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.
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.
- Send invitations to participants.
- Google Calendar Sync (available with extension)
- Outlook Calendar Sync (available with extension)
- Shared calendars. Be informed about your colleagues’ appointments.
- 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.
- 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.
Quotation and order processing
- Reports (available in Advanced Pack). Possibility to build individual reports to extract information from the system quickly and easily.
- 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.