SBI CRM is a module of SBI a business Intelligence system designed to simplify and boost the overall management of your business. Flexible and easily scalable, SBI offers a modular set of functionalities based on horizontal and vertical communication across all layers and industrial levels. The seamless and secure integration of the different systems made possible by SBI, allows a global view of your company, contributing to the continuous improvement of the processes, through the control and analysis of data obtained in real time.
Main Features
• Monitoring communication with customers and leads;
• Quick and intuitive view of several sales pipelines on a single screen;
• Timeline of activities and communication with partners (e-mails, meetings, phone calls, notes);
• Synchronization with different applications (gmail, outlook, google calendar, etc.).
• Creation and automatic sending of emails templates.
• Automatic schedule of tasks.