CRM AND SALES

Follow customer communication from first contact through bidding and contracting to drafting and delivery of the order and the subsequent warranty service.

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The relationship between you and your customers and suppliers is of strategic importance.

The TOWERP “CRM and Sales” modules are designed to meet the needs of manufacturing companies. Their goal is to cover the entire customer service process - from the initial contact, through bidding and contracting, to drafting and delivering the order and the subsequent service.

The system organizes and improves communication between company employees and counterparties (customers, suppliers and distributors), and facilitates the process of sharing information about a client or order between employees.

Users have convenient and intuitive interfaces, tools for sharing, mentions and notifications borrowed from social networks. All this contributes to rapid integration and increased team effectiveness.

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Contacts

Create a complete library with your partners: customers, suppliers, distributors, freight forwarders and more. Counterparties can be of one or more types and each counterparty has information about all its addresses and legal entities

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Communication threads

Communication threads describe the whole communication with a counterparty - incoming and outgoing communications, related tasks, orders and documents arranged chronologically

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Communications and tasks

Within each communication thread can be created inbound and outbund tasks and communications which can be assigned to an employee. Аuxiliary mentioning and sharing tools send notifications to interested users or create a quick link to an object from another module (order, item).

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Offers

Preparing offers for clients and allowing for a preliminary valuation of the product, based on specific customer requirements and current prices of raw materials and labor./p>

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Customer orders

A customer order is the follow-up of an accepted offer from a customer. It tracks the terms and conditions, all products ordered, financial relationships, as well as links to subsequent production and delivery orders, sales and shipping.

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Delivery orders

Delivery orders help the procurement department organize its activities by monitoring the delivery of the ordered items, the valueс, the expected deadlines, the documentation for the order and the payments.

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Notifications

You will receive notifications for every important event even when you are not logged in the system.