IT • DESIGN • ARQUITECTURE • ENGINEERING • HEALTHCARE • SERVICES OUTSOURCING
With your free trial you can start using your CRM right away.
The trial includes:
- Access to a fully functional, cloud-based CRM.
- How to videos to get you up and running.
- Hands-on tutorials so you can easily perform common actions.
Start your 30-day free trial of SuricataCRM Cloud.
CUSTOMER RELATIONSHIP MANAGEMENT
- Create and manage opportunities
- Manage sales activity, meetings, schedule and support business management process
- Create contracts to establish business relationship basis
- Distinguish proposals according to the best sales and partnership strategy
- Define personal and team dashboards with custom information like sale pipelines, graphics, opportunities, events
- Customize your own widgets
- Obtain and share up to date digital product catalogs
- Integrate with ERP to obtain invoicing information and manage collection via CRM
- Create SLA batch notifications for opportunities to keep them in mind
- Integrate CRM with online store and manage sales activity in and integrated way
- Plan project tasks while consulting resources availability chart
- Track projects and obtain detailed timesheets, progression and rentability margins reports in few clicks
- Register times: Real Time Tracking (Stop and Play)
- Help Desk: integrate customer service tickets via website or e-mail, manage them and create service ticket dashboards
- Obtain schedules and share calendar with your team
- Integrate with time clock and create assiduity dashboards
- Manage vacations and absences
- Store documents on Suricata data bunker
- Create folder’s hierarchical system
- Create permissions groups and attribute
- Create workflow document archive and define document templates
- Create Custom Templates for Meta information