add.CRM is a tool for collecting and processing client and market data, but it also enables similar marketing activities leading to continued growth of added value. By being more productive in the areas of marketing, sales and services, you can significantly reduce costs and increase profits. CRM will allow you to recognize sales leads and circumstances in a clear way, and use them properly. CRM supports, enhances and connects the business and operations data in the company in an excellent manner.

The main operations modules included in add.CRM are:

User Portal

The User Portal alerts the user to all prior, current and planned activities, project updates, contacts and news.

Business Contacts Database

The Business Contacts Database module allows the user to easily find and add data about clients, sales agents, suppliers or general business contacts.
It enables the integration of data from various data sources.

Communications Management and Call Centre

This module enables users to communicate with their clients in the same way, regardless of whether it is by phone, fax, regular or electronic mail. It also provides the possibility to communicate through the Internet, organize meetings, add documents, comments, etc.

Documentation Management

Through the Documentation Management module, users will be able to create a high-quality document archive, which can be easily searched by key words or metadata.

Business Rules Management

This module can track your business processes 24 hours a day, 7 days a week. The rules that are specific to your business process can be defined in one place, and the module will track them and automatically inform the people in charge in case any of the rules are not being respected – add.WORKFLOW.

Sales Activities Management

This module enables users to manage the sales funnel, sales processes, record interactions and leads, recognize the main productivity parameters, track business results, monitor sales activities, plan targets and measure the achieved results.

- Sale Opportunities Management
- Monitoring and Reporting of the Sale Process
- Order Monitoring
- Issue of Quotations and Bills
- Reporting on Sales Staff Results

Marketing Activities Management

The Marketing Activities Management module allows planning, preparation and execution of marketing activities. It also provides the possibility to track current activities and measure the efficiency and the success of marketing activity.