Store every conversation, email, call, meeting and deal you’ve ever had with a contact.
Store every conversation, email, call, meeting and deal you’ve ever had with a contact. With CO3 online CRM you’ll always know who you talked to, what was said, and when to follow-up next.
Customer Relationship Management
- company view: let’s see all of your contacts from a company. See all of the conversations.
- customer view: drill down for a specific customer and see what happened with him.
- bulk upload contacts from XLS
- synchronize contacts from Facebook, LinkedIn or from your Google Contacts
- Google Maps integration – plan your trip to your customer easily
- search engine with filters to easily look up customers or segments
- search engine settings can be saved for later usage
- bulk emails sending with template system
- XLS export of customer data
- create as many custom fields as you like for customers
- sales-funnel handling and visualization
- customize printing of customer pages – for example you can create one page contracts
- access management
- reminders about dates and deadlines on screen or in email
- specific reports about the activities
Customer handling
- 360-degree view of you customers
- add customers to companies
- set access privilegs for each customers individually or in group
- store of all conversations, notes, meetings, phone calls and email
- add related to-dos to customers
- delegate customer if his contact manager was changed
- plan your future activity with the customer creating to-dos
- attach documents to each customers
- upload your customer photo from your PC or from Facebook
- look through your past entries in connection with a customer
- create invoice easily to your customer with CO3 online billing plugin
- set automatically recurring invoices
Integration with other CO3 plugins
- Stock & inventory integration
- Online billing (invoicing) integration
- To-dos plugin integration
- Project management integration
- Calendar plugin integration
Integration with other systems
- You can integrate CO3 CRM plugin with any other system with the help of the CO3 API