What is Axelor CRM?
- Contact Management: Centralizes customer data in one place: customers, prospects, contact information, exchange history, and documents, for fast access to relevant information.
- Lead Management: Tracks leads from first contact through to sale, and also makes follow-up of marketing leads easier.
- Opportunity Management: Manages the sales process and helps to uncover the most promising opportunities, and track their progress in real time.
- Quote Management: Converts opportunities into quotes using a single click, generates customized PDF documents from pre-made templates, and streamlines workflows by automatically creating purchase orders once a deal is secured.
- Event Management: Calls, appointments, and tasks can be scheduled directly from the CRM, and they’ll be synchronized with external calendars such as Outlook or Gmail.
- Marketing Campaign Management: Prospects and customers can be targeted according to any criteria and needs. Users can also schedule marketing and emailing campaigns.
