We created for a big Italian catering company, a complete CRM to manage customers, quotes, attachments, contracts and documents.
The Best CRM feature is an automated integration with web portals like matrimonio.com, guidacatering.it, Prontopro.it, and an amazing email scanner able to catalog all the conversations for each user and insert them in a complete history record even with attachments
Automation in reading emails received from portals, with automatic creation of potential customers called "leads" on which the sales process is then created
Automatic scanning of email conversations with creation of historical communications for potential customers. Any attachments sent (such as documents and quotes) are automatically included and added to the management system.
Other functions available as in normal CRM management software, such as customer records, estimates, invoices, timetables, contracts, reminders, notes and calendars. On request also available support system through ticket for its customers.
Comparison in percentage with other software in the sector