CRM Surpasses Systems.CONTACTS• Monitoring of calls made to the company/person (follow up)• Creation of contact types for filters (billing, prospecting, etc.)• Contacts made are linked with crc• Generation of tasks automatically from a contact• Reports of contacts madeTASKS• Task control by user or user group• Determine deadline for task execution• Task priority level• Task status control (created, verified, running, completed, etc.)• Miscellaneous reportsE-MAILS• Tool for sending emails through the data contained in the records• Emails sent related to the member relationship center• Sending personalized documents, performing automatic data exchange• Default header and footer configuration• Sending email to specific listings at the same timeDOCUMENTS• Document Manager• Creating standard documents• Personalized sending of documents (email or direct mail)• Document scanning (storage of scanned documents)• Works with database fields• Documents issued are linked with the crc
Supera CRM
