SOFT CRM READY

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
• Chronological tracking on company card field basis
• Authorization system on company data field basis
• Contact Person Special Days Notification
• Representative Management

Representative Definitions

• Generating New Representatives
• Premium Entry on Representative Basis
• Assigning a representative to a company
• Agent / Vehicle Position Tracking System

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
• Appointment display on map
• Appointment Planning and Manager Tracking
• Appointment Reminder System

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

Complaint and CPA Management

• Complaint Entry
• Proposal Entry
• Activity Work planning and tracking
• Chronological Tracking of the Whole Process
• Document and Correspondence Linking

Batch Notification Management

• SMS Sending