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CRM customization

CRM customization

We fine-tune all stages of work with the customer, from a lead to a successfully completed transaction taking into account various directions:

• Sales with a transaction cycle of 1-12 months. We customize funnels: primary, repeated, service, reclamations. Robots in the stages of the transaction, automatic transfer of information between departments. We build the manager is actions control system; ...

• Provision of services: scoring and lead qualification system, booking resources in the calendar, tasks and projects for operation of the execution department, etc.

• For on-site teams with GPS: generation of a plan and schedule of deliveries, we connect the employee location tracking system;

• Interaction with manufacture: integration with 1C, participation in sales by employees from various departments, release for manufacture, connection of the purchasing department to CRM;

• Real estate and real estate developers: system of non-losing leads, integration with ProfitBase: object chequerboard, booking, price management.

We connect telephony, email, websites, chats, messengers. We create transactions funnels, customize robots, triggers. Integration with Roistat – end-to-end analytics and efficient use of advertising budgets, call tracking. Payment control system, integration with marketing – text messaging, email, and other tools.

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