A CRM (customer relationship management) is a single software platform that allows businesses to manage and monitor customer relationships with both current and potential customers. With a good CRM, your business could save money, resources, and time
How CRM Software Works
CRM software allows businesses to track customer interactions, store data securely, share information with colleagues, and manage and acquire customer leads.
If you’re struggling to keep track of your customer information or have an ever-growing database, you could benefit from CRM software. No matter the size of your business, automating your processes will inevitably save you money and time.
What Are the Benefits of CRM?
If you’re in a business that relies on careful management of customer data, sales opportunities or marketing leads, investing in the right CRM software could make a huge difference to your profits
- CRM improves customer relationships
- Helps understand your customer needs
- Boosts customer retention
- Develop Increase your sales
- Boosts productivity
- Helps businesses scale
- Improves team collaboration
- Increases efficiency
- Speeds up internal communication
- Encourages smarter business decisions
- Provides data privacy and security assurance
- Costs less than you think
CFOX CRM SOFTWARE FEATURES :
Manage projects and tasks anytime, anywhere
- Easily assign and allocate tasks to specific individuals or groups based on job positions and departments
- Supports the creation of specific and realistic work plans, enabling smooth operations and delivering high efficiency
- After task assignment, the tasks will be automatically updated in individuals’ personal schedules, allowing each person to proactively manage their own tasks
Managing contracts
- Overview management through a Dashboard : Contract value, Validity status, Contract termination status for the entire company and individual departments
- Manage contracts in a list format: Customer information management, Contract type management, Processing status management., Signing date / Expiration date management., Contract value management
- Quickly assign or change contract owners.
- Generate sales opportunities and quotations from contracts.
- Export contracts as PDF files.
- Contract validity alerts.
- Import/export contract lists using Excel
Appointments
- Comprehensive appointment management solution that includes all necessary information.
- Send appointment reminders to customers and businesses via SMS or email.
- Integrate with a Booking service to ensure optimal utilization of resources for each
Efficient task management solution
Task Management helps managers track all tasks from an overview to detailed level. It optimizes task processing time, increases workforce productivity, and enables users to easily execute and manage tasks anytime, anywhere, on their mobile devices or laptops
- Manage progress and task status
- Manage attachments and documents related to the job
- Manage and store work-related communication and discussions
- Manage task completion reports
- Manage and evaluate job performance and ratings
Workload
Displaying tasks using:
- Gantt chart: visual representation of tasks and their durations over a timeline.
- Timeline chart: graphical representation of tasks along a chronological axis.
- Milestones: marking important time points or achievements in the project.
- Kanban board: visualizing tasks in different stages/columns to track their progress.
Project Roadmap
- Progress: The system provides information on the project’s progress, allowing you to track and assess the completion status of each task and phase within the project.
- Important Milestones: You can define and track significant milestones in the project, which serve as key checkpoints or achievements.
- Task Status: The system allows you to monitor the status of individual tasks, indicating whether they are in progress, completed, or pending.
- Estimation: You can make estimates for tasks or project timelines, helping you plan and allocate resources effectively.
- Priority Level: Tasks and project components can be assigned priority levels, allowing you to prioritize and focus on critical aspects of the project.
- Member List: The system maintains a list of project members, providing an overview of the individuals involved in the project.
- Task Assignments: You can assign tasks to specific team members, ensuring clarity of responsibilities and accountability.
- You can easily add project-related information or data to the project dashboard for quick reference and centralized management.
Expensive
Managing expenses in business operations. Ensuring transparency, security, and monitoring of expenses for individuals, departments, and your company helps minimize waste. It enables maximum cost savings and accuracy compared to traditional paper-based management methods.
- Centralized management, storage, and tracking of expenses on an online platform
- Save costs on paper, ink, and storage devices
- Flexible usage, simple operations, real-time tracking and reporting
Warehouse
Manage multiple types of goods. Enable systematic and convenient management of various types of goods for easy inventory checking.
- Product management: Add products directly in the system., Add multiple products using an Excel file, Display complete product information, Display minimum and current inventory quantities in the system.
- Inventory Management: Easily track products received through receipt forms and shipped through shipment forms, Enable transferring products between internal warehouses, Quickly adjust product quantities to address losses or discrepancies by using adjustment forms.
Purchase
Tool for managing procurement. Simplifies the purchasing process on the system.
- Inventory management: Add products directly into the syste, Add multiple products using an Excel file, Display complete product information, All products will be synchronized with the Warehouse service
- Supplier management: Display comprehensive contact information of partners, Identify the products or services provided by each partner, Add partners directly into the system, Add multiple partners using an Excel file
- Purchase requisition
- Purchase orders and quotations management: Create purchase requests and purchase orders, Allow for signing and approval of purchase information, Display complete information of the purchase orders,
- Contracts and invoices: Manage contract details and easily track contract status, Provide complete information for quotation and send email notifications to partners.View detailed information of the purchase orders
- Report: Generate a comprehensive report listing the quantity and price of imported items. Display a list of purchase orders and invoices, Display providing detailed information about each transaction.
Managing the company’s human resources
- Organizational chart: Helps you create a hierarchical breakdown of how your HR department is structured
- Job description:Outline the main duties and responsibilities that are involved in a particular job
- Employee profile management: All information with effect to human resources in the organization are kept in a systematic order
- Managing employment contracts: The process of operational contract management within an organization
- Onboarding process: Onboarding is the process of integrating a new employee with a company and its culture, as well as getting a new hire the tools and information needed to become a productive member of the team
- Training: The principal objective of training and development is to make sure the availability of a skilled and willing workforce to an organization
- HR Report: A detailed report on the organization’s personnel changes over a period of time.
