Soft CRM: simplification of the routine in your business

Technology advances quickly and simplifies your daily activities within your company.
Effective management of customer relationships can make the difference between success and bankruptcy.
A relationship management software with customers (CRM) is not a Moft, but a necessity for companies that want to remain competitive and optimize their internal processes.
A CRM allows you to centralize all customer information in one place. This facilitates rapid access to important data, such as the chronology of contracts, preferences and previous interactions, which allows you to provide personalized services and respond promptly to their requests.
The entire sales and support team has access to the same information, which significantly improves internal communication and collaboration. Each team member has access to keep track of the latest interactions with customers and continue negotiation without problems.
In addition, you receive access to Report and detailed analysis on the activity and performance of the sales and support team. These data are essential to understand trends, make periodic decisions and optimize company strategies.
With CRM software, it is possible to automate many administrative and repetitive activities, such as sending E -mail, the generation of reports or the updating of contact information. This allows you to save precious time and focus on activities that bring added value to your business.
As your business increases, the volume of data and the complexity of the operations will increase. A well -structured CRM allows you to manage this growth without problems, offering the flexibility to add new features and users as you need it.
With those 8 key updates of 2024Integrated in the CRM AMC and AMC billing, you will be able to manage your business in a more efficient and effective way than ever. Find out how these features can help you be more productive and get better results every day.

Notice and -mail for invoices not agitated in SPV
CRM AMC introduces a new functionality that helps you make sure that all invoices are sent in time to Anaf’s virtual private space (SPV), thus avoiding administrative penalties and complications.
How did the e-mail alert work for invoices not moved in SPV?
You are automatically notified by e-mail, on the main address of your account, in the fourth
Day of the calendar, when there are invoices issued to legal entities by Romania that have not yet been sent to SPV.

Authentication in two steps
Protecting your company’s information is an absolute priority.
CRM AMC and AMC billing provide an effective solution to protect your account from unauthorized access: two -step authentication.
Authentication a stone’s throw is a account safety process that adds a further level of protection. In addition to inserting the ordinary password, you will need to provide a single address, generated and sent to your e -mail address.

Authorization CRM AMC or AMC Billing in RO E-Facture No access to the CRM AMC account
If you do not have an electronic signature to send the E-Facing to SPV, you can quickly get this access through your accountant.
The process is simple and efficient, using the generation of a temporary access connection.
Why is authorization required?
In order to send invoices directly to the RO billing system, your AMC or AMC billing account must be authorized in Anaf’s virtual private (SPV) space. This authorization guarantees legal compliance and facilitates the electronic invoicing process.
Steps to obtain authorization:
In your CRM AMC or AMC invoice account, browse the “Integration” section and select the “E-Facture” option. This section allows you to configure synchronization with the E-Facing system.
Select the “I don’t have access to SPV with digital certificate”. This will allow you to generate an access link for your accountant.
CRM AMC or AMC billing will generate a special access connection for your accountant. This connection is valid for 7 days and can be used to authorize the electronic signature necessary for synchronization with the E-Difettoso.
Send the link generated to your accountant via e -mail or other communication channel. The accountant will use this link to authorize synchronization with E-E-Facing on your behalf.
Your accountant will access the link and follow the steps indicated to authorize the electronic signature. After completing this process, your AMC or AMC billing account will be authorized to send invoices to the refura.
After the accountant authorized the signature, you will be able to send the E-Moking directly from your CRM AMC or AMC account, respecting all the legal requirements and ensuring efficient processing of the invoices.

Add the working point clients to the account
Effective management of invoicing for multi -labor customers is essential for the correct and organized administration of your business. CRM AMC offers a simple and efficient solution for this problem, allowing the addition of work points directly to the customer’s profile and selecting them when invoices are issued.
How are working points for customers?
a) Go to your CRM AMC account.
b) Navigate the “Customer” section.
c) Select the customer for whom you want to add points of work.
d) access “Change the customer information”.
e) Add the details of the working point in the dedicated fields (address, name, etc.).
f) save changes.

If you add a new customer and have more work points, you can include this information from the beginning:
a) Navigate to “add new customer” to the “Customer” section.
b) completes the general information of the customer.
c) in the section intended for the work points, add the details for each position.
d) save the customer with all the associated work points.

