Prospects and Customers
Follow your prospects and customers, and reuse them with other modules.
Create your prospects or customers
Just enter the name of the third party and its type (prospect and/or customer) to create it in your database. A unique customer code reference will be automatically set according to your numbering rule.
Record any other data (email, address, language, tags...) to make a more accurate management of your third party database. If predefined fields does not suit you, just create yourself all attributes you need with the type of your choice (string, amount, date, combo list, checkbox, ...)
Attach any notes or files to your prospect/customer sheet.
If you have a lot of sales representatives, assign them to dedicated prospects or customers, so if you will be able to get statistics per sales representatives (Sales, Margins, Events).
Merge third parties to remove duplicate record.
Create alternative contacts/addresses
If you need, you can create one or several alternative addresses for each of your prospect or customer record (one record/address for the director, another one for his assistant or for the delivery or legal service). Assign such contacts to any business document (commercial proposals, orders, etc) so correct name will be automatically set on generated PDF documents.
Set status and potential of your prospects
If you need to, set a contact status and a potential to your prospect. You can define the different prospect potential/levels according to your need.
No need to spend time to modify the Prospect status after a contact is done, just modify the status in one click from your list without opening the prospect sheet.
Create and convert your Quotes, Commercial proposals, Sale Orders, Interventions, Invoices, ...
Create rich documents using a WYSIWYG editor or reusing predefined products and prices, using a WYSIWYG editor or reusing predefined products and prices, according to the modules/features you enabled, like Quotes or Commercial proposals, Sales Orders, Interventions, Invoices, etc. Manage documents from dedicated menus or directly from the third party sheet. Your prospects can be converted into customers automatically when a Quote or Commercial proposal is accepted.
Follow-up your prospects, your customers
List and filter your database on any attributes, tags or status.
Send emails to your contacts directly from the application, using predefined emails templates.
Reuse your prospect or customer database to send mass emailing with the Mass emailing module
Export your database with the Export module to reuse your qualified record with other external tools.
Find all the events related to your prospects and customers such as proposal creation, invoices validation... and many other events using the events recorded automatically according to the module Agenda settings.