CUSTOMER RELATIONSHIP MANAGEMENT
From the 1st HELLO to the FINAL INVOICE.
AM8ZE CRM helps to build and improve your relationship with new and existing customers and reconnect with former customers. Designed to streamline your processes, AM8ZE CRM is one of the most powerful management tool in your arsenal to manage, renew and expand your business!
CUSTOMER MANAGEMENT
GET A 360-DEGREE OVERVIEW OF EACH DEAL AND CLIENT.
- Create a company-wide contact base, and manage proposals in a pipeline view for effective communication and billing.
- See all customer-related information on a single page – past meetings, quotes, related salespeople, email conversations, etc.
- Create and send quotes and invoices to new and existing clients.
- Search, filter and sort your contacts based on configurable tags, categories, location, latest activity, etc.
TRACK RESULTS
FIND REAL-TIME ANSWERS TO IMPORTANT QUESTIONS.
- When was the last contact with a particular client?
- How many orders are in the closing stage of the sales process?
- What was agreed upon during the previous sales meeting?
- Add your key metrics and information to a KPI dashboard for a one-click overview of your sales process.
- View real-time financial reports on sales, quotes, orders and compare two periods to see trends over time.
BOOST SALES
SALES OVERVIEW
- Oversee every aspect of your team’s sales performance on one dashboard.
- Get a visual overview of your sales funnel. Drag and drop deals as they move from one stage to another.
- Pipeline Report will show weighted averages for future months by stage.
- Display all the important data such as sales results month over month, team’s leaderboard, attained sales and exceeded budgets, etc.
MANAGE YOUR CLIENTS
RETAIN FIRST, ACQUIRE SECOND
-
- Keep your customers informed
- Thank your customers
- Execute Loyalty Programs/Schemes
- Offer related or complementary products
