CRM system for sales of customer base


Magerp CRM for sales is the most accessible and easy to manage system that contains all the most necessary tools for business. Now you can automate all processes working in a single interface abandoning unnecessary programs. On the basis of the platform, you can make calls and carry on correspondence, create a single customer base and effectively manage sales, conduct warehouse and financial accounting and make inventory, as well as to organize a fast product delivery.


CRM MAGERP for sales contains a set of necessary tools:

  • Accounting and a single database of potential customers; history of calls and correspondence for each client
  • Automated process of orders, payments and commercial offers management.
  • Tools for communication with customers. Virtual ATC and mail are integrated with CRM.
  • Programs that allow you to effectively plan time-schedule, set tasks and provide reports.
  • Full control over business processes.

Our aim in this sphere is to facilitate the work of managers and increase the sales efficiency. Exactly because of this reason, MAGERP CRM for sales has a great list of tools, but at the same time, it’s extremely convenient and understandable system.


The main feature of this CRM configuration is the client module, which allows you to:

  • Personally adjust those fields and shortcuts that are necessary for your business;
  • Classify the customer base.
  • There is a personal cabinet in the module, in which you can display information for the customer, for example, all transactions or joint tasks. If necessary, logging into the crm and personal cabinet can be configured directly from your web-site.
  • Carry out a history of purchases and communication, calls and correspondence with each of the customers.
  • Have available and automated up-to-date information about each customer.

MAGERP CRM for sales holds any contacts of employees and customers (calls, chats and correspondence), and all information is stored in a single system. If necessary, you will be able to look through the data of each customers in order to make the negotiation process with him the most effective.

The availability of the Customer's Personal Cabinet not only allows establishing the communication process, but also significantly increases its loyalty by prompt response to requests and questions. After you have automated all processes, created a single database and had the tools you need, you will be able to develop your business, increase sales and profits dynamically.


CRM client base system consists of modules:


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.


Features of CRM-ERP modules:

Module Features

A convenient database of clients with customizable fields. If crm does not have the fields you need, dropdown lists or statuses, you can add them to the view settings and directories, or rename existing ones. Next on all lists, you can build reports.


Database of clients


Universal import

Importing any data from any system in CRM MAGERP is done very simply, after you configure the view of the client database, do the export from the client database. Adjust the columns of your database to this template and with the help of universal import you can import any data into the fields and lists you need.



Rapidly ringing

Quick access to the customer card, very convenient function for quick calls and quick access to customer data. You get access to the data without reloading the pages with the ability to change data, send an offer, put a task or create a deal




For the convenience of sorting, we have developed customer tagging, tags will help to introduce an additional order in the clients, it is very convenient to use for mailing or dividing customers by some types


Sending sms and e-mail

Sending directly from the client database, you can pre-create email templates and send them. In sms you can specify your unique signature



Funnel of customers

Customizable sales funnel with the ability to filter by status, date, department and employees




For the sale of services under the contract or just one-time transactions, in crm for the convenience of work, automatic formation of contracts, commercial offers, making periodic transactions is realized. To transactions you can add tasks, generate invoices and acts, with sending to the client by email. The deals have a function of projects, this is implemented to control the execution of tasks, it is well suited for developers where to perform a transaction you need to perform a number of tasks with different deadlines. In projects, you can create a link for the client, where he can monitor the execution of tasks with the ability to comment. All projects are displayed in a separate report, All history of the client transactions are displayed in a separate tab, in the customer card



Dashboard for the client

For the convenience of working with partners and customers to organize access to their customer card, you can, with the help of a personal cabinet, in the office, you can restrict access to client card tabs through setting the view

Demo cabinet:
Login: demo-kabinet
Password: demo



Map + GPS online

The output of all clients on the map, which can be displayed in any web interface.

Track the online location of couriers, drivers, managers




Task Module Features

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 task calendar always guides you about business for today or the future, and a convenient pop-up reminder will not let you forget about it.

The task can be assigned to any client or transaction.

The task can be placed on any page of the crm system without transitions to additional tabs, as well as in the customer's card, in transactions and in the task module.

The task can be set deadline, time limit for execution, add files, task type, comments, add observers to the task in which this task will also be displayed.

In the task book all tasks are displayed in the tabs: All active tasks | Assignments for me | My tasks | Observer | To check | Archive.

Convenient grouping of tasks on clients and tagging will help with sorting tasks.

Advanced task search.

You can delegate to another employee or make a new one based on the old one.

Notification by mail or sms.

Report on tasks and clients without tasks, by types and employees


Module Features Knowledge Base and Testing

A convenient knowledge base is perfect for staff training.

  •      Notify employees of changes in documentation.
  •      A convenient text editor with the ability to upload photos
  •      Restricting access to knowledge base sections by department.
  •      Ability to download files of any format
  •      Archive
  •      The test designer gives you the opportunity to create your tests and answers for testing the staff.



In the Crm Magerp, you can connect any number of mail accounts with division by department, in any department you can connect any number of mailboxes

Reply to the mail you can from crm, without additional mail programs.

In each client, you can view the correspondence with him with the ability to respond to him without opening additional mail programs.

  •     Service Desk
  •     Ticket system for the department
  •     Autoresponder
  •     Scheduled sending of letters (for example, you wrote a reply to the letter at one o'clock in the morning, saved, planned the dispatch to the addressee at 9.00 am and crm itself will send it)
  •     A separate signature for each account


Features of the module for newsletters

In the CRM system, a full-fledged distribution of sms and emails for email marketing is realized.

  •     Create your own email templates,
  •     Create subscriber groups,
  •     Exclude those who do not wish to receive emails from the e-mail or domain
  •     Distribution Scheduler
  •     Instructions how to set up a newsletter that would pass spam sheets, smpt settings and test emails for zapamlenost
  •     Grabber's email
  •     The database of companies for downloading their own contact database of companies, with sorting and filtering by business lines and region.
  •     Reports
  •     You can send email and sms from the client database.



In the CRM system there is a set of reports, but for each configuration we add our reports based on the data in crm and the specifics of the customer's business.
Basic set of reports:

  •      Sales funnel
  •      Exits to work
  •      Sent sms
  •      Customer inputs
  •      System Logs
  •      Customer Report
  •      Sales funnel
  •      Geo position of employees
  •      Balance
  •      Transactions
  •      Financial

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