Payroll
Manage, calculate, and store employee salaries. The application helps you calculate salaries for your employees quickly and accurately
- Creating a payroll template: Create salary templates from available fields, The system supports many schools to calculate salary, The fields can be customized to suit each payroll.
- Employee roster: The system will automatically get a list of employees from within the HR application to calculate salary.
- Integrate with apps to get payroll data: Integrate with Timekeeping module to calculate time, Integrate with the Commission module to get employee commissions, Integrate with Human Resources module to get employee information.
- Generate individual salary statements for each employee: After closing the salary sheet, the system will automatically send the salary sheet to each employee.
- Reports: Payroll Report, Income Summary Report, Insurance Cost Summary Report, Payroll Overview (Chart), Payroll Department Overview (Chart)
Support Ticket
- Ticket management: Both customers and employees can create new requests, Integration with a knowledge base to optimize customer support, Support notifications via email, Support notifications within the system.
- Managing tickets by department: Assigning support requests to different departments based on their responsibilities.
- Managing priority levels of support requests
- Filtering out spam requests.
-
Service Level Agreement: Setting support timeframes for each ticket type and receiving alerts when the processing time exceeds the specified timeframe, When an SLA violation occurs, such as exceeding response or resolution timeframes, the escalation process kicks in to address the issue promptly.
Timesheets
Track your time easily and efficiently, Track working hours instantly and accurately.
- Work schedules creation: Creating work shifts Creating recurring weekly work shifts. Creating work shifts for a specific time period. Applying work shifts to all employees or a specific group of individuals.
- Checkin – checkout: Integration with the Check-in app for registering work clock-ins and clock-out, Self-registration of work clock-ins and clock-outs on the CMS, Easy modification and updating of work clock-in and clock-out information on the CMS
- Requesting leave: Easy leave request on the system, Automated management and calculation of remaining leave days, Employees can know the number of remaining leave days
- Reports: Generate attendance reports quickly, Reports can be generated by month or specific time period, Option to generate reports in numerical format or charts.
Sale
Sales Operations Management for Products and Services, Manage all sales business operations of the enterprise, from proposal planning, quotation to payment, invoices, and credit notes.
- Quote Management: View and analyze summarized quotes by status using Kanban or detailed list view, Manage personnel responsible for quotes, Easily convert and create contracts and invoices from quotes, Set up status and deadline alerts for relevant parties
- Proposal Planning: Plan Proposal Management, Quickly classify and manage proposal plans based on processing stages, Update status, transition phases, and change assigned personnel easily, Add quick exchanges and notes on opportunities, Convert and create contracts and quotes swiftly
- Financial Invoice Management: Create and store invoice information, Convenient and easy management of invoices, Quickly export and send PDF invoices via email, View transaction history, Assign staff responsible for invoices, Set reminders and add notes to invoices
- Manage payments: Manage payments through a list view , View payment details: Invoice number, amount, payment method, transaction ID , Export PDF files and send them quickly via email , Easily edit and automatically update invoice information
Accounting
Accounting and Bookkeeping, App recording and tracking financial statements to see the financial health of an entity
- Save time and money with Bookkeeping: Reduce the burden of manual data entry and prevent common human errors, Assist businesses and accountants in meeting tax deadlines, Enable business owners to access in-depth financial reports on the company’s financial status
- Dashboard: Profit & Loss Chart, Income Chart, Expense Chart, Cashflow Chart, Bank Accounts Overview
- Business Overview Reports: Balance Sheet Summary.Profit and Loss as % of total income. Profit and Loss Detail
Enterprise Chat Management Solution
Internal Business Chat Application. The internal business chat application enables directors, department heads, and employees from different departments within the company to communicate and collaborate efficiently, without the need for third-party communication software.
- The integrated online chat software within EtrustCloud xCRM allows employees and managers to communicate easily with each other, ensuring complete privacy and eliminating the need for third-party communication software
- Features include group chat and private messaging
- Easy file and image sharing
- Support for voice chat
Call Center
CFOX CRM integrates the VoiceIP solution right in the software. This tool helps businesses take care of customers anywhere and anytime. All information exchanged with customers is saved in the customer history.
- Users can make and receive calls from anywhere with an Internet connection using IP phones or softphones on their smartphones or computers. There is no need for dedicated devices.
- You can monitor and review all conversations between your employees and customers, including the ability to listen to call recordings. This allows you to have control over the content and quality of both inbound and outbound calls made by your staff. It helps promote careful communication with customers and enables you to ensure customer service standards are being met.
- It is easy to check and monitor the performance of call center agents. You can provide support to your agents in customer care by directly joining ongoing calls. This feature allows you to actively participate in calls and assist agents in real-time, enhancing customer service and ensuring a smooth customer experience.
- Customer information popup when receiving/making calls
- Monitoring agents in the queue and providing an overview of calls in the queue for the day, filtered by each queue
- Monitor agents online and their login/logout status for the queues.
- Generate reports on agents who do not answer calls from the queue.
- Monitor the queue status, including the number of calls waiting, agents in the queue, and the number of ongoing calls.
-
Comprehensive reporting and detailed statistics
There are no reviews yet.