CRM for SMEs – Cloudmonki customer relationship management

This introduction to CRM for SMEs shows you the basic functionalities of ESPO CRM. Cloudmonki is an ESPO CRM integration partner and offers you a simple and complete tool for customer contact management and customer loyalty.

Find more information about Cloudmonki CRM for SMEs here. You can also find our package prices here.

Automation of sales processes

• Leads. Manage prospects and convert the data into opportunities, companies and contacts when the deal is completed. Everything with 1 click.
• Monitor sales opportunities, create cash flow forecasts and react in a targeted manner
• Manage accounts and collect and manage all data and activities centrally.
• Contacts can be assigned to different companies and other objects, so the necessary contact details are always at hand.

Calendar

• Meetings
• Calls
• Aufgaben
• Send invitations to participants.
• Google Calendar Sync (available with extension)
• Outlook Calendar Sync (available with extension)
• Shared calendars. Be informed about your colleagues’ appointments.

Emails

• Email Accounts. Automatic archiving of emails from personal and group mailboxes.
• Send emails directly from the CRM system.
• Email Templates
• Email Folders
• Email Signature
• Email Filters
• Mass Emails
• Multiple email accounts per user.

Social tools

• Activity Stream. A timeline shows changes and additions to an object. Notes and comments can also be added.
• Follow button. A user can follow different objects. So you don’t miss any changes. Self-created objects are followed automatically.

Analytics

• Reports (available in Advanced Pack). Possibility to build individual reports to extract information from the system quickly and easily.

Workflows

• Business Prozess Management (BPM) tool (available in Advanced Pack). Offers the possibility to model and automate business processes.
• Workflows (available in Advanced Pack). Actions can be triggered when certain conditions are met. Actions available: send email, update record, create new record, create notification, assign record according to specific rules.

Find more information about Cloudmonki CRM for SMEs here. You can also find our package prices here.