CRM and Pre-sales
From Sales to Contracts Management in an all-in-one Solution
The CRM module covers the entire life cycle of the activity, from prospecting to billing, including reporting.
The CRM Module offers a valued view of the commercial Pipe and allows to trace all the exchanges with the prospects or the customers and to organize the tasks to make the salesmen.
Prospecting
- Monitoring of commercial actions and exchanges
- Dynamic Prospecting tracking chart
Sales Pipeline
- Organization of commercial records by status
- Real time information access
- Synthetic Dashboard
Sales Portfolio
- Collaborative Mode
- Identification of Opportunities
- Monitoring and historical record of tasks and exchanges
``The data of your customers and prospects gathered into a single solution”
This customization is accompanied by a real-time monitoring of the tasks, as well as a calendar integration. You then have all the elements to effectively follow every step of the commercial management!
``The data of your customers and prospects gathered into a single solution”
This customization is accompanied by a real-time monitoring of the tasks, as well as a calendar integration. You then have all the elements to effectively follow every step of the commercial management!
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34090 Montpellier
France
BARCELONA
Avinguda Diagonal, 415
8ª Planta
08008 Barcelona
España
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BSA Conseil with Fitnet Manager is certified ISO 27001 for its entire scope of activities : design, development, distribution and operational maintenance of the ERP SaaS solution Fitnet Manager!
Fitnet Manager is committed to respond always more efficiently to the RGPD requirements. We protect personal data: database encryption, anonymizing actions and mass data purging are provided by the software.
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