SYENBI CRM

• Presentation of the most important information from the system on one page

• Personalization of information – information only applies to the logged-in user

• Changing the layout of the main page elements – adding, hiding, and moving information blocks

• Scheduling appointments and tasks
  Viewing user calendars

• Email notifications and reminders about upcoming deadlines

• Adding participants to activities – participants are system users or contact persons

• Linking activities to other system records – linking phone calls, meetings, and tasks, e.g. with clients, offers, orders

• Uploading any files

• Linking a document to any entry in the system – e.g. to a client or an offer

• Adding external documents in the form of a link to a document or file, e.g., a link to a document stored in Google Docs

• • Receiving, sending, and managing email
  • Manually and automatically linking incoming messages with contacts and companies stored in the system

• Database of companies and contacts of potential clients

• Storage of contact and descriptive information, division of clients into groups

• Adding potential client activities, documents, and notes, linking them to products they are interested in

• Filtering and searching for potential clients by any criterion

• Converting a potential client into a contractor when a sales opportunity arises

• Main contractor database – stores basic information, contact details and descriptions

• Quick access to information related to the contractor, contact persons, activities, sales, orders, requests and finances

• Ability to define organizational relationships between contractors by entering, for example, headquarters and branches

• Filtering and searching for contractors by name, tax identification number, location or other criteria

• Exporting and importing contractor data to the system

• Integration with Google Maps – showing the location of the Contractor’s addresses on the Google map

• The ability to use the contractor database to register partners, suppliers, subcontractors, competitive companies

• Division of contractors into groups – the ability to filter the database according to established groups

• Assigning contractors to users or the group

• Register of contact persons assigned or not assigned to the contractor

• Using the contact persons database as a source of serial correspondence

• Support for businesses operating in the B2C model – the client does not have to be a company, it can be a contact person

• Recording activities: phone calls, meetings, tasks related to the selected contact person

• Linking contacts with marketing campaigns – e.g. with a holiday greetings sending campaign

• Separate database of suppliers or subcontractors – e.g. with a holiday greetings sending campaign

• Division of suppliers into groups and categories

• Linking suppliers to purchase orders

• Company product directory

• Grouping products by category and creating product packages

• Determining prices and taxes for a product
• Adding photos to a product

• Browsing product history: clients who purchased the product, offers, orders, invoices in which the product was included

• Basic functionality of inventory: determining the available quantity of products

• Automatic removal of the quantity that is sold from the stock

• Low stock alerts

• Adding products to price lists

• Support for multiple currencies – the product price can be in any currency

• Register of services

• Including the method of settling services in the service pricing parameters

• Specifying the price and tax for the service

• Support for multiple currencies – the service price can be in any currency

• Browsing service history: clients who purchased the service, offers, orders, invoices in which the service was included

• Register of price lists applicable in the company
• The possibility to create price lists related to the size of orders or specific groups of clients
• The possibility to select the price of a product or service from the price list when creating an offer, order or invoice

• Register of marketing activities – planning and monitoring the implementation of marketing activities

• The possibility to determine planned and actual effects of the campaign in the form of the number of new sales opportunities

• Planning of campaigns such as: telemarketing, sending traditional or electronic correspondence, conferences and training

• Building a target group for a marketing campaign by selecting companies and contact persons

• Using the reach of companies and contacts when building a target group, e.g. a marketing campaign for customers from a specific province

• Assigning calls, meetings and tasks to a marketing campaign

• Registering sales opportunities (sales processes) that appear within a marketing campaign

• Analysis of the profitability of implemented marketing campaigns by building appropriate reports

• A record of all sales in a company

• Depending on the company, you can find different terms for the sales process: sales opportunity, potential sales, sales

• The sales process allows you to record all activities from the emergence of a sales opportunity to a specific client, through the stage of identifying needs, sending an offer, until the successful completion of the sale

• The possibility to determine the sales stage, planned closing date, estimated sales value and probability of success

• Possibility to link sales to a company – for the B2B sales model or to a contact person for the B2C sales model

• Viewing the history of selected sales: planned and completed activities (meetings, phone calls, tasks), offers, orders from customers

• Recording changes in sales statuses – each transition of a sale to the next stage is recorded

