CRM - Customer Relationship Management
The module "CRM" makes it possible to handle customers and / or potential customers. Keeping track of cases for clients as well as those who have been going on for a customer.
The main functionality of CRM are:
- Calendar functionality
- Email / SMS functionality
- Automatic archiving of communications
- Case management
Activities can be defined and associated with business matters, either directly to companies or via the calendar. Whatever input you choose, you have the opportunity to see the information in both places.
Activities are defined using the types of activities so that you can specify that certain activities such as automatically generate reminders. You can also specify whether a particular activity is valid for such cases, companies, candidates, etc.
The calendar also integrates with email component that enables automatic creation of emails based on calendar appointments / activities. These emails can be based on templates that automatically merges information from NeoCompleo into that email.