Customer Management (CRM)

Have complete monitoring of your clients and prospects.

How does Solop CRM help you optimize Management with your Clients?

Get a global vision of all aspects of the relationship with your customers, suppliers and employees.
Solop provides you with a battery of functionalities that allows you to quickly and efficiently monitor the operational relationship with your clients.
In addition, it is possible to focus on potential clients or suppliers and also on the relational experience with Business Partners.

Benefits for your business with Customer Management (CRM)

vectores solop oc 44 desarrollo iconos generales visibilidad

Transparency of operations

Efficient navigation speed from one document to another obtaining key data for decision making.

vectores solop oc 44 desarrollo iconos soporte documentacion

Activity Tracking

It allows you to track all contact with the client, and the agreed agreements including agreed dates.

vectores solop oc 44 desarrollo iconos soporte soporte

Monitoring of communications with potential clients

Solop manages from the first contact, until your conversion into a client with the first purchase or sale order.

Benefits of Customer Management (CRM) in your business

vectores solop oc 44 desarrollo iconos procesos conciliacion masiva

Opportunities

Whether they are potential clients/suppliers or established clients/suppliers, each purchase or sale opportunity is documented, with its dates and probability of concluding the business.

vectores solop oc 44 desarrollo iconos procesos creacion automatica

Contacts

It is the user who has been linked to a Business Partner to be the counterparty in Customer Management activities. Complete view: Seller, Potentials, Opportunities and Activities are integrated in one window.

vectores solop oc 44 desarrollo iconos generales agenda calendario

Activities

Every contact with customers, suppliers or employees is documented in the system. In this way, there is complete information on the relationship with the Business Partners.

vectores solop oc 44 desarrollo iconos generales reporte

Dashboard

For each salesperson or sales representative, Solop allows you to define a dashboard with the most important indicators.

vectores solop oc 44 desarrollo iconos finanzas ordenes pago

Sales stage

It is possible to define sales stages to know what phase the negotiation is in and to be able to take corresponding measures.

vectores solop oc 44 desarrollo iconos generales tableros

Potentials

From the first moment that a potential client gets in touch, their data is incorporated and this allows tracking from Solop.