OrganizeCRM is a relationship and project management system that encompasses various interactions between the company and its partners. It particularly focuses on activities related to the marketing, sales, project implementation, and support departments.
OrganizeCRM presents an opportunity to transition the physical agenda of a salesperson into an application designed to help organize activities efficiently. All essential data about a specific client or the progress of the sales process can be managed within an application accessible from anywhere. It centralizes information, enabling quick, easy, and, most importantly, timely access based on areas of interest.
OrganizeCRM aids users in immediately finding desired information, providing access to records of offers constructed for clients, details and budgets of offers, along with all client requirements, allocated budgets, associated services, and insights gathered from meetings or received feedback. Additionally, building offers becomes much easier after integrating a template available to all delegated users within the application.
The client module allows centralized management of relationships with partners and associated elements (opportunities, offers, contracts, etc.). It involves various interactions between the company and partners conducted by marketing and sales departments. Key sections include managing the client catalog, opportunities, offers, and related contracts. The application also enables the management of actions related to marketing activities and monitoring the various validation processes. Information for each entity type is available on dedicated pages, with access authorization based on the authenticated user’s role.
- The application facilitates information management about offers prepared for clients: descriptive information, offer objectives, client budgets, validity periods, products and services, and offer files.
- All offer-related information is centrally manageable on the offer page.
- A completed offer is validated according to a corresponding workflow. An offer can be divided into sections, each with its own responsible party. The completion of each section is also validated through a dedicated workflow. Each offer can have a specific status set to indicate acceptance or rejection.
- Additionally, there is the option to preview the offer as a report with the key information.
- The application allows the management of other client-related information: opportunities, prospects, campaigns, and actions (to-dos).
- Each piece of information can be viewed on dedicated pages or centrally on the respective client’s page.
- The application includes a calendar module for visualizing user actions (to-dos) such as client actions and workflow actions.
- The application facilitates information management about contracts with clients: descriptive information, products and services, contract activities, involved resources (individuals), contract value and type, associated documents (annexes, drafts, etc.).
- All contract-related information is centrally manageable on the contract page.
- Contract signing is validated according to a corresponding workflow.
The OrganizeCRM application provides interfaces and functionalities for the following activities:
- Definition of project models
- Definition of new projects and project plans based on predefined models, their configuration, resource allocation, etc.
- Execution of a project plan and monitoring its progress, completion of activities, deliverable management, etc.
- The application allows the management of entered tickets and specific fields. Each ticket is defined by a set of attributes, and explanatory files can be attached to it. Each action within a ticket is characterized by a set of attributes as well.
- The application allows the use of specific fields. For each field, minimal information can be defined: name, type, list of possible values, usage mode.
- A role/user system is available for resolving each ticket, allowing certain operations (ticket entry, ticket action resolution, ticket completion, etc.) in accordance with the authenticated user’s role in the application and the current status of the ticket.
- The application provides a role-based access system, allowing ticket resolution using the described workflow.
- The application sends notifications when operations are performed within each ticket.
- The application provides requested reports and implements interfaces for viewing and exporting ticket information in Excel.
- The Support functionality of the OrganizeCRM application allows the definition, monitoring, and control of customer support activities. This functionality can be related to activities within ongoing projects, activities within contracts, or other types of activities.
- Each user has a list of tickets (tasks) they are responsible for completing at any given time. Users with “manager” roles have access to aggregated lists, can create tickets, and assign responsibilities. They are also involved in validating the completion of tasks.
- The OrganizeCRM application will offer interfaces and functionalities for the administration of the following operations by an “application administrator” role:
- Administration of catalogs and associated data collections, including application parameters.
- Administration of application users, as well as roles associated with functionalities in the two main modules.
- Administration of alerts defined within the project plan.