Ultimate CRM is a product suitable for both small and grand projects such as; real-estate activities, beauty centers, the health industry, the trade sector, and hotel management extra.
- Easy-to-use system; In addition to the ability to display screen lists horizontally or vertically, it has a simple, flexible design with different themes and colors. The system has an advanced search bar.
- The system caters to all the needs of all members of the sales team (sales manager, sales representative, customer service officer, or marketers) as well as employees in the various remaining departments of the company or organization. At the same time, each user can define their privileges.
- The system includes a chat that supports communication between the team, saves time, and keeps the team in constant communication. It also allows the main user to monitor communication and overall performance between employees as chats are not deleted.
- Possibility to add various daily tasks and change or add any action to them such as notes, goals, and even other subtasks. It is also possible to add different attachments such as files or images to the task. It also allows you to set a reminder by email or SMS.
The task management part of the system also supports assigning a task to a specific employee and posting alerts for that task or a countdown timer until the task is complete. It is also possible to assign the task to several people at the same time or to assign an observer person to a specific task assigned only to one or more people. The system provides a view of task management in 3 different places: a list, a calendar showing the day and time of the task, or a task panel that shows all tasks, their details, and four stages (new pending- in progress – completed). This also represents a permanent reminder for salespeople. It provides the possibility to add procedures such as adding, modifying, and annotating different opportunities, sending quotations, adding different opportunities to the same opportunity, and automatically defining the transaction stages. At the same time, potential competitors can be added to the opportunities.
All the stages the customer goes through, from the first contact with him to the salesperson with him. It shows all the procedures it has done.
Integration with social media Facebook Instagram & Whatsapp... Thus, the data of the people who communicate with the marketing campaigns are automatically transferred to the list of potential customers, and the communication with WhatsApp Web is supported via the system.
Also suitable for companies that provide technical support and maintenance services for their products:
- Since it is also possible to easily add customers at the time of contact insertion, technical support service is provided for real customers and even external customers.
- Possibility of follow-up maintenance communications, consulting requests, or product development.
- Ultimate Solutions supports user training on how to use the system and 24/7 technical support and consulting services for users.
