Customer Relationship management [PRO CRM ]

PRO CRM system is based on vtiger; the software enterprise with a mission to build and deliver the most open, easiest to use, most customizable, and most accessible CRM solutions for small and medium enterprises.

vtiger is supported by an active community of developers and partner networks in more than 110 countries. More than 300,000 businesses including Fortune 500 companies use vtiger to manage sales, marketing, support, inventory, and more!

We implemented 38 projects into 8 different markets and provide Android & iOS mobile App.

PRO CRM Call Center module:

• Support Asterisk, Yeastar, and Grandstream call center systems.
• Provide notification for the call center agent with the caller information at call ring.
• Click-to-Call, make calls by clicking the phone numbers rather than typing them at your phone.
• All incoming & outbound calls are logged and linked to their relevant records (leads \ accounts \ contacts).
• Automatic assign of after-working-hours & abandoned calls for agents for calling them back. Abandoned calls are the customers who hang up before the call center agents answer their calls.
• For abandoned and after-working-hours calls; if the caller number is new, then it’s automatically saved as a new lead, and the agent will record its information after calling him back.

PRO CRM Auto Dialer module:

• Define an auto dialer campaign.
• Assign leads & customers as the campaign target.
• Track the automated call status (answered or not), and callee feedback.
• For unanswered calls, the system automatically retries them later.

PRO CRM WhatsApp module:

• Automatically send WhatsApp messages in predefined events. Also, users can send WhatsApp messages manually.
• Link WhatsApp messages to the related records (leads \ accounts \ contacts).
• Run CRM action based on the received WhatsApp message, ex. create ticket.
• Track sent messages are read on not.

PRO CRM Marketing Management module:

• Record your campaign details and their different marketing channels.
• Set the campaign target from the existing leads, accounts, and contacts.
• Automatically track the campaign actual results as follows:
  • New generated leads.
  • Issued offers.
  • Closed deals.
  • Return on Investment (ROI).
• Compare the campaign expectations versus the actual results.
• Telemarketing campaigns can be automated through our PRO Auto Dialer system.

PRO CRM Social Media Integration module:

Integrate 2000 applications into PRO CRM to automatically create any relevant CRM record.

PRO CRM Mailchimp Integration module:

• Bidirectionally sync Mailchimp lists to PRO CRM leads, contacts, and accounts.
• Bidirectionally sync Mailchimp campaigns to PRO CRM campaigns.
• Integrate Mailchimp campaign performance results into relevant PRO CRM records of leads, contacts, and accounts.

PRO CRM Lead Management module:

• Presales team record the leads and identify their status (interested – not interested – unmatched request).
• The interested leads are routed automatically to the sales team in a fair way, while the leads that you can’t match their requests will be contacted later by the presales team when they can match their requests.
• The sales agent will follow-up his leads and records the follow-up activity result and the next follow-up date, and the CRM will track the missed follow-ups.
• Finally, the sales agent will convert a lead to a customer, or mark it as non-interested and indicate the reason.

PRO CRM Sales Management module:

• Record the products & services details.
• The sales agent creates quotations and turns into sales orders after customer approval.
• The sales quote form will display the available payment plans, and the sales agent will apply the most suitable one for the customer.
• Payments are automatically attached to the sales orders, and the collection is updated by the accounting department.
• The sold item status is automatically updated based on the collection status.
• The financial rules are applied automatically for the cases of; early payment, contract cancellation, and payment delay.

PRO CRM Customer Service module:

• The customer support team records the trouble tickets and classify them by the intended department, then CRM automatically routes them to their departments.
• CRM will notify the customer support agent when the intended department records the ticket reply, then he contacts the customer back and closes the ticket if customer is satisfied.
• If the customer isn’t satisfied by the department reply, then the customer support agent will flag the ticket to be automatically routed back to the intended department.
• CRM supports ticket escalation from the intended department to higher management levels based on your service level agreement.
• Department managers can record frequently asked questions (FAQs), to enable the customer service team to close the tickets faster without need to route the tickets to their intended departments.

PRO CRM Survey module:

• Define your survey templates as follows:
  • The question.
  • Answers drop list if applicable.
  • Option for the customer to add a comment or not.
• Assign leads & customers as the survey target.
• Record the survey response linked with the relevant record.
• Survey can be automated through our PRO Auto Dialer system.

PRO CRM SMS module:

• Automatically send SMS in predefined events. Also, users can send SMS manually.
• Support bulk SMS.
• Track SMS receiving status.
• Link SMS to the related records (lead \ account \ contact).

PRO CRM Projects Management module:

• Record the projects details, tasks, milestones, and implementation monitor activities.
• Define custom financial rules for each project.

PRO CRM Purchasing Management module:

• Record suppliers’ details and their price lists.
• After receiving the customer request-for-quotation (RFQ), CRM creates automatically RFQ-to-Supplier for out-of-stock items.
• RFQ-to-Supplier is reviewed by purchasing manager before automatically emailed to the supplier.
• After receiving the supplier quotation, CRM applies prices automatically to the customer RFQ based on the pricing rules in order to issue an offer to the customer.
• After receiving the customer purchase order (PO), the purchasing manager issues a PO to the supplier.

PRO CRM Inventory Management module:

• Record the products details including the profit margin classes to apply the proper profit margin for each customer based on its class.
• Integrate the products information into your sales, marketing, and support processes.
• Support multiple warehouses.
• Define stocking rules per item per territory such as minimum stock level, minimum PO level, and customs.
• Create automatic inventory notes as follows:
  • Receiving note at item arrival.
  • Reserve note when receive the customer PO.
  • Exit note at item exit.
• Support the sales orders that being delivered into separate batches per customer request, where each delivery has its automatically generated delivery ticket & invoice PDFs. In addition to, after each delivery the customer balance per each item is updated automatically.

PRO CRM PDF Generation module:

• Automatic generation of quotes, sales orders, invoices, and any other templates into PDFs.
• Enable CRM to automatically add generated PDFs to CRM documents or send by email.