SOFT CRM EASY

Company Management

• Company Card Definitions
• Company cards control and block fields
• Adding scanned documents to company cards
• Categorizing companies according to service types
• Company Parameters
• Company Automatic Position Finding and Arranging
• Group Company Management
• Contact Person Management

Representative Management

• Representative Definitions
• Generating New Representatives
• Premium Entry on Representative Basis
• Assigning a representative to a company

Meeting Management

• Meeting Data Management

Chronological Tracking

• CRM Activities Chronological Tracking

Appointment and Visit Management

• Appointment Data
• Appointment Participant Confirmation System
• Appointment Tracking Through Calendar
• Adding tendered offers to system and tracking
• Exchange and Outlook Integration

Excel Integration

• Getting SOFT Web CRM Data in Excel Format
• Transferring Customer Data to the System in Excel Format

Reporting

• Customizing Reports
• Management of Fields to Print Reports