CRM & Contracts Meetings, Segments and Customer Follow-up
Every conversation, on the customer’s file.
Meetings, notes, contracts and segments live on the same screen as balances, shipments and collections. Whoever calls the customer sees the last conversation too.
Everything you discussed, on the account.
Log customer meetings with their purpose and category, group customers into segments and draft contracts from templates. All on the same customer file, right next to the balance.
Meetings, logged with a purpose.
In a new meeting you pick a purpose and category and write what was said. Who logged it and when is always visible, and the people you choose are told by e-mail or SMS.
Segments: who’s who.
Sort customers into your own segments. Buyer or seller attributes switch on the matching action buttons on the customer file, and both the customer list and bulk SMS filter by segment.
Contracts, from a template.
Write the template once and the customer’s name, address, mobile, e-mail, code and national ID fill in by themselves. The contract downloads as a Word file and is kept on the customer’s Contracts tab.
Never lose track of who you follow.
Put a customer on follow-up and the followed-customers report lists them with balances and their latest transaction. The meetings and active-customers reports run for any period you choose.
One company. One record.
Meetings, notes and contracts are written to the customer file, beside balances, shipments and collections. Segments become filters in bulk SMS and reports.
Every feature.
Meetings
- Meeting log on the customer file
- Purpose and category for every meeting
- Who logged it and when
- Edit or delete a meeting
- E-mail or SMS to chosen users on each new meeting
- Customer meetings report
Segments
- Your own segment definitions
- Segment attributes: buyer, seller
- Action buttons on the customer file by attribute
- Filter the customer list by segment
- Pick bulk SMS recipients by segment
Contracts
- Contract templates
- Customer details filled into the template automatically
- Download as Word
- Use a template in this branch only or in every branch
- Active / inactive templates
- Contracts tab on the customer file
Follow-up and notes
- Put customers on follow-up or a watch list
- Followed customers report
- Watch-list report
- Active customers report
- Customer notebook
- Pre-orders
- Download reports as CSV
Right on the customer file
- TRY, USD and EUR balances beside every meeting
- Send the customer an SMS
- Attach files and documents
- KVKK (Turkish data protection law) consent list
- Create reminders
Specs
- Records
- Meetings, notes, contracts, segments, pre-orders
- Notifications
- E-mail, SMS
- Template fields
- Customer name, address, mobile, e-mail, code, national ID; contract date; prepared by
- Output
- Word contracts, CSV reports
- Branches
- Templates for one branch or all branches
- Requires
- Core package (Customer Accounts)
Start with the Starter package.
During the campaign, open your account with the Starter package.
Starter package
₺249₺99Campaign
per month · VAT included
What every business needs: customers, cash, banks, stock, purchasing, sales, reports, documents, calendar, reminders, approvals and settings. No user classes: the general manager and the warehouse clerk start in the same place.
Start with the campaign- Sign-in details arrive by email after payment
- 10 GB storage included
Questions, answered.
Is it a separate CRM system?
No. It works inside the same customer file, so meetings, notes and contracts sit with balances, shipments and collections. You never keep a customer in two systems.
Can we use our own contract wording?
Yes. Write the template in your own words and drop in placeholders such as customer name, address, phone, e-mail, customer code and national ID. The contract fills them in and downloads as a Word file.
Who is notified when a meeting is logged?
The users you choose in the notification settings, by e-mail, SMS or both.
Can I use segments for bulk SMS?
Yes. In the SMS app you filter recipients by segment and balance, and see the recipient count and estimated credits before sending.
Which reports are included?
The customer meetings and active-customers reports run for any date range; the followed and watch-list reports show the current list. All of them download as CSV.