| Managing Accounts (customers and suppliers) |
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Detailed information about business partners (customers, suppliers) Define the responsible person for each client. Organize the customer list using different criterias: activity domain, sales zone, custmer type (corporate/ residential), etc Define unlimited number of contact persons and addresses. Customer audit: history, responsible, etc |
| Products Catalog |
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Manage products and services supplied. Define unlimited numbers of product categories and subcategories. Particular definitions for products features/options. Generate products catalogs and tariffs Upload descriptive documents, pictures and technical specifications. |
| Events, Activities & Calendar |
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Offers an agenda for contacts and events, phone calls, meetings. Manage activities and work-orders. View work agenda or view activity list. Activity reports, analyze the efficiency and evolution indicators. |
| Sales Opportunities |
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Manage the sales opportunities in all stages until closing sales. Follow the most important information for coordinate the sales team. Estimate sales and analyze the efficiency indicators from the sales process. Analitics
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| Orders, Invoicing, Cashflow |
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Manage customers orders and sales sources Multiple/partial billing for orders. Manage cashing and balances. |
| Sales estimation |
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Oportunities Analyze Report with values and percent indicators for whole sales stages Evaluate sales teams performances and coordinate marketing strategy. |
| Shipments & Deliveries |
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Follow the transports and the merchandises Define multiple points for loading/unloading and transfer Define different forms (bordereau, delivery notice, customs documents, etc) Analitics |
| Acces rights |
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Acces rights may be granted for operations at user , group or organisation level. Can be granted as privileges [ view, edit, delete, print ] or pre-configured roles. |
| Internal messaging system |
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Send messages and notices to users Upload files and create notices
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| Integration with other systems |
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Possibility to integrate the application with others systems Create extensions/extern interfaces using specials protocols supported by Nan21 CRM. |
