Drive the Lightning
With CRM-service, you can get the best possible CRM, which suits your extending company needs
Our agile project methods are sharpened to fast deliveries, where the customer is part of the workshops and therefore learning, developing and making sure that all their needs are met and the CRM is running the daily operations smoothly. Open Web Service gives endless possibilities to use the CRM data.
Take a tour with CRM-service!
Key Elements of CRM-service System
CRM-service is a high-quality, flexible and easy-to-use customer relationship management system, which helps you create an even better work experience. Grow your system in modules or as packages, including state-of-the-art features and innovations – be it customer automation, sales funnel or invitation events. Have your daily activities unbelievably easy and fast just by the cost of monthly user fees. Browse more by selecting a package.
With the WordPress Connector, you can create leads or potentials directly to your sales, support or marketing pipeline.
Tools for efficient and fun customer management. Imagine the new possibilities having all the data managed in one system.
CRM-service can be used from enterprise level companies to small businesses. You can manage millions of data records with a lightning-fast performance.
Our security model focuses in all aspects of the field including physical, data transfer, application and backup security.
The CRM-service system is 100% compliant with the EU General Data Protection Regulation.
Highly flexible reporting provides access to all data from different dimensions. Collect required indicators and list, sum and inspect data as needed, anytime.
Connect freely - The Web Service API keys provide online access to your CRM-service data. CRM-service includes the SOAP based inbound Web Service APIs.
Our professional support team will help with any matters regarding the CRM system.
Employee Operation Portals
Mobile task follower will guide the employee from a session to another while providing a channel to communicate with their manager.
The Warehouse and Working Hour Reporting Portal provides the users with fast access to vital functionalities anywhere in the field – no office needed.
Allow customers to update and add personal information, sign up for training events or make purchases via the Self-Service Portal, and gather the information to CRM in real time.
Set up training or events for your customers and give them access to a personal portal to make sign-up processes faster and easier.
The Contact Center includes all the tools needed for carrying out phone campaigns, including activity tracking, reporting, QA analysis and so on.
Follow and Report
The Contact Center offers a wide variety of follow-up possibilities and reports that allow the management to steer and track teams' campaign outcomes and progress.
Accounts and their contacts on Contact Center campaigns can be converted into potentials in the CRM with only a few clicks, ready to be processed further there.
Ready-made material packages can be activated on the Contact Center, making customer information provision easy, fast and trackable.
Premade survey templates function as scripts and guidelines for the caller agents as well as storing customer's answers as data in the CRM, ready to be used for further analysis.
Use the full account and contact database of the CRM to form campaigns with needed criteria and content.
Functions of the Contact Center enable calling, reporting and tracking customer data all at the same time.
Learn and evolve. Set up the budget for the project, follow it and calculate the profitability.
Working Hour Registration
See-through and beneficial for the users themselves to keep track of overtimes and project hour estimation budgets.
Create, edit and invoice project expenses directly on the project with a flexible selection of time periods, users, project phase rows and more.
Manage project resources flexibly for each project on a user and task basis.
Targets, forecasts and budgets can be set to use either numbers, currency or units, depending on whether they measure activities or money.
With understandable graphical visualizations, the user will be able to examine the current situation on the followed topic on their own home page.
Customize the view on every user's home page; get highlights and set up goals.
With open source API keys, you can choose a partner for accounting and connecting the data flow from CRM in real time.
Letter, e-invoice or email. Your customer chooses the method and CRM delivers the invoice while being loyal to your company's image.
Take Advantage of the Statistics
Approach the data and sort it, sum it, follow it and send it out from the CRM as wished. No field or information is left behind.
Annual or monthly recurring invoicing is easy to set up and change to meet the business needs.
Follow Up and Organize
Use tags, set up automatic reminders and keep the customer care linked to the actions that follow.
Stay aware of and report how long resolving the customer service cases take time. Get reminders of overdue cases and track the time for invoicing purposes.
Managing customer service requests is effortless for both parties. The portal enables the end customer to manage their company’s requests and speeds up the communication process.
Communicate with the end customer via CRM, while the customer gets the replies by email - keep the data always in one place while communicating on the customers' terms.
Text message marketing is an efficient tool for sales and communication. After specifying a target group, you can simply click and send the message for hundreds of recipients at once.
Segmented communication, newsletters etc. with comprehensive statistics. The ultimate visual email marketing tools to wow your customers.
Send out surveys to learn more about your customers or to get valuable feedback. Validate, update and analyze.
Keep the segmented marketing communication to customers rolling.
Follow up the whole new sales acquisition process with the all-powerful Contact Center.
Sales orders trigger automations and segment based sales reminders for the whole sales team and individual users.
Choose between ready-made commission models and fully customized ones. Successful sales will be recorded and the commission calculated for the salesperson.
Several different calendar, activity and sales competition views enable a clear sales force management.
All data around the company and contact can be segmented and used. Use the customer data to get your customers in the right segments.
Efficient and organized. Information about the project's workflow will reach directly the project leader and the company's CEO level, keeping everything under control.
Choose freely from tens of different predefined dashboards the ones that give you the most business value. Our Business Intelligence is powered by QlikView technology.
The system contains practically unlimited amount of numeral reports that can be manually created, saved and published by the users.
Excellent tools for salespeople to follow their own sales performance and forecasts from leads to sales.
Work seamlessly with the whole team and divide responsibilities among handlers and the assigned user. Create priorities, statues and workflows to suit your customer care process.