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GS CRM enables you to record, organize and retrieve information exchanged with customers, suppliers and business partners, assuring strategic management and effective follow-up.
Emails, internal messages, notes, sales reports, invoices, estimate follow-up ticket –in short, any exchanged information can be stored and retrieved. Emails are automatically linked to the customer ID, estimate and job. You can share any information regarding customers, estimates, jobs, subcontractors and suppliers with your team.
GS CRM is not only a must for generating sales reports, managing contacts and following-up on estimates and customer requests, but it enables you to truly manage customer relationships by recording all
exchanges with customers and orders placed with sub-contractors and suppliers, and keeping this information in the job history.
Key Features
- Create customer files with customized fields
- Group information by classification
- Inform team members
- Archive customer history
- Receive notification of new information
- or tasks to be carried out
- Link incoming email to related items (estimates, orders …)
- Email and mass email management
Key Benefits
- Increase customer service quality thanks to better understanding of customers’ needs
- Keep current customers satisfied
- Win new customers
- Increase revenue
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