What is a CRM?
A CRM (Customer Relationship Management) is software designed to help businesses manage their interactions and relationships with customers and potential customers. This type of system centralizes customer information, simplifies sales and customer service processes, and facilitates internal communication.
What are the advantages of a CRM?
The advantages of using a CRM are:
- Centralized management of customers.
- Task automation repetitive.
- Access from any device.
- Automatic reports to make quick decisions.
- Accessibility: Facilitates the use and understanding of the system.
- Improved communication: Improve interaction with customers by managing communications.
- Operational efficiency: Automates repetitive processes and improves task management.
- Data centralization: Gathers all customer information in one place, making it easy to access and update.
- Customization: Allows the software to be adapted to the specific needs of the business.
What is an online CRM?
An online CRM is a customer relationship management platform that is accessed and used via the internet. These systems are hosted in the cloud, which means they require no local installation and can be accessed from any device with an internet connection, be it a computer, tablet or mobile phone.
What are the advantages of an online CRM?
taclia allows you to create invoices and quotes directly from the CRM. You just need to fill in the customer's information, customize the details and send them in a few clicks.
What features should a good CRM have?
Yes, taclia is 100% online and accessible from any device, whether mobile, tablet or PC. This makes it ideal for both remote and in-person teams that need to work synchronously.