CRM eticadata

introduction

Solução ideal para melhorar os processos de venda, marketing e serviços da sua empresa. Integrado com o ERP eticadata, o CRM é uma ferramenta rápida, flexível e acessível, que possibilita inúmeras melhorias nos processos diários de negócio e na fidelização de clientes.

A gestão de contactos, clientes em potencial, oportunidades, atividades é a principal funcionalidade desta plataforma.

It allows you to easily create and keep track of your customers from the first contact to the sale and the after-sale.

É a ferramenta ideal para gerir clientes, potenciais clientes, oportunidades e atividades.

Aimed At

All companies that need to retain customers

Features

  • Gestão de clientes em potencial e oportunidades;
  • Management of activities allowing the record of daily or future activities, thus organising the activities calendar of its users and departments:
    – Telefonema ou fax;
    – Email, carta, IM ( “immediate message” ); – Compromisso / reunião;
    – Tarefa;
    – SMS;
    – Intervenção de oficinas;
    – Intervenção de assistências.
  • Agenda;
  • Ligação bidirecional com Outlook ou Exchange;
  • Listas de marketing;
  • Campanhas;
  • Gestão de atividades recorrentes e periódicas;
  • Geração e Agendamento periódico de atividades, baseadas em modelos com consultas associadas;
  • Sincronização com serviços online ou smartphone para envio de SMS;
  • Ligação a praticamente todas as tabelas e movimentos do ERP;
  • APP para gestão de agenda e de atividades.
Feature available
Additional licensing
BASIC
PREMIUM.ONE
PREMIUM
EXTENDED
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COMMON FEATURES
Hot Keys Setting
Additional Fields
Creation of additional fields in the database.
Events
Customisation of events that are performed by a user action.
Validation Rules
Data validation or event execution when saving a record.
Warnings
Warnings customised to user.
Custom Queries
Creation of custom information queries.
Custom Subqueries
Add sublists of information to custom queries.
Custom Lists
Customisation of record searches in the tables.
Digital Attachments
Enables you to attach or generate scanned documents to the ERP records.
EMB | FREE | 05 FIXED QUERIES
Treasury and Current Account Balance; Sales/Month Comparison;
Sales/Day Comparison; Top 10 Best Selling Items (Year);
Top 3 Sellers (Year).
ONLY WITH
VALID ESUC
ONLY WITH
VALID ESUC
ONLY WITH
VALID ESUC
EMB | ANALYSES
EMB | SALES
EMB | PAYMENTS
EMB | ORDERS
Document Traceability
Query of associated documents, previous and subsequent to a given document.
Customisation of Menus by Company
Customisation of the ribbon in the main ERP window.
Customisation of Menus by User
Dashboards
1 DASHBOARD
4 WIDGETS
Multiple Editing of Records
Feature that allows you to modify several records at once.
Optimisation Parameters
Increases the performance of operations in companies with very large databases, such as, for example, placing lists of records in memory.
Advanced Navigation Between Records
Allows you to search for records by fields other than the main record key. For example, filter the customer list by city.
Simplified Windows Edition | Windows environment only
Change the location and formatting of fields.
Windows Edition | Windows environment only
Code, interface events and objects.
PLT | Integration Platform
Allows the integration of other applications through the ERP ETICADATA API.
Cash Flows
Control of Corporate Tax and Income Tax Withholding
Reconciliation of Transactions
Register in Different Currencies
Simultaneous Accounting in Several Reference Currencies
Alternative Chart of Accounts
Automatic Assessments (VAT, Results, Inventory Clearing)
Issue of all Legal Forms and Reports on Paper
Several Analysis Statements and Trial Balances
Queries, Bank Statements and Viewable Statements at Current or Historical Exchange Rate
Configurable Management Statements (Balance, DR, etc.)
Spreadsheet Statements Configurator
Exploration Charts
Multi-Company Operations
DGCI Web Services
Import of SAF-T PT and e-Invoice Transactions
Automatic Reconciliation of Transactions
Accounts Consolidation
Digital Archive Mister Doc
Management Report Editor in Microsoft Word
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Interface
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REFERENCE CUSTOMERS
O QUE DIZEM OS NOSSOS CLIENTES

ERP 22

É a ferramenta ideal para gerir clientes, potenciais clientes, oportunidades e atividades.

A solução ideal para melhorar os processos de venda, marketing e serviços da sua empresa.