» Go to: START THE WORK WITH MODUS SYSTEM
» Go to: GUIDEBOOK FOR THE USER
CRM MODULE
CRM (eng. Customer Relationship Management). Module enables you for the record of:
- contractors and data related to them (contact details, trade data),
- contact details of contractors,
- activities conducted with contractors,
- it enables for event planning and reminders related to contractors,
- Modus has a function of sending direct documents by email,
- it follows balances and clients' liabilities,
- it enables for storing documents as electronic information.
The system allows you to create projects, to which you can ascribe a particular client. The project keeps a record of employees' activities, e.g. incoming and outgoing phone calls and incoming and outgoing e-mail correspondence. Every project can be easily summarized and the potential costs of such activities can be evaluated.
Module elements:
» Return to: USER GUIDE