After adding the work points, when issuing an invoice for a customer, you can choose the specific position for which the invoice is issued:
a) access to the “billing” section of CRM AMC.
b) Select the customer for whom you want to issue the invoice.
c) in the field for the work point, choose the appropriate position from the available list.
d) Complete the rest of the details of the invoice and issues the document.

Cancellation of the invoice received by SPV
If you receive an incorrect invoice by a supplier through the virtual private space (SPV), CRM AMC gives you the opportunity to cancel this invoice so that it is not included in your financial calculations. This functionality is essential to maintain the accuracy of the accounting data and avoid errors in financial relationships.
Through the possibility of quickly canceling incorrect invoices, the process of managing accounting documents is simplified and saves time, avoiding the need to correct errors.

XML-FA-Facture automatic validation before presenting SPV
To ensure that electronic invoices are correct, before sending them to the virtual private space (SPV), CRM AMC offers an automatic XML automatic e-face. This preliminary control is essential to avoid subsequent errors and waste from SPV, thus saving time and resources.
How does the automatic validation with XML e-Facing work?
Make sure to authorize your SPV account in CRM AMC. This step is necessary for the system to interact correctly with SPV and perform the necessary checks.
a) import the invoice in general via CRM AMC, completing all the necessary information.
b) When starting the SPV invoice, CRM AMC will automatically perform a XML e-doing check to detect any error.
c) If there are errors in the structure or in the data of the E-Facing, they will be displayed immediately on the screen.
d) Once the errors are corrected, it is possible to removal the electronic invoice in SPV directly from CRM AMC. The system will perform an automatic validation again to ensure that all the problems have been solved.
Automatic validation of XML-faacc significantly reduces the risk of sending incorrect invoices in SPVs. This reduces waste to a minimum and the need to correct and send the invoices later.

Manual validation XML E-Facing in CRM AMC
Regardless of the fact that you authorized the SPV account in CRM AMC, it is possible to make a manual validation of the -Fact directly from the platform. This feature is essential to ensure that invoices are correct before sending them to SPV, thus avoiding any errors.
How to perform the manual validation of the XML-Facing?
To start the manual validation process, go to the invoice issued in CRM AMC.
Once it is located on the invoice page, select the “Download La-Accatto” option. This step will generate the XML file of the invoice, ready for validation.
After downloading the E-E-Facing, check the “XML valididation” option. This step begins the process of controlling the XML invoice to detect any errors.
If the XML contains errors, they will be displayed on the screen. CRM AMC offers a detailed description of each error in order to understand and remedy the identified problems.
Review the errors displayed and adjust the invoice accordingly. You can change the necessary data directly on the platform to ensure that all problems are solved.
After correcting the errors, you can resume the download process and validation of the XML electronic invoice to make sure there are no problems. Once the invoice has been validated correctly, it is prepared for sending to SPV.
The manual validation gives you full control over the invoice control process, making sure that every detail is correct before sending the invoice to SPV.

Create an online payments account at Netopia Payments directly from CRM AMC
In order to simplify the process of integrating paper payments on the invoice, we have implemented the possibility of creating an account with Netopia payments directly from CRM AMC, in just two simple steps. This functionality allows you to add quick and efficient payment options, thus facilitating the management of online transactions and improving the experience of your customers.
Steps to create an Netopia payments account from CRM AMC
It starts by accessing the Integration Section of the CRM AMC menu section. Here you will find the option to connect with Netopia payments.
The instructions follow to create a new account in Netopia Payments. This process is quick and easy, which requires only some basic information about your company. After completing the necessary modules, your account will be ready for use.
By creating the account directed by CRM AMC, we eliminate the intermediate passages and simplify the process of integrating the payments of the cards. Therefore, you can add payment options on your invoices.
You can trace and manage online transactions directly from the platform. Save precious time for your team and improves operational efficiency.
By offering your customers the opportunity to pay online invoices with paper, facilitate the payment process, which can lead to an increase in their satisfaction and loyalty to your business.

Now that you have all these features at hand, all you need to do is use and enjoy the advantages of automation every day.
If you haven’t tried it yet CRM AMC OR AMC billingYou can have fun 30 free days To test all updates in 2024.