dotsimply CRM
Client relationship management.
Directory
Quickly and efficiently contact your partners, collaborators, clients and suppliers
- Centralise contacts' details in a single interface
- Customise the contacts' list and their sheets according to one's preferences
- Quickly perform mass actions on a large number of contacts
- Find a contact's details in just a few seconds
- Send a mail directly from the interface
Documents
Manage your documents online, from writing to publishing
- Always keep one's documents available thanks to the electronic document management system (EDM)
- Build an unlimited folders and documents tree view
- Write documents with other collaborators following the different steps of a workflow
- Configure alerts' receiving to be warned when a document or a folder has evolved
- Modify files directly thanks to the online edition feature
- Have a complete traceability of changes made to documents
Events
Plan and organise events, manage participation
- Schedule appointments, meetings and events
- Send invitations to a list of participants
- Directly confirm one's attendance to an event from the invitation e-mail
- Control if participants are present or absent, benefit from attendance sheets
- Join documents and action sheets to an event
- Share one's agenda with collaborators
Claims
Simply and efficiently manage clients' and supplers' claims
- Centralise claims in single interface
- Master and guarantee claims processing delays
- Benefit from a complete traceability of exchanges
- Efficiently communicate with other stakeholders
- Set priorities and assign claims to the persons who will deal with them
- Generate and exploit the statistics related to claims so as to ensure quality control
Questions & answers
Manage and publish your surveys, exploit the results
- Define and circulate one's surveys forms
- Choose the type of questions and answers, the visual aspect, the interactions between questions
- Plan the surveys' uploading and define their access mode (public or private)
- Directly control and record answers during data entry
- Monitor, analyse and circulate the results
Tasks
Plan tasks, monitor their evolution and master deadlines for achievement
- Centralise tasks and pilot them from a dashboard
- Plan and allocate tasks depending on priorities and the availability of resources
- Respect deadlines, monitor the state of advancement and be warned if the deadlines are not respected
- Control deadlines with a Gantt chart
- Benefit from a complete traceability about the information related to tasks
Mailings
Circulate targeted information and measure your e-mail campaigns' impact
- Customise your mailings using templates adapted to your targets
- Manage mailing lists and returns due to errors
- Benefit from mailings' traceability
- Measure and analyse your mailing campaigns' effectiveness