CRM is a customer relationship management system. Vendo CRM collects customer data, tracks contacts, automates sales and marketing, and improves customer service. It assigns tasks, plans interactions, and manages document flow within the company, ensuring that deadlines and tasks are met. It streamlines contract acquisition and marketing campaigns.
CRM, together with theWorkflow subsystem, defines procedures such as creating offers, handling complaints, and processing vacation requests. This allows the company to better understand its customers, increase their satisfaction, and build lasting relationships, which improves business efficiency.
What functions does Vendo CRM perform?
Tasks and contacts
task and contact scheduling
graphical representation of tasks in the form of a calendar
access (according to permissions) to other colleagues’ calendars
Managing sales processes (leads)
Maintaining a sales process card (lead) – Vendo.CRM allows you to effectively track and manage leads from the moment of first contact until the sale is closed.
Creating offers, tasks, and notes as part of the sales process
Sales process automation – CRM enables automatic assignment of leads to appropriate sales representatives, generation of tasks and reminders, and sending of automatic messages
Sales funnel analysis – CRM enables sales funnel analysis, allowing you to monitor progress at each stage of the sales process and forecast future sales results
Workflow – task and document circulation
creating a so-called “case” – enabling the circulation of tasks and documents – freely or according to procedure. A case is a document (e.g., invoice, cost sheet, contract, complaint) whose creation or circulation is carried out by different people
assigning tasks based on cases, including within projects, sales processes, marketing campaigns, or orders
defining task and document circulation procedures in a graphical tool (BPMN)
Alignment with company processes
defining your own documents (e.g., acceptance reports, complaints, etc.)
defining the appearance of event forms (tasks, contacts, custom documents) – visible, hidden, and mandatory fields
defining event prints
graphical process configuration tool (BPMN)
Logbook
scanning documents and handling the electronic document circulation process (within the case),
Working time accounting
Recording work time for tasks, contacts, projects,
