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CRM systemis a corporate information system and an indispensable tool for doing business. In a CRM system, you can manage business processes: projects, clients, resources, finances, and accounts.
Advantages of CRM systems:
- Many company management tools in one program.Advanced CRM allows you to manage all business components - projects, personnel, customer records, communications, finances, workflow, time, website, mailing lists, etc.
- All data is in one place.A good CRM can store all data on projects, clients, contacts in one place. All information is always at hand for each of the employees. Quick access to data allows you to quickly serve customers.
- Optimization of personnel work.Working through CRM allows you to see which of the employees is doing what, what their workload is and how effective each employee is. You can assign tasks to employees for today, tomorrow and next week. The time tracker will calculate the time spent on projects down to the second.
- Sales analytics.CRM allows you to automatically build sales funnels, graphs and charts, helping you track the progress of sales in dynamics and notice in time those areas that need adjustments.
- Sending and tracking invoices.You can link invoices to a project, a deal, a counterparty and send them to a client on behalf of the required organization. And when the client pays the bill, you will see it in the system.