Performance analysis, potential financial loss analysis, interdivisional performance analysis;;
• Sales analysis by addressing customer service deficiencies and process optimization;
• Record-keeping of single and monthly clients payments;
• Company products analysis, dynamics, customer groups, etc.;
• Advertising efficiency analysis;
• Remote working capability that allows staff mobility;
• Integration with other systems: accounting, telephony, sites, GPS, payment gateways;
• Regular adaptation to company requirements.

Main page (Dashboard)

• "Shortcuts" – brief overview of customer service processes in the company;
• News module for company employees;
• Chat module, Whatsapp, Telegram for both internal and external communications with clients;
• Total sales and inventory module;
• Alerts, internal communications module for staff;
• Task module to department, individual staff member’s personal tasks module;
• ATE module telecommunications with the client.

* We offer you functionality based on our experience in the development of CRM and ERP systems. After all, you decide components will be in your CRM. Any CRM module can be varied as it is developed to suit your needs.

"Requests" table

• Integration with various sources of your advertising (landings, websites, social networks);
• The request table (lids) consists of the necessary for you data and is intended both for work with potential clients «lids» from advertising sources and for work between departments;
• Flexible management of lids, ability to delegated it to other staff;
• Flexible filter system;
• Flexible Client Database Search System;
• Client identity card;
• Export to EXCEL tables;
• Integration with the Telecommunications System (ATE) communication with the client.

* We offer you functionality based on our experience in the development of CRM and ERP systems. After all, you decide components will be in your CRM. Any CRM module can be varied as it is developed to suit your needs.

User profile

• Table of management users in the system;
• Company member user card with personal and contact data;
• User rights management allows to decide what modules are generally available to the staff member and what are available only for editing or viewing;
• Staff performance analysis based on established sales plan.

* We offer functionality based on our experience in the development of CRM and ERP systems. After all, you decide components will be in your CRM. Any CRM module can be varied as it is developed to suit your needs.

Booking calendar

• Bookings for registration (beauty salons, medicine, tourist business, consultancy);
• Booking and delivery planning module (equipment rent, transportation);
• Possibility of integration with GPS systems for establishment of correct intervals between delivery points, efficient design of transportation routes;
• Brief information of the company’s current tasks;
• Possibility to work with multiple calendars. Flexible data filtering and sorting system;
• Integration with customer notification systems, via Email, SMS, Whatsapp, Telegram.

* We offer functionality based on our experience in the development of CRM and ERP systems. After all, you decide components will be in your CRM. Any CRM module can be varied as it is developed to suit your needs.

Client module

• Single Client Database Table;
• Client data card;
• History of orders, payments, calls, messages;
• File database (personal documents, receipts);
• History of current services.

* We offer functionality based on our experience in the development of CRM and ERP systems. After all, you decide components will be in your CRM. Any CRM module can be varied as it is developed to suit your needs.

Task module

• List of current tasks, new tasks creation and grouping tasks by clients;
• Calendar for today and future business planning;
• Upcoming business reminding system;
• Notifications by Email, SMS, WhatsApp, Telegram, Viber;
• Possibility to delegate tasks to other staff members;
• Report on tasks and clients without tasks, by type and staff.

* We offer functionality based on our experience in the development of CRM and ERP systems. After all, you decide components will be in your CRM. Any CRM module can be varied as it is developed to suit your needs.

Trade and Online Store

• Internet store creation - usually used to work with distributors; closed to the public shop;
• Creation of an Internet price to work with clients, with a private office and order history;
• Creation of categories and products based on individual price for each distributor;
• Product card;
• Shopping cart;
• Order, delivery and payment management table;
• Orders by date, with different sorting;
• Inventory integration by Rivhit, Icount, Hashavshevet, Iskit, Greeninvoice etc.;
• Integration through API with Tranzilla, Icount, Z-credit, Payme;
• Integration with courier companies HFD, CHITA, DOAR, UPS, FEDEX.

* We offer functionality based on our experience in the development of CRM and ERP systems. After all, you decide components will be in your CRM. Any CRM module can be varied as it is developed to suit your needs.

