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CRM (Customer Relationship Management)

 

CalendarOne CRM (Customer Relationship Management) solution is a total and integrated CRM system for various industries. It encompasses some domain processes that are useful for service-based industries. It automates, manages and integrates the various business operations processes from front to back office. For example, for an organization involves in training or events services, the solution integrates and automate critical processes from the course & events scheduling to customers' registration, invoice generation and tracking, quick attendance taking via scanner or mobile apps, alerts and a reminder to participants and various report statistics. In addition, it includes sales and marketing functions to conduct campaign, capture and track sales activities and leads.

 

CalendarOne CRM solution comprises of the following integrated functional modules:

Anchor 1

Online Customer & Supplier Portal

Front-Line
Operation
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Customer Management

 

  • Registration & Enrollment Processing

  • Customer Profile

  • Customer Transactions

Transaction Management

 

  • Quotation, Invoice, Payment, Delivery & Receipt Processing

Communications Management

 

  • Email & SMS Alerts & Notifications

Mobile Apps

  • Customer Profile

  • Transactions Records

  • Information / Materials

  • News & Announcement

  • Push Notification

Back Office Administration
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Product & Service Management

  • Product & Service setup and scheduling

Resource Management

  • Resource & Facilities setup and scheduling

Leads Management

  • Campaign & Sales activities setup & tracking

  • Leads enquiry tracking

Supplier Management

  • Supplier profile

  • Supplier transaction & payment

System & User Management

  • System configuration & setup

  • User account setup

Management & Planning
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Management Reporting

  • Financial Reports

  • Operations Reports

  • Sales & Marketing Reports

Management Dashboard

  • Real-time data analytics

Forecasting

  • Via reports and dashboard trends and metrics

CalendarOne CRM Solution delivers the following benefits for you:

  • Increase productivity

  • Increase revenue

  • Reduce cost

  • Improve customer service

 

For more info and enquiry, please contact:

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Need more details? Contact us

We are here to assist. Contact us by email or via our social media channels.

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