Online Retail CRM

An All-in-One solution Ready to use, out-of-the-box. With an integrated eCommerce platform, stock and deals can effectively be maintained via automatic stock adjustments and reporting. Dedicated client portals help keep client information organized with order tracking and claims, permitting customers to download invoices and delivery orders as well as see pending shipments from a single location

Features

Keep track

Keep track of all interactions with your opportunities and customers and improve your sales cycle.

Companies and Contacts

  • Leads Management
  • Account management
  • Contacts Management
  • Competition
  • Partners
  • Vendors

Marketing

  • Sales enquiries
  • Occurrences
  • Campaigns

Sales

  • Opportunities
  • Sales Requirements
  • Vendor Enquiries
  • Calculations
  • Quotes
  • Sales Orders
  • Recurring sales orders
  • Price Books

Project management

  • Projects
  • Project milestones
  • Project Tasks

Support

  • Tickets
  • Internal Tickets
  • Service Contracts
  • Knowledgebase
  • FAQ

Accounting

  • Bookkeeping
  • Sales Invoice
  • SPrepayment Invoice
  • Performa Invoice
  • Cost Invoice
  • Correcting Invoices
  • Payments In
  • Payments Out

Logistics

  • Storages
  • Storage Turnover Notes
  • Goods Received Notes
  • Goods Dispatched Notes
  • Internal Delivery Notes
  • Goods Issued Notes
  • Storage Transfer Received Notes
  • Storage Transfer Dispatched Notes
  • Pre-orders
  • Goods Received Notes Corrections
  • Goods Dispatched Notes Corrections

Organization

  • Departments
  • Employees
  • Time Control
  • Fixed assets
  • Mileage log book
  • Incoming correspondence
  • Outgoing correspondence
  • Reservations
  • Email templates

Tools

  • Widgets
  • Creating filters
  • Customized Reports

Chat

  • Personal chat
  • Group chat
  • Leads/Tickets/other modules chat

Users Permissions

  • Users
  • Roles
  • Profiles
  • Groups
  • Assign owner
  • Standard permissions
  • Advanced permissions
  • Custom permissions
  • Switch users
  • “Share with” permission field

Security

  • Password policy
  • Brute force
  • Company’s passwords encryption
  • Sensitive data encryption
  • Multi-factor authentication
  • Backups manager
  • Threat monitoring

Module management

  • Blocks and fields
  • Fields (validation)
  • Relations
  • Picklists (relations)
  • Filters
  • Labels and search
  • Update history

Layout and printouts

  • Menu Customization
  • PDF templates
  • Country settings
  • Languages and translations

Processes

  • Notifications
  • Workflow
  • SLA Policy
  • Support
  • Finance
  • Sales
  • Marketing
  • Realization

Integration

  • API
  • E-mail integration panel
  • SMS provider configuration
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