Customer Relationship Management – CRM

Take advantage of every business opportunity, keep records of client information in one place and target customer groups.

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Why Managing Customer Relationships in ABRA Gen is a Good Idea

  • All business activities can be planned with awareness of the entire history, from the first contact to the latest invoice
  • The system keeps records of important client information customers can be grouped according to their interests, products, or other criteria
  • The system tracks the volume of business opportunities and the probability of closing the deal
  • The system keeps all company and personal contacts in one place and can quickly display all relevant documents
  • When on the road, your business agenda can be processed in a user-friendly mobile app
  • An overview of the basic KPIs and the history of your business communications and cases is at your finger tips

Do you want customer care in your company to be excellent?

Take a look at how you can efficiently use
customer care tools in ABRA Gen.

Find out more about ABRA Gen features for the
following areas of customer care:

CRM (Customer relationship management)

Complex overview and management of business opportunities.

  • A unified system for planning, managing and evaluating business representative activities
  • All customer information in one place
  • Detailed customer segmentation allows you to set which products to offer to which clients, and when
  • Comprehensive history of your customer relationship from business opportunity to the latest invoice
  • The system shows you how far the customer negotiations have progressed (in percentages), tracks business opportunity volumes and the probability with which the sale will be completed – you can estimate future sales revenue with high precision
CRM v ERP systému ABRA Gen
Overview of orders, unpaid invoices and turnover of the selected company.

Mobile CRM for Sales Representatives on the Road

Fast management of business agenda and online access to ABRA Gen ERP data from your mobile phone.

  • Creating and managing business correspondence and meetings, including detailed information about your customers, their premises and contact persons
  • An overview of the basic KPIs and the history of your business communications and cases
  • Payment history and reliability (average maturity, overdue invoices)
  • Online product catalog including detailed specifications, images, prices, types, availability by warehouse, including reserved items or expected date of stocking
  • Creating orders and delivery status tracking

Contact List

A central depository of records about companies and people, where they can also be managed.

  • Efficient sorting and fast searches support fast and error-free work
  • Marketing support for market segmentation and categorizing companies
  • Quick display of all documents relevant to the company or person in your contact list
  • Records for an unlimited number of physical addresses for every company
  • Instant display of information from the online Business Register and other portals
  • Fully supports GDPR
Adresář v ERP systému ABRA Gen
Contact List in ABRA Gen ERP
Dokumenty v ERP systému ABRA Gen
Document Management in ABRA Gen ERP

Advanced Document and Attachment Management

Electronic document management, clear arrangement, easy availability and interlinking with products, companies, orders, business cases, projects, etc.

  • Paper document circulation is replaced, speeding up processing and approval process
  • Document acquisition is automated by scanning, imports from e-mail, FTP or directories
  • Automated processing of electronic documents means a zero error rate
  • Efficient document exchange with business partners and authorities
  • Documents can be shared by working groups and distributed within the company
  • Contract record keeping

Interesting Features

Thanks to the complexity of the system, information can be shared across the entire company. It goes without saying that the system respects access rights and privacy as mandated by GDPR.

  • All contracts, submitted offers and technical documentation can be stored automatically in a single company directory structure in network storage
  • Templates in MS Word or Open Office format can be quickly filled in with data from ABRA Gen
  • Custom solutions for sharing information between different company databases if multiple companies are managed in the same system
Zajímavé funkce v ERP systému ABRA Gen
ERP Features in ABRA Gen

CRM as Part of ABRA Gen Solutions for the Company as a Whole

Our all-in-one information system, ABRA Gen, helps you manage your business as a whole. All of your data is in one place, the individual areas of your business are interlinked, and your employees work in a single user friendly interface. Quality customer care must preceed all business processes.

Are you looking for a cloud-based software for smaller companies and freelance contractors?

Do you need to efficiently care for your customers?

Contact us, we’ll be happy to help.

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