Costumer Relationship Management - CRM
With the Transfact Customer Relationship Management Module (CRM) you can handle all sales and customer services information such as:
- Customer Contact Information
- Customer Related Events
- Sales Order Details and Summaries
Customer Contact Information
Keep all the contact details of your customers together in an easy-to-access table.
Customer Related Event Tracking
Keep the history of all external or internal events and activities done for a customer or contact person.
- External event such as: Visits, Send documents, Services, Tel, E-Mail, etc.
- Internal event such as: Cost calculation, Drawings, Reminder Offer, Quality Issues, etc.
Attach relevant documents individually to the events (drawings, specifications, e-mails, etc.)
Filter and track events by customer, contact person, offer, order, etc.
Create various reports based on specific criteria or classification. Direct comparison with customized charts and tables. Data export to MS Excel or different formats.