ATE module

• Integration with cloud system of calls of your ATE provider;
• Possibility to assign clients to managers;
• Customer call history;
• During incoming call the system checks if a number is in the clients and show his information, and if not, you can add a phone to an existing client or create a new one;
• Quick search by phone number;
• Reports on «call tracking» allow to check the effectiveness of operators calls.

* We offer functionality based on our experience in the development of CRM and ERP systems. After all, you decide components will be in your CRM. Any CRM module can be varied as it is developed to suit your needs.

Stock module

• Inventory records, product chains;
• Universal import of products based on customizable templates;
• Integration with the most popular accounting programs Rivhit, Icount, Hashavshevet, Iskit etc, for convenient work with inventory;
• Creation of price aggregators for different wholesale clients;
• Integration with printers and stock scanners.

* We offer functionality based on our experience in the development of CRM and ERP systems. After all, you decide components will be in your CRM. Any CRM module can be varied as it is developed to suit your needs.

Report module

• Sales reports;
• Staff performance reports;
• Profit & loss reports;
• Cash flow reports ;
• Log report, employees and clients enter;
• Clients balance report.

*We offer functionality based on our experience in the development of CRM and ERP systems. After all, you decide components will be in your CRM. Any CRM module can be varied as it is developed to suit your needs.

Payment systems integration

• Integration of the most popular payment systems (Icount, Tranzilla, Z-Credit, Payme, Creditguard, etc.);
• Integration of the bank instruction system «orat keva - Masav»;
• Paypal and Bit integration;
• Integration of virtual currency gateways.

* We offer functionality based on our experience in the development of CRM and ERP systems. After all, you decide components will be in your CRM. Any CRM module can be varied as it is developed to suit your needs.

Mailing module

• Email Templates creating ;
• Creating a subscribers group;
• Creating «unsubscribe» lists;
• Mailing scheduler;
• Database - template based import/export ;
• Sending email and sms can be made from the client base;
• Reports.

* We offer functionality based on our experience in the development of CRM and ERP systems. After all, you decide components will be in your CRM. Any CRM module can be varied as it is developed to suit your needs.

HR manager module

• Common staff information package;
• Working information about staff;
• Configuring VOIP to communicate with a staff member;
• Document circulation per staff member;
• Performance report;
• Promotions/Bonuses.

* We offer functionality based on our experience in the development of CRM and ERP systems. After all, you decide components will be in your CRM. Any CRM module can be varied as it is developed to suit your needs.

GPS module

• Staff location;
• Personal customization of working time;
• Object name and transaction reference in module report;
• Calculating the time spent on the object;
• Data reports based on integration with third-party applications on ANDROID and IOS;
• Deliver routes creation.

* We offer functionality based on our experience in the development of CRM and ERP systems. After all, you decide components will be in your CRM. Any CRM module can be varied as it is developed to suit your needs.

Email module

• You can connect the mail client to CRM in common format, connect the required number of accounts to mail client to work directly with CRM;
• You can reply to mail directly from CRM without additional mail programs;
• You can view the correspondence with the possibility to reply to the client without opening additional mail programs in the client card ;
• Voicemail or scheduled mailing;
• Individual signature for each account.

* We offer functionality based on our experience in the development of CRM and ERP systems. After all, you decide components will be in your CRM. Any CRM module can be varied as it is developed to suit your needs.

Additional modules for other industries

• Realtor module. Within the framework of a single CRM-ERP interface, the module for real estate agencies allows to work with customers and objects, send them information, import and export any data. API connection to any number of sites and portals;
• Lawyers module. Lawyers module will help your company to become more client-oriented. Supervise applications and meetings.  Set up automatic distribution, maintain customer base and sales statistics, monitor the work of lawyers and create documents in one click - all this is now possible within one system;
• Travel-Company module. With the help of CRM-ERP tourism system  it will be easy to serve customers. A solution adapted to your business needs will make it possible to automate managers work, maintain a common base and carry out operational dispatch. It will increase business mobility and attract new clients.

* We offer functionality based on our experience in the development of CRM and ERP systems. After all, you decide components will be in your CRM. Any CRM module can be varied as it is developed to suit your needs.