Documentation for CRM-ERP
Features of the configuration module
All the most important settings of the CRM-ERP system are in this module, you can manage user rights, make subtle settings, change languages, customize mail, all drop-down lists and status edits in directories.
Sorry, the page is temporarily not available, new content is being prepared
Базовые модули CRM-ERP
Module clients
The module allows you to maintain a single base, create quick deals, a funnel designer for transactions will increase sales and control, a quick ring will speed up the work of managers
Task module
The task module is designed to help you accomplish the most things. The module makes it possible to control the execution of a large number of tasks. The calendar
Module for mail
To CRM-ERP, you can connect any number of mail accounts with division by department, in any department you can connect any number of boxes. All correspondence with the client.
Distribution module
Module for full-fledged sms and email marketing. For distribution, you can create your own letter templates, subscriber groups, mailing list scheduler, Exclusion from the mailing list at the address or domain.
Knowledge Base Module
The database for storing files and photos, the Test Designer gives you the opportunity to create your own tests and text and pictures for testing the staff. Tests can be sent
Module reports
In the CRM-ERP system there is a set of reports, for each configuration and module. The KPI report will help monitor the funnels of transactions and customers, will show the effectiveness of each employee
To fully automate business processes, control sales and increase potential traffic to the site, connect additional modules to your account.
