Global CRM

Global CRM is a comprehensive customer relationship management (CRM) system designed to assist businesses of various sizes in managing their sales, marketing, customer service, and project management activities. According to the vendor, this solution caters to a wide range of professions and industries, including sales teams, marketing teams, customer service teams, project management teams, and finance teams.

Key Features

Sales Opportunity Tracking: According to the vendor, Global CRM provides users with a clear overview of sales opportunities, enabling them to track the progress of each opportunity and determine the necessary steps to close the sale.

Customizable Fields: The vendor claims that Global CRM offers extensive customization options, allowing users to create and remove an unlimited number of fields in the system. This feature allows users to tailor the CRM system to meet the specific needs and processes of their individual company.

Customer and Contact Management: Global CRM serves as a centralized database for storing customer and contact information, enabling all employees to register changes and maintain an updated overview of customer history, as stated by the vendor.

Efficient Quoting and Invoicing: According to the vendor, Global CRM streamlines the process of creating and sending quotes, eliminating the need for Excel and Word templates. Users can easily convert accepted quotes into invoices with a single click.

Project Progress Tracking: Global CRM allows users to link projects to customers within the CRM system, providing a centralized overview of project progress, as claimed by the vendor. Users can create subtasks and assign them to responsible employees, facilitating effective project management.

Integrated Helpdesk System: The vendor states that Global CRM includes a helpdesk system, ensuring that customer issues are promptly addressed. Support tickets can be linked to customers, contacts, or projects, enabling efficient customer service.

Flexible CRM Integration: According to the vendor, Global CRM offers customizable export templates for data integration with other IT systems. Users can easily export data with just a few clicks or receive automatic data exports via email at regular intervals.

Streamlined Workflows: Global CRM offers automated workflows that save time and enhance customer interactions, according to the vendor. Users can define trigger actions and specify tasks for the CRM system to perform automatically, such as sending welcome emails to new customers.

Calendar Synchronization: The vendor states that Global CRM can be synchronized with MS Exchange, MS Office 365, or Google's Gsuite, allowing users to integrate their calendar solution with the CRM system for seamless scheduling and coordination.