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CRM Management

The Customer Relationship Management module collects and analyzes customer data and tracks interactions. It offers customized customer experience, improves sales processes and increases customer loyalty. It makes data-based decisions, increases customer satisfaction and business performance.

Increase your successful sales by executing sales opportunities with more precision.

Increase your successful sales by executing sales opportunities with more precision.

Manage your customer data effectively, track sales opportunities and measure customer satisfaction. Optimize your customer-oriented business processes and support the growth of your business with CRM Module.

Save Customer Information

Record basic information such as customer name, contact details.

Track Contact History

Track all communications and interactions with the customer.

Manage Sales Opportunities

Manage and track sales opportunities that can be presented to the customer.

Measure Customer Satisfaction

Collect and analyze feedback to understand customer satisfaction.

Module Details

This module is a component of Codlean ERP Enterprise product.
Below we have listed some features of the “CRM management” module.

Efficient Customer Relations

The CRM module effectively manages customer information, tracks sales opportunities and measures customer satisfaction.

Faster Project Management

The project management module monitors and tracks project processes, assigns tasks and ensures effective communication between teams.

Effective Human Resources Management

The human resources module manages personnel information, monitors performance evaluations and plans training programs.

Advanced Financial Analysis

The Finance module analyzes financial data, facilitates budget management and supports decision-making processes.

Efficient Sales Management

The sales module monitors customer demands, automates sales processes and tracks the performance of sales teams.

Flawless Production Management

The production module plans production processes, optimizes inventory management and increases productivity.

Frequently Asked Questions

Which data can the CRM Module manage?

The CRM Module can manage customer information, contact records, sales opportunities and customer satisfaction data.

Does the CRM Module support customer segmentation?

Yes, the CRM Module supports customer segmentation and allows you to group customers according to specific criteria.

How does the CRM Module track sales potential?

The CRM Module allows you to track leads, sales pipeline and estimated sales revenues by managing sales opportunities.

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