• The possibility to link the sales process with a marketing campaign, e.g. a telemarketing campaign

• The possibility to generate a sales volume report at each stage in a specified period of time

• The report can be generated for the entire company or for a selected employee

• Offer register

• The offer contains, among others, information such as: offer number, client, contact person, offer validity date, offer content, sales conditions and an item table

• The item table is a list of products or services

• For each item in the offer, you can specify the quantity, price, tax, discount – percentage or value

• Offers can be prepared in different currencies, selecting the currency converts the offers according to the manually entered exchange rate

• The offer can be printed to a PDF file

• The finished offer can be sent in PDF format direct from the CRM system

• The offer status allows you to filter sent, won, and rejected offers

• An order can be created from the offer – when creating an order, some of the information from the offer is transferred to the order: client, contact, item table

• Adding an order to the offer automatically marks the offer as won

• Ordered numbering of all offers – the possibility to configure offer numbering

• The possibility to attach any documents to the offer

• Register of orders or requests from clients

• Order information: scope, deadline, and terms of delivery

• Monitoring of order status: in progress, completed, delivered, invoiced – order filtering

• Option to print orders in PDF format

• Uniform order numbering – each order receives a sequential number – the possibility to configure numbering

• Issuing invoices from the order level, the possibility to issue multiple invoices for a single order

• The possibility to configure automatic, recurring invoicing from the order level

• Adding activities to an order: planned and completed tasks, meetings, phone calls

• Selecting products and services in the order item table

• Selecting the currency in which the order is issued – conversion of the order according to the selected currency

• History of order status changes

• The possibility to attach any documents to the order

• Register of orders to suppliers or subcontractors

• Use of the supplier module

• Order information for the supplier: status, delivery date, scope, and terms of delivery

• Order item table: adding products and services

• Organized numbering of orders to suppliers – configuration option

• Filtering orders by status

• Adding activities to an order: tasks, meetings, and phone calls

• Option to attach documents to an order

• Project and order register

• Monitoring the status of ongoing projects

• The possibility to attach files to a project

• The possibility to display a simple task diagram

• Recording and monitoring the percentage of project completion

• Option to link a project to a contractor or contact person

• Option to record requests related to project implementation

• Sharing project information via the client portal

• Sharing project-related documents with all project participants

• Option to add comments at the project, stage, or task level

Recording project stages
Assigning stage completion to a selected person or group
Controlling stage completion

Recording tasks for projects
Assigning tasks to selected persons or groups
Monitoring deadlines and statuses of implementation

• Register of service requests and complaints

• After-sales client service in the field of servicing products and services provided to the customer

• Uniform numbering of requests

• Linking requests to the clients, contact persons, and products

• Assigning statuses to requests, for example: accepted, in progress, completed, closed

• Adding comments to requests

• Option to launch a client panel for clients to add requests

• Adding documents to requests

• Adding meetings, phone calls, and tasks to a request

• Saving the history of request status changes

• Assigning requests to an employee or group

• Register of service contracts and fixed-term contracts related to services

• Support for contract billing by hours, days, or requests

• Specifying the time period for a contract

• Adding attachments to a contract

• Adding or linking requests to a contract

• Filtering contracts by status, termination dates

• Issuing VAT invoices

• Generating and printing invoices in PDF format

• Basic invoice information: sales dates and payment terms, contractor details, bank and account number, item table

• Specifying invoice status: issued, paid, overdue

• Searching and filtering invoices by status

• Displaying issued invoices assigned to a client
• Filtering invoices with overdue payment dates

• Invoice status change history

• Option to attach any documents to an invoice

• Adding phone calls, meetings, and tasks to an invoice

• Option to use the invoice module to request invoices from the accounting department

• Creating sales reports for issued invoices

• Creating reports based on current data with the use of a easy report builder

• Approximately 20 predefined standard reports

• Linking data from multiple modules – it is possible to build reports based on multiple interrelated modules
• Simple and advanced filters – simple date-based filters allow you to quickly select a filter time range, e.g., today, current week, last month, etc. The advanced filter allows you to specify any condition for filtering information.
• Report permissions – reports can be public, private, or available to a specific group of users

• Grouping reports into folders

• Printing reports

• Exporting reports to PDF or XLS formats