CRM system – sales, client and project management software. Customer Relationship Management system functionality will ensure smoother customer service, project and sales management.
- Contact details
Fast, accurate and segmented database of existing customers and contacts will ensure effective business relations maintenance.
- Project management
Professional project management. Dividing the project into stages and tasks, assigning responsible persons, monitoring progress of the project. Gantt Chart.
- Task management
Delegate tasks and manage their performance. Recording the time spent performing the task and charging client for it by issuing invoices.
- Sales management
Convenient preparation of commercial offers, preparation of estimates and invoicing. Settlement control and expenses register.
Hanna CRM has a built-in integration with e-mail support. Each system user can enable mailbox scanning and store messages to the Contacts and Prospect Contacts records in the system. Storing your correspondence history in the system ensures productive sales processes and a better quality of customer service.
Telephony integration solutions enhance the benefits of the system in everyday sales or customer service operations. Main functions of the integration include:
- Recording of incoming and outgoing calls
- Linking calls with customers
- Linking calls with employees
- Call reports
A separate module allows you to track stock of production in the company’s warehouses. There is the possibility to monitor the level of stock and the history of its changes, to fill out purchase orders for suppliers, to organize inventory debiting and transfer of goods between warehouses. The product card indicates a detailed history of its stock changes in warehouses.
OSS Networks is the only official partner of Hanna CRM in Latvia