CRM Business Deals - Orders and Contacts

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Video introduction : CRM Business Deals

                                        CRM Business Deals

 

CRM Business Deals - let you manage your business mobile: create and manage proposals, sales orders, follow-ups, your business contacts and at least create your own item catalogue. 

CRM Business Deals is a fully featured Sales Tool for business owners in order to speed up the daily business activities - for any business size. 

 

CRM Business Deals functions at a glance :

 

Sales Orders & Proposal

  • Manage Proposals and Orders for Services, Projects and Consumables business
  • Create product catalogs
  • Send a structured and customizable eMail sheets
  • Use the dashboard functionality for business overview
  • Proposal and Sales orders
  • Notes and Attachments
  • Event schedules, Due dates
  • Catalog and Item lists
  • Customer-Management and stats
  • Sales statistics and Business Graphs
  •  Use the new Cloud-Storage Service to store files and backups on your Cloud-Server for Dropbox, GoogleDrive, OneDrive and Box.
  • Import eMail logs from CRM Business Mail 2.0 (if installed)

  

Data Security:

CRM Business Deals is deliberately designed as a closed system, i.e. there is no data server that stores your important business documents anywhere on the Internet, exposing them to potential third-party attacks. Your documents exist only on your device.

Do you want to enjoy the convenience of a secure cloud, e.g. to add file attachments to your documents or to save backups in the cloud ? -We now offer access to a number of popular cloud services - Dropbox, Google Drive, Box, One Drive - that also provide end-to-end encryption in addition to encrypted data transport on the server itself. Only you have access.

 

Collaboration with CRM Business Mail - an invincible team: 

You can use CRM Business Deals in combination with CRM Business Mail 2.0 and exchange documents from CRM Business Mail with CRM Business Deals. So make the use from the best of both worlds.

 

 

Elegantly and intuitive designed, thoughtfully presented, CRM Business Deals is extensive and completed. Whether you need a central place to store client data, manage deals or keep notes, CRM Business Deals is an essential tool for any business owner.

 

 




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