With the Digital CRM system, you can manage your relationships with customers.
System features and advantages:
- Managing quotes and targeted customers:
- Organizing the field and electronic marketing process and archiving potential customers.
- The ability to manage quotes and follow them up electronically with the customer.
- The ability to send quotes via email to the customer directly.
- The customer can approve, reject or comment on the quote through the website.
- The ability to convert the quote to a sales invoice that appears in the customer's account on the website.
- The ability to take a comprehensive view of the customer's movement easily, including: (quotes - invoices - pending payments - project status - remember technical support - subscriptions and renewal).
- Project management:
- The ability to manage customer projects and follow them up moment by moment with ease and flexibility.
- The ability to add a number of users as members in implementing this project.
- The ability to create a group of sub-tasks under the project and assign them to users according to their specialization.
- The ability to follow up on the status of tasks and the time taken to implement them and add any comments on them.
- The ability to manage invoices, payments and expenses related to the project.
- The client who owns the project can view the progress of implementation through his account on the site and add his comments.
- The ability to archive all documents and files related to the project.
- Managing technical support tickets:
- The ability to create technical support tickets in several different ways (internally - via e-mail - via the electronic customer portal).
- The ability to divide technical support tickets into several levels according to priority and specify a time period for closing the tickets.
- The ability to create responses to it to facilitate the technical support process and respond to customers.
- The ability to transfer the ticket from one department to another according to needs and powers.
- Show notifications to the relevant department if the specified ticket closing period passes without making any changes to it.
- Internal management and organizing workflow:
- The ability to add all users, each according to the powers assigned to him.
- The ability to send circulars to management electronically.
- The ability to manage activities and events for the facility in its various branches and locations.
- The ability to manage employee attendance manually through the CRM website.
- The ability to follow up and display a summary report on employee performance and achievements.
- Ability to view, follow up and process unblocked technical support tickets.
- Internal chat between all CRM system users.
- Ability to build a Knowledge Base as a reference for the most important questions and answers for your customers.
- Ability to send a leave request and wait for approval or rejection from management.
- Manage internal events and create a timeline showing all important dates.
- Obtain reports showing the most requested products and services and the number of technical support requests related to them.
- Obtain reports showing the extent of each user's achievement.
- Obtain reports showing the extent of each project's achievement as a percentage.
- The site provides Gantt charts to facilitate the presentation of reports in a professional and useful way.
- More than one dashboard chart can be created for easier control and to see the largest possible amount of information easily.
And many of the wonderful features provided by the Digital CRM customer service management system can be found in the attached file.
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