15 Vital characteristics offered by the CRM AMC platform

The CRM AMC platform is permanently updated with the latest features to ensure an optimal experience of use that corresponds to your needs. Our team works permanently to improve the CRM system.

1. Company configuration

Configure the profile, the logo, the description, the and -mail addresses, the bank accounts, the signature, the VAT shares, the documents and these will be automatically detected on the documents issued via CRM: offers, contracts, additional documents, test invoices, invoices and tax receipts.

Save the general terms of a contract or create contracts for contracts to facilitate their issue during the use of the platform.

Activate the decrease in stock if you sell products and you want to manage actions using the CRM platform.

It establishes the payment deadline for invoices, customer notifications regarding the high school maturity of unreachated invoices and notifications for you regarding the expiry of the contracts.

2. Most users management

The multi -power function has been specially designed and specially implemented for companies that have several employees. You can create an unlimited number of users and for each of them you can choose the features that will have access to the CRM platform.

3. Management of the company’s e -mails

It is possible to configure the addresses and -mail of the CRM AMC company and you can give each user their address. The user uses email to take requests and transform them into potential customers, to transmit documents to customers or suppliers, but also for correspondence. The e-mail function integrated in CRM works like any other mail customer.

4. Use of the calendar

Since time is precious for any of us, it shouldn’t be wasted. Especially in business, where every second can make a difference. There are more tasks, the more overwhelming you can manage all the operations in a timely manner. Dating sets with customers or suppliers and you will be notified in time.

5. Adding and management of potential customers

Customer relationship management solutions (CRM) are not only useful tools, but are fundamental for the perspective, conversion and maintenance of customers. If the AMC CRM system is used correctly, you can easily increase the conversion percentage and maintain customers.

6. Customer management

The CRM AMC software offers the possibility to record the information necessary for the efficient management of customers, i.e.: telephone number, e -mail address, site, source (website, telephone, recommendation, social networks, …), services or products sold to each customer. You can also complete the observations you want to consider, but also what is the current state of the customer.

Production management means, first of all, long -term partnerships. The CRM AMC platform not only helps you easily manage services, events, offers, contracts, invoices and receipts to each customer, but also offers tools for their analysis.

7. The services or products of the company

CRM AMC offers you the opportunity to complete a list of services or products. It is possible to complete the name of the service/product, the code related to it, as well as a description on what the service provides for the supply of further information which can be accessed when necessary. In addition, in addition to this list it is possible to insert the price for the service, the currency in which it is marketed and, last but not less important, it is possible to add the validity period offered, if necessary or stock if the company sells products.

8. Creation of offers

The CRM AMC platform is designed in such a way that operations relating to the creation and management of offers are made very easy. Through the CRM AMC platform, it is possible to monitor the offer itinerary as follows:

• Generates new personalized offers for each customer based on the information obtained by it and the services recorded on the platform
• Establish the term of validity of the offer
• Modification of the status of the offer based on the customer’s decision
• Automatic generation of potential contact data with customers
• Calculation of the value of the services/products offered
• Save and direct reference to the offer via e -email of the customer based on predefined models on the platform
• Download the offer in PDF
• Monitoring of the customer’s activity in relation to the offer

9. Generate contracts, attachments, additional documents, minutes

The CRM AMC software is also used to create, sign, send, renew and collect contracts. It is designed to replace the manual management of physical contracts and for exceptional cases in which the generation of contracts is performed externally, their data can be entered manually on the platform for complete management.

The platform offers models of contracts that you can easily complete using the data and services entered in the CRM, so you can send them by e-mail or you can save them in PDF format. Complete the expiry date of the contract and the system will notify you a number of days, set by you before the deadline.

10. Online billing

Creating typical invoices has never been easy, it is a repetitive process that becomes boring over time and can lead to many mistakes.

CRM AMC is a platform that can also be used for the issue of proform invoices, tax or recurring invoices. You can access it and used from any device with internet connection (computer, tablet, mobile phone) which facilitates the design of domestic invoices, office, cars or mountains. It doesn’t matter where you are, you just have to have a device connected to the Internet.

11. Invoice collection

The CRM AMC system offers a complete and analytical vision of the company’s revenue, which is essential to maintain an effective situation.

An efficient company management system of the company is not only the key to the profitable growth of companies, but it is also fundamental for customer satisfaction. If the control process is in one system and the billing is in another, make room for possible mistakes, delays and wrong ideas.

12. Management payments

Advantages of the use of CRM AMC for the management of suppliers and payments for them:

• Create a centralized database of all suppliers
• Easily pursues suppliers’ events
• Add the bills and follow their payments
• Receive notifications for bills due
• Generate payment reports

13. Generation of relationships

With users of the AMC CRM software they can generate and view statistics from an extremely visual and captivating perspective using personalized reports and on -board paintings. Provide real data updates. The management can use these reports to make decisions based on real data.

14. Third parties of third parties integration

Integrate the payment with the card and offers customers to choose the favorite payment method: card payment, bank transfer (op) or cash.

Authorizes CRM AMC to be able to send invoices via the portal for the RO farm with only one click. It is also possible to check the state of the transmitted invoices.

OR

Export the invoices in XML format and manually charged in SPV

• Export the invoices for the desired accounting program: Saga or Next Up

15. Users’ activities

An effective system of managing the tasks of the employees of a company helps entrepreneurs to make the right decisions relating to the management of the team. The CRM AMC system offers the possibility of drawing individual or group tasks, as well as their verification by its administrator.