Funkcje CRM

CRM services — pipeline, lead scoring and automations

Sales pipeline, rule-based lead scoring, automations, email, SMS and WhatsApp sent from the record, reporting and migration via CSV import — an alternative to HubSpot, Pipedrive, Salesforce and Zoho, with plans by number of users and data in the EU.

Sales pipeline

Sales pipeline covers critical deal stage and stalled-deal tracking workflows with fast rollout and operational control.

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Rule-based lead scoring

Rule-based lead scoring covers critical lead prioritization by a score from your own rules workflows with fast rollout and operational control.

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Sales automation

Sales automation covers critical automatic activity, rule and webhook handling workflows with fast rollout and operational control.

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Email, SMS and WhatsApp from the record

Email, SMS and WhatsApp from the record covers critical one-to-one email, SMS and WhatsApp messaging logged as activity workflows with fast rollout and operational control.

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Sales reporting

Sales reporting covers critical weighted value, stage funnel and target reporting workflows with fast rollout and operational control.

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CRM migration

CRM migration covers critical CSV import with field mapping and deduplication workflows with fast rollout and operational control.

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