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FirstBIT ERP

Clients & Sales

Manage the entire sales cycle from lead generation and opportunity identification to invoicing and relationship nurturing.

Accounting of all prospects and existing customer's preferences

Central database to keep of all enquiries, calls and counterparties, including contact fulfillment history

Tracing orders, quotes and payments(full control over the deal throughout the sales funnel)

Automation of your manager's labor. Scheduled events and assignment, including trigger notifications

Confidentiality and security of sensitive and customers data

Access from anywhere in the world using a mobile app

Improve conversion.
Boost sales.
Increase loyalty.

Module features

Record
  • Customer and contact database management
  • Contact history (emails, calls, meetings, commitments, etc.)
  • Customer contract accounting and storage
  • Automated lead collection (emails, website forms, public channels)
  • Integration with product catalogs
  • Invoicing
Management
  • Lead and deal management
  • Comprehensive sales cycle management
  • Account management quality assurance
Analysis
  • Sales funnel and reporting
  • Customer base analysis
Planning
  • Contact scheduling (calls, emails, meetings, negotiations, etc.)
Other
  • Marketing tools
  • Email marketing
  • Integrated telephony & call recording
  • Mobile CRM
  • CRM change history

Deployment Options

Cloud
On-premises

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