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TOLUE SOFT COMPANY CRM Customer Relationship Management - Home page
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services

Customer communications records
Customer communications records
Customer communications records

Customer communications records


 

The ability to record communication with clients at various stages of Marketing, Sales and  After Sales Service

The ability to record the systematic communications automatically  as SMS, Email , VOIP , Fax , Callerid

Control and Monitoring of staff performance based on the number of connections and type of connection and result of connection

The Ability to attach the documentation on  per communication

The Ability to display total  communication

    

Customer Management
Customer Management
Customer Management

Customer Management


The ability to register contacts information (natural and legal persons)

The ability to categorize the contacts in lead, business, opportunity and customer groups

The ability to record contact information including: phone, fax, mobile and email address into unlimited number

The ability to group customers

The ability to separate customers according to the type of activity

The ability to attach customers documents without restrictions

The ability to capture customer's psychological characteristics

Sending and receiving email
Sending and receiving email
Sending and receiving email

Sending and receiving email


 


Ability to define email templates in the system

Import  customer information in email text such as first name, last name , …

Ability to send email through defined STMP server in the system

Ability to send email to filtered customers in the list

Ability to send email to customers list in reports

Ability to record a relationship for the customer automatically

Ability to receive emails through defined POP3 server

Sending and receving fax
Sending and receving fax
Sending and receving fax

Sending and receving fax


 

Ability to define fax templates in the system

Import  customer information in fax

Ability to send email through VOIP system

Ability to send email through Win fax

Ability to send fax to filtered customers in the list

Ability to send fax to customers list in reports

Ability to record a relationship for the customer automatically

Ability to receive fax through VOIP system

Dashboard
Dashboard
Dashboard

Dashboard


 

Quick access to any information

Ability to search and display communicative and sales information in the relevant block

Ability to arrange the blocks by users

Ability to define blocks access level for roles

Ability to create graphical reports

Ability to display the blocks of a column to four columns on the page

Ability to define daily notes for users

Ability to access to calendar and calculator

Tasks dashboard
Tasks dashboard
Tasks dashboard

Tasks dashboard


 

Ability to define the task, display today tasks, future tasks, complete and not complete tasks

Ability to view the all users tasks by admin and refer them to other users

Ability to monitor the users relationships by admin

Ability to attach files to the tasks

Ability to check the tasks history by admin

Ability to define alarms for each task

Ability to define the start, reference, schedule, reminder, and complete time for each task

Ability to set priorities for each task according to the degree of its importance

 

Sending and receiving SMS
Sending and receiving SMS
Sending and receiving SMS

Sending and receiving SMS



Ability to define SMS templates in the system

Import  customer information in SMS text such as first name, last name , …

Ability to send SMS via internet providers such as Iranian, Rahyab, Atyeh dadeh pardaz, …

Ability to send SMS to filtered customers in the list

Ability to send SMS to customers list in reports

Ability to record a relationship for the customer automatically

Ability to receive SMS via internet providers such as Iranian, Rahyab, Atyeh dadeh pardaz, …

Products and Services
Products and Services
Products and Services

Products and Services


 

Ability to group services and products into multi-level

Ability to define product suppliers

Ability to define product barcodes

Ability to define a serial number for each product

Ability to define groups and subgroups for each product

Ability to select the unit of measurement for each product

Ability to define warranty period for each product in terms of months or years

Ability to define the type and quality of the product

Pre-invoice and invoice
Pre-invoice and invoice
Pre-invoice and invoice

Pre-invoice and invoice


Ability to issue pre-invoice and invoice

Ability to determine the financial payment type in the invoice

Ability to display the amount of remain-cost of any invoice

Ability to insert the transportation and installing cost in the invoice and pre-invoice

Ability to insert the financial invoice tax in the invoice and pre-invoice

Ability to convert pre-invoice to invoice

Ability to define the printed format of invoice

Ability to print the signature of expert that he/she has issued the invoice

Ability to print the standard invoice approved by the Ministry of Finance with VAT

Ability to number the formal and informal invoices

Ability to categorize the specific fields in reports

Ability to send the invoice and pre-invoice directly through email, fax, …

Ability to print the product barcode on the printed form of invoice or pre-invoice

Ability to attach the invoice or pre-invoice file to the invoice or pre-invoice

Ability to determine the converted pre-invoices to invoice

 

Warehouse management
Warehouse management
Warehouse management

Warehouse management


 

Defining warehouse

Ability to define print formats of store receipt

Ability to reserve the commodity through pre-invoice

Ability to receive commodities from the warehouse

Ability to exit the commodity from the warehouse and decrease inventory

Ability to give back the commodity with revocation of invoice

Ability to display warehouse inventory during purchase order

Ability to display warehouse stock summary list

Membership and discount card
Membership and discount card
Membership and discount card

Membership and discount card



Ability to allocate a membership card or discount card to each customer

Ability to print a subscription card and discount card in ownership of customer

Ability to connect to the credit system and customer purchases

Ability to connect the membership card to customers club

 

Credit management
Credit management
Credit management

Credit management


 

Ability to allocate credit to customers

Ability to apply the method of credits calculation in terms of the volume of purchases

Ability to apply a discount on the next purchase

Ability to convert the credit to a star or membership card charge

Ability to define different credits in terms of the type of the product

 

Warranty card management
Warranty card management
Warranty card management

Warranty card management


 

Defining warranty cards containing an unique serial number

Assigning each warranty card to a product

Assigning the warranty card to the customer manually

Assigning the warranty card through sending SMS information by client

Setting warranty period and inform the customer via SMS or email

Project Communications Management
Project Communications Management
Project Communications Management

Project Communications Management


 

Ability to define the projects containing all of details

Ability to define a role for the contacts (persons and companies) involved in project such as employers, contractors, shareholders, and ...

