Point Technologies

CRM – Customer Relationship Management System

Main Information

Customer Relationship Management System

CRM (Customer Relationship Management System) is software that enables companies to centrally manage customer relationships. The system is used to collect customer data, track interactions, optimize sales processes, and improve service quality.

A CRM system increases the efficiency of sales departments, enhances customer satisfaction, and helps more accurately shape marketing strategies.

Key functions:

Storing customer data in a centralized database

Tracking contact and interaction history

Managing the sales pipeline and deal stages

Planning tasks and meetings

Automatic notifications and reminders

Reports on sales, marketing, and customer service

Main Modules:

  • Collecting and managing comprehensive data on individuals and legal entities
  • Adding contact information, social media, documents, and other details to profiles
  • Recording calls, emails, meetings, and other interactions
  • Chronological storage of all past customer contacts
  • Managing sales opportunities by stages (e.g., initial contact, presentation, negotiation, etc.)
  • Tracking statuses and probabilities at each stage
  • Assigning daily tasks to the sales and service team
  • Synchronizing meetings and calls with the calendar and sending notifications
  • Automatic sending of emails, SMS, or internal notifications when specific events occur
  • Automatic execution of sales workflows (e.g., sending a proposal 3 days after a lead shows interest)
  • Reports on sales volume, conversion rates, employee productivity, and other metrics
  • Charts and tables for visual analysis of activities and results

Instruction