Customer Relationship Management (CRM)

Over 10 years we help companies reach their financial and branding goals. Engitech is a values-driven technology agency dedicated.

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411 University St, Seattle, USA

engitech@oceanthemes.net

+1 -800-456-478-23

Customer Relationship Management

“ITMAM CRM” allows you to follow up marketing, sales, traffic schedules, targeting, communications, support and customer complaints in an easy and centralized manner. It also enables your employees to submit daily reports on tasks that have been accomplished and saved for reference at any moment; which increases their productivity and helps you evaluate their work; “The ITMAM (CRM) Customer Relationship Management Program” brings your organization to the highest level of efficiency and professionalism.

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How it will help you ?

Follow up on marketing and sales processes, traffic schedules, targeting, communications, support and customer complaints in an easy and centralized manner it also enables your employees to submit daily reports on tasks that have been accomplished and saved for reference at any moment, which increases their productivity and helps you evaluate their work

Customer Visit and Follow-Up Management

Organize visit schedules and follow-ups through calls, emails, or meetings with current and potential customers.

Follow-Up Management

Track the current follow-up status and schedule the next follow-up, ensuring employees are aware of their tasks.

Customer Assignment to Employees

Distribute customers to employees based on expertise and assign each customer to a specific employee or delegate.

Follow-Up Closure and Feedback

Mark follow-ups as complete once fully addressed and add feedback for each follow-up process.

User Access and Delegate Assignment

Assign a user to each employee or delegate and define their access powers.

File Attachments for Follow-Ups

Attach relevant files to completed follow-ups for better documentation.

Centralized Customer Data Management

Store all customer data and follow-up history, enabling departments like marketing, sales, and support to monitor progress and collaborate.

Daily Reporting by Employees

Employees can submit daily reports about their assigned tasks for better management oversight.