Ability to record communication for project contacts separately

Ability to record tasks for project contacts

Ability to record a pre-invoice and invoice for any role separately

Ability to define progress statuses of project and record the percentage of progress of the project from the selective status

Ability to report on each project

Ability to define required products for the projects

Mobile catalog
Mobile catalog
Mobile catalog

Mobile catalog


 

Ability to introduce products and services

Ability to insert product descriptions

Ability to classify and group the products into two or multilevel

Ability to activate the program statically and dynamically

Ability to update the products and services

Ability to send notification and message for users when new product is added

Ability to reduce the cost of informing and advertising

Ability to increase the advertising content consistency

Not limitations on the amount of information and data

Ability to connect to the CRM system and create an integrated structure

Poll and satisfaction survey
Poll and satisfaction survey
Poll and satisfaction survey

Poll and satisfaction survey


 

Ability to create different types of surveys

Ability to create the multiple choice and essay tests

Creation of test options and anatomical responses

Ability to respond to the forms by customers through Web site or their control panel

Ability to report the satisfaction and comments of a particular customer or a group of customers

VOIP
VOIP
VOIP

VOIP



Ability to connect to the VoIP server

Ability to receive caller ID from the VOIP server (incoming and outgoing calls) and display it in the CRM system

Ability to call the customers through click on their call numbers in CRM

Ability to record calls through VOIP server and register its communication and attach the talk audio file

Ability to send defined faxes through VOIP server

Ability to receive faxes through VOIP server and register its communication and attach the received fax file

Connecting the Tolue CRM system with Mailigen
Connecting the Tolue CRM system with Mailigen
Connecting the Tolue CRM system with Mailigen

Connecting the Tolue CRM system with Mailigen


Connecting the Tolue CRM system with Mailigen (Email Marketing)

Mailigen software containing:

Ability to create different lists in Mailigen account through CRM software

Ability to select the companies and persons and send them to the selected list in CRM software Mailigen account

Ability to create a campaign to send advertising emails or newsletters to the CRM software defined lists

Workflow Management (Workflow)
Workflow Management (Workflow)
Workflow Management (Workflow)

Workflow Management (Workflow)


 

Ability to define the number of unlimited workflow

Ability to define the workflow steps

Ability to define the owner/owners of the workflow steps with the ability to perform and refer to the next step

Ability to define the actions based on the needs at each step of the workflow automatically

Ability to define a automatic sending at any step of the workflow

Buy and sell Management
Buy and sell Management
Buy and sell Management

Buy and sell Management


 

Ability to issue purchase order

Ability to record the inquiry

Ability to issue the sale pre-invoice

Ability to issue the sale invoice

Ability to issue the buy invoice

Ability to issue the stock financial sales draft

Contracts Management
Contracts Management
Contracts Management

Contracts Management


 

Ability to record a contract in customers file

Ability to define pre-contract and contract print formats based on the desired format

Ability to convert the pre-contract to contract

Meetings Management
Meetings Management
Meetings Management

Meetings Management


 

Defining the meeting and appointment

Defining the meeting date

Defining the meeting participants

Ability to send reminder SMS

Ability to record the meeting topic

Ability to record the meeting result

After sales service
After sales service
After sales service

After sales service


 

Ability to define a ticket including the details needed

Ability to record communications for tickets frequently until finish a ticket

Ability to define tasks to follow up intra-organizational on the relevant expert dashboard

Ability to record the pre-invoice and invoice in the ticket file

The ability to group the tickets

Call management
Call management
Call management

Call management


 

Ability to display the caller ID

Ability to display a list of incoming calls

Ability to display a list of outgoing calls

Ability to display the conversations duration

Ability to quick access to the customer records from the caller ID window

Ability to receive the caller ID from the Panasonic pbx

Online Chat management (Messenger)
Online Chat management (Messenger)
Online Chat management (Messenger)

Online Chat management (Messenger)


 

Ability to chat and record all of the transactions between the users in the system

Ability to check the texts Inserted by admin

Contract warranties management
Contract warranties management
Contract warranties management

Contract warranties management


 

Ability to alarm on date of the returning warranties

Ability to attach the warranties documents to the customers files

Management of sending letter
Management of sending letter
Management of sending letter

Management of sending letter


 

Ability to define a format for sending letter or mailing label in the system

Ability to inter the customer information in the letter text or on the mailing label (name and address of the customer)

Ability to send to the printer and print the pages separately

Ability to send to customers filtered in the list

Ability to send to customers are shown in the reports

Ability to record a communication for the customer automatically

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