60% of companies in Estonia do not use CRM at all and around 20% of companies are not satisfied with their currect CRM solution. Is your company one of them?

What is CRM

CRM (Customer Relationship Management) is a flexible solution with great functionality that administrates existing and/or potential customers, analyses customer related activities, contributes to customer satisfaction and supports business growth.

CRM is integrated with other company solutions to draw together all substantial information in one logical view.

CRM is easy to use and it requires only internet connection and any kind of device (computer, tablet, mobile phone).

CRM is available for a competitive price considering the functionalities it offers.

Our services

Full-Service Solution

An instantly functioning preset CRM-solution that is targeted for companies that need quick simple sales pipe and analytical tools.

Tailored Solution

CRM full service, that is set up according to the previously described processes and needs of the roles. The outcome supports the everyday processes of the company from customer contact to complete analysis.

Analysis

In case it is difficult to choose and you are not certain what aspects need to be improved or changed, then we can assist with process descriptions and selecting the best possible solution.

Advantages of the CRM

Custom fields and views
Custom work flows
Custom colour solution
Custom layout
Role and profile based field and view management
Custom tabs and menus
Selection based field layout
Rules for calculations
Rule-calculated fields
Custom module tools
Available as a separate service
Custom notifications (front page, email, tasks)
Partly included in the license fee.

Create and track campaigns
Available as a separate service
Manage target groups
Available as a separate service
Manage marketing materials
Email Marketing
Partly included in the license fee.
SMS Marketing
Available as a separate service
Online Surveys
Available as a separate service
Track website traffic (at a personal level)
Available as a separate service
Scheduled campaigns and online surveys
Available as a separate service
Evaluation of activities
Questionnaire and landing page
Available as a separate service
Campaign measures
Call Centre Tool
Available as a separate service
Managing invite processes
Available as a separate service
Custom reports and analysis
Parameter based analysis
Custom parameters
Business Intelligence reports (powered by QlikView)
Available as a separate service

Managing Sales leads
Managing contacts
Managing companies
Managing activities
Managing potentials
Managing offers
Calculating profit
Product management
Contract management
Budget and predictions/forecasts (plans, actions, potentials, turnover)
Managing commission (user-based)
Sales team and sales group management
Customer relationship management
Confirmation process
E-mail automation and administration
Segmentation tool
Creating and tracking campaigns
Target group management
E-mail marketing
SMS marketing
Available as a separate service
Web questionnaires
Tracking site visits (at a personal level)
Available as a separate service
Scheduled campaigns and web questionnaires
Evaluating activities
Questionnaire and landing page
Campaign measures
Call Center tool
Managing invititation processes
Case and order management
Managing trouble tickets
Managing FAQ answers
Managing offers
Managing sales orders
Managing invoices
Managing purchase orders (procurements, purchase)
Managing projects
Planning and administrating resources
Reporting time and costs
Project-based billing
MS Outlook synchronization (e-mail and calendar)
Google Calendar synchronization
Customized/Modified reports and analysis
Measure-based analysis
Customizable measures
Customizable Word, PPT, PDF documents
Business analysis reports (QlikView is used for BI reports)
User history management
Separate access to mobile devices

Pre-installed views
Field explanations on information fields
Modules that can be activated by the main user

Reminders for offers, orders and invoice deadlines
Updating target groups that are used in marketing
Notifications via e-mail within the company and for customers
Updating databases according to the desired criteria

Manually – CSV import and export
Automatic data exchange through SOAP-queries
Available as a separate service
In necessary, we will create the data exchange
Available as a separate service
Private/Personal server
Available as a separate service
Real-time data copying of customer database
Available as a separate service
SSL
IP address-based access rules
IP address log
User-based log
Brute Force security

Shared calendar
Group and resource calendar
Customizable fields and views
Customizable work flows
Customizable colour solution
Customizable layout
Managing role-based and profile-based fields and views
Customizable tabs and menus
Selection-based field layout
Rules for creating calculations
Calculation fields
Customizable module tools
Customizable front page notifications (via e-mail, as a task)

Pricing the tailoring work according to volume and users
No IT park costs and an always up-to-date service
Cloud-based service (SaaS)
You only need Internet and the device
Unlimited use of data and data storage
24/7 Help desk
Automated backup (once a day with a 30-day history)

User-based, role-based and profile-based management of accesses/permissions
Field-based access and rules for sharing data
SSL
IP address-based access rules
IP address log
User-based log
Brute Force security/protection

Contact us

Kaspar Rohtla

Business Development Manager/CRM Specialist
(+372) 56 555 05

kaspar@klienditugi.ee