Our Crm
Features
ACTIVITIES
You can see all that has been done to close the deal like meetings, calls, emails and tasks. Everything in one place for and easy overview of the situation.
CONTACT CENTER
Manage your daily tasks better using a pre-configured single window interface. Users can easily manage request queues, perform mass communications, share infromation and monitor their own performance in a single window interface.
DEALS
These are your opportunities. You can move them between sale steps and see all the information connected with them. Get to know how many deals are won/lost, how many deals were made in a specific date range for your agents. You can also see full information on a deals history to track what has been done and what hasn’t so you can plan your next steps better.
MANAGAMENT
Manage your agents permissions and decide what access level each of them should have. It defines very specifically what they can do. You can also keep a single database with infromation about all your clients, partners and providers, thus building a full knowledge base about future, past and current deals.
DOCUMENT FLOW AUTOMATION
Create new documents in the system and store/track them, specify their type or link them to customers. Take advantage of an automated document approval process and attach scans and copies of documents. You can also create new documents using the pre-set templates and populate them with data from the system.
OPPORTUNITY MANAGEMENT
Take control over the complete customer journey – from lead generation to loyal repeat sales. Effectively plan your supply and payments schedule and manage deadlines set for orders processing, while also leveraging valuble data collected throughout the negotiation process to effectively define the sales tactic.
Send bulk email for free and analyze what works for you
Develop your leads with bulk email that is easy to make and is automatically optimized for different devices. With the ability to personalize your emails using contact data from your Trackomer. Find out what emails convert best for you, spot trends in how leads visit your site.
Capture new leads, and grow your database
It will not be sufficient to market to the leads you already have, attract more visitors to your site with free ad management tools, and grow your database with free form tools that turn visitors into qualified leads.
Track activity and performance
Make views and automate actions to easily manage your contacts and data. With built-in reporting, get a clear look at the metrics you care about most. Monitor and track all the tasks and activities that make up your relationship with customers.
Manage all your existing customer communications from one single inbox
Connect with and support all your customers using free tools for tickets, live chat, and shared team email. Trackomer gives your whole team one place to view, manage, assign, and reply to every customers regardless of which messaging channel it came from. All customer contact records are easily manageable right inside the inbox, so that you have the perfect overview of every interaction
FAQ
What does CRM mean?
CRM means Customer Relationship Management and it allows companies to manage business-related processes and all the data that is associated with them
How does CRM work with customer emails?
CRM capabilities allow for integration with various mailing solutions from Microsoft Outlook to Google Gmail making it possible to retrive emails sent from your customers, automatically direct emails to appropriate users based on workflow rules, send auto replies back to your customers and automatically associate emails with incidents or customers.
How long does it take to implement a CRM solution?
Implementing a finished and ready solution will take you a couple of days, although, if you need CRM that fully works for your business. However it is also worth it to build a custom solution so that the length of your project is reduced by 2 to 6 months depending on a few considerations such as how much data do you have to import, the number of customizations that are necessary, and how many departments/users will use CRM
What people ask
How can i import data to my CRM?
Weather your data is stored in notepads, Microsoft sheets, databases, or other CRM, you can import the data into your Trackomer system. It has 3 basic stages normalizing the data, creating .csv or .xls with the defined fields to remove access or duplicate information and upload it to your Trackomer and finally you can review the imported data and fill in the empty fields or add attachments and notes.
What modules can be integrated into CRM?
The most popularly integrated modules are Sales, Marketing and Service but these can also be modified to go under other names and uses such as Client Management, Order Management, Invoice Management, Events and Task Management, System Dashboard and etc.
How does CRM help with sales?
CRM can help your team throughout every part of the sales cycle, from leads to customer management. Here are a few use cases such as view and managing account activity and communications, use reports to forecast sales, measure business activity and identify trends, as well as being able to access, update or share information across teams and departments.
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