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CRM modules

CRM stands for “Customer Relationship Management”. The CRM Module allows  to automate customer relationship processes. 

MentorSiG’s CRM module is fully integrated with all the other modules in the system, especially Third Party Management (Clients, Suppliers and Members) and Service and Product Management.

“The main goal of a CRM is to achieve total customer satisfaction. Constantly improving and automating processes and personalizing service makes your target audience realize that your brand cares about them.”

Some functionalities  available in the CRM Module:

CRM combines all the entities in the customer relationship process: quotes, interventions, orders, invoices, projects, tasks, contacts, etc … making it easy to see everything you need.

Automatic recording of actions and events in the agenda.

Follow-up on contacts with third parties.

Quick, grouped view of everything related to  third parties.

Agenda management by user and by group, distinguished by color.

Registered mailings to send quotes, orders and invoices.

Private notes.

Managing general contacts, clients and potential clients.

You can send bulk mailings to third parties and create a simple newsletter at .

Search for third parties, contacts and products quickly and easily.


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