This software manages general company activity and client collaboration. Key features include creating a company database, tracking contacts, invoices, contracts, and pricing, organizing tasks, and providing statistics and archive capabilities.
One of the most significant benefits of using So-net CRM is the collaboration with customers. The software allows you to create lists that contain information concerning all the companies that you collaborate with. You can then bind relevant data to each company in your database, such as price lists, invoices, contracts, payments, orders, and necessary files. Thanks to the multistep search function, you can find this information in a matter of seconds.
The software also contains an organizer called "Tasks" where you can remind yourself of important developments and plan your working time. Consequently, you can more quickly fulfill tasks that previously consumed too much time, like invoicing or payments account.
So-net also has an exclusive section for managers. Here, you can view the list of companies you are dealing with, edit their information, and communicate with them. Additionally, there are services like feedback to all email addresses in your database, messaging between system users, organizer "Tasks," and contacts accounting. So-net allows you to fix all contacts (calls, meetings, letters, etc.) with your partners and customers.
Furthermore, the software contains a statistical calculations section. All operations made by So-net users are tracked in this section. As the program administrator or director of the company, you can find information about all users' queries and the operations they perform. Moreover, this section includes an archive where you can store essential statistical data.
The software also has a diagram section that allows you to view and print graphs of managers' busy condition, managers' profitability, company profitability, and general activity. This feature is essential in generating reports that will help you make informed decisions.
Finally, the program has a flexible structure, so its basic configuration can be added with other sections and modules, depending on your needs. So, if you're looking for an exceptional CRM system for your business, I highly recommend So-net.
Version 2.0: N/A