COM-CRM Pro

Presentation

COM-CRM Pro is a C.R.M solution (Customer Relationship Management). It is an application easy to use and targeting small businesses. COM-CRM Pro run under "Windows 10/11 ©".

The goal of a C.R.M tool is to help a company to manage its customers and prospective customers, to serve them as well as possible.
COM-CRM Pro is turned towards the marketing and commercial functions.
The constitution of a database of the customers allows to better know them and to classify them: from "cold prospect" to "good customer".
The application helps, via emailing, to search new customers and to establish customer loyalty.
Product marketing emailings allow to promote your products and generate sales.
After-Sales Support management tracks customer complaints and keeps track of the responses sent.
COM-CRM Pro allows also to manage the business appointments.

Major features

• contacts (prospects, customers or simple contact) with photo
• emails and emailings sent to the contacts
• appointments and phone calls in a calendar
• products with description, price, discount, margin and photo
• quotes and orders management
• emailing marketing of products
• After-Sales Support management

Additional features

• presentation of the contacts in an alphabetical repertoire
• ability to send and receive emails through SMTP and IMAP servers
• when creating an event, sending an email inviting the concerned person to the appointment
• purchases register
• list of suppliers
• quotes and orders sent to the prospects/customers
• invoices/quotes template in HTML
• invoices/quotes with or without VAT
• management of the revenues book
• creation of an emailing article from an RSS feed
• automatic sorting of customers/prospects according to their importance
• segmentation of customers/prospects by geographic location
• customer diagnosis based on the Pareto Principle
• available in three languages: English, French and Spanish

Import/Export

• import and export addresses in vCard and CSV format
• import and export events in iCal format
• import and export products in CSV format
• export data of sale in CSV format
• emails archiving
• import/export of the database file

Integration with other COM-ADD applications

• exchange addresses with the COM-CRM, COM-MAP, COM-MAP Top and COM-PRJ applications
• import addresses extracted from business cards with the COM-SCAN application
• exchange events with the COM-CRM, COM-PRJ and COM-SCAN applications
• automatic addresses and rounds creation on COM-MAP Top

Integration with the Microsoft © webservices

• use Microsoft Outlook © account to send/receive emails
• synchronization of addresses with Microsoft People ©
• synchronization of events with Microsoft Calendar ©
• import/export of iCal and vCard files from/to OneDrive ©
• save/restore database easily from/to OneDrive ©

Video:

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