TOPIX's modular CRM solution supports companies with customer communication, customer relationship management and segmentation, address and contact management and more. Users can use the platform for sales planning by forecasting the expected sales of different customer segments. Sales projects can be divided into planning steps, tasks and phases to which documents and relevant customer information can be attached.
Sales can also be tracked via email and managers can pre-determine the price at which an automated or personalized follow-up should be initiated. Customizable dashboards provide an overview of sales, lead progress and deals closed.
3.9
Verified Reviewers
"Topix makes our work easier and makes it very easy for us to process orders very quickly..."
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Jens
distribution in Germany
Main functions of TOPIX
Organize and store customer contact information for easy access
Optimize customer support through a centralized platform for answering inquiries
Form design features to capture relevant information
How to find the right CRM for small businesses
When looking for CRM software for small and medium-sized businesses, you should keep a few key netherlands telegram data criteria in mind:
Business needs: Before you begin the process of finding a CRM system for your business, understand your specific business needs. Consider the key features you need, such as lead management, sales automation, customer service, marketing automation, and analytics.
Scalability: Make sure the CRM software can grow with your business. It should be able to handle increasing amounts of data, users and customer interactions without compromising performance.
Integration options: Find out how well the CRM system integrates with your existing systems and tools, such as email platforms, marketing automation software, accounting solutions, and ERP systems. Seamless integrations reduce manual work and help keep data consistent and in sync.
Customization options: Look for CRM software that can be customized to your unique business processes and workflows. Custom fields, modules, and dashboards allow you to tailor the CRM tool to your needs.