Workland CRM Develops your business and increase customer satisfaction

Basic Module
•List of organizations
•Address book
•Activity management tool
•Up to 5 attachments (any windows file is accepted) can be memorized on every activity and on every attachment a brief description con be input and visualized by moving the mouse on the relative key (button).
•Bill book and activity reminder
•General visualization of the activities, separated in open/outstanding/closed/assigned with automatic refresh of the defined window.
•Expiry notice of an activity to the owner even if assigned to another operator
•Manages problems that customers have pointed out on suppliers products
•Relational database with research management on every field e-mail sending with double click on the e-mail address
•Sms sending through Internet (WL-SMS module is necessary)
•Telephone call with double click on phone number (skype protocol)
•Interfacing with Voip switchboard (see list of certified switchboards)
•Web page opening on web site address
•Data export from research results (excel, rtf, pdf, htm as images)
customizable contact forms
•Visualization of customer’s site map
•Manages messages and attached documents in any acknowledged
•Windows format
•Client/sewer architecture
•Input of additional local units per contact
•Manages customer visits with creation of relative activities and reminders statistics on activity execution time
•Classification of contact origin by statistical processing
•Manages relationships among customers
•Agent management per client
•Calendar with daily, monthly, weekly visualization and comparative resources
•Route tracking from your business to your customer’s office, selecting key available on the appointment insert
•Up to 5 attachments (any Window file is accepted) can be memorized on every calendar insert and on every attachment a brief description can be input and visualized by moving the mouse on the relative key
•Private appointments
•Direct retrieving of all appointments per client
•Activity and appointment reminder through sms (request WE-module sms)
•Customizable alert box
•Customizable window set up
•Data sharing in multi-user network
•Activity research with possibility to extract needed data
•All printings can be exported in popular office formats
•Recording of all activity events with user tracking, date and hour of accomplishment
•Group and user task management
•Easy e-mail, sms sending or skype phone calls made to users belonging to the same workgroup
•Visualization of other connected operators state (available,not available, busy)

Web Interface Module
•Web interface module allows customers to connect to the Internet and input support requests or activity in general. This can be viewed by operators and customers that can monitor actual state of activities. The module can be bought in User Licence or as ASP (application service provider) with VPN connection (virtual private network) to main sewer that contains SQL workland database.
•Highlighting of Web requests for a quick execution of same.

Cost Module
•Input of activity information carried out per client with relative travelling and working hour cost involved •Summary printing of activities carried out per operator and per client
•Facilitates invoicing operations and easily determines workload per client to establish whole profitability.

Budget Module
•Creates budgets with possibility to research article number from a price list and to input data by hand (Workiand — warehouse module is needed to use price lists)
•Customizable printing
•Quick research filter
•Complex research ifiter with research possibility on every part of the budget and ifiter save for a quick future information retrieve
•Printable research results
•State of a budget with relative dates of progress up to invoicing or refusal of same
•Manages partial acceptance of a budget
•Duplication of budgets for a quicker introduction of similar offers
•Up to 5 attachments (any windows file is accepted) can be memorized on every budget and a brief description can be input and visualized on every attachment by moving the mouse on relative key

Wharehouse and Invocing Module
•Article list with reduced, detailed or additional description, up to 3 images can be input per article, properties can be up dated (classification, type of product, type of goods etc. supplier)
•Every list has a documentation card that can contain any type of unlimited description and to which 5 attachments can be added
•Automatic notice can be set on the article so to inform the operator of any particular information before invoicing
•Article duplication for a quicker input of similar articles
•Quick filter research on article list
•Possibility to group information on article list visualization
•Customizable price lists
•Quick filter research on price lists
•Seven different price list levels can be set on every client on the basis of
•Customer/article
•Classification .up to 3 different price lists per classification, client and a
•Customizable price list for the same article/customer classification
•Automatic price adjustment and discount can be processed and/or fixed by hand
•Invoicing (Immediate invoicing, Deferred, delivery notes)
•Manages payments
•Manages bills and bank receipts

Campaign Module
•Creates advertising campaigns
•Media assignment
•Manages activities linked to the names in the campaign
•Statistical results can be viewed in real time
•Automatic separation of expired campaigns from existing ones

Import Data Module
•Import data list from Microsoft excel sheet, configuration can be developed by user
•name import from campaign Microsoft excel sheet, configuration can be developed by user possibility to repeat data import by synchronizing external database
•access level setting on data on the basis of tasks carried out and relative workgroup

Privacy Module
•Up to 5 levels of access setting on 11 types of topics (address book, appointments, attachments, activity, campaign, export, import, invoices, worksheet, warehouse, notes, mail, budgets,
signals, basic tables, visits)
•Levels of access setting on data according to workgroup one belongs to

Marketing Module
•Bulk e-mail sending
•Bulk sms sending
•Bulk fax sending (zetafax mod.base+api is required)
•Commercial letter printing with traditional mailing

Synchronic Module
•Allows synchronization of out of premises information held in the sql central database and the possibility to make changes in disconnected mode with synchronization on next connection with central server

E-mail Module
•manages e-mails directly through Workland tools, linking same to activities, appointments, contacts and address book
•it allows a better statistical information on all customer data
•module synchro enables to manage out of premises mail by re-synchronizing connection with central system
•e.-mail attachment in outlook format with drag&drop that analyzes and links same to the addressee or sender in his/her correspondence card

 

We are at your full disposal for any further information.

Workland CRM

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Workland CRM Module

Workland CRM To increase your business

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