CRM & Marketing
From prospecting to loyalty: a 360° customer view, a mobile sales force and targeted campaigns, connected to your operations.
Customers & prospecting
Contact management
Classification by type: suspect, prospect, customer, professional or individual.
360° customer view
Unified data: revenue, orders, visits and interactions.
Single customer record
Centralized information from every channel (e-commerce, points of sale).
Interaction history
Appointments, notes and attachments tracked per contact.
Customer issue management
Tracking of delivery delays, payments and reminders.
Sales force
Sales planning
Calls, appointments and individual or shared calendars.
Remote documentation
Product sheets, prices and catalogs accessible anywhere.
Commercial agreements
Specific prices, commitment scales and free goods.
Sales forecasts
Dashboards and decision-support reports.
Mobile sales force
B2B CRM app for iOS/Android in offline mode.
Quotes & orders
Quote entry
Fast creation with product availability check.
Quote → order conversion
One-click conversion of quotes into orders.
Customer credit control
Validation before taking an order.
Bulk order import
Automated import of customer orders.
Marketing & campaigns
Customer segmentation
Targeting by type, sector and location.
Email & SMS campaigns
Sending of targeted marketing messages.
Omnichannel loyalty program
Discount vouchers, rebates and gifts across channels.
Sales operations
Management of promotions and free-goods agreements.
Campaign reports
Customizable statistics and dashboards.
Application previews
Grow and retain your customer base
Discover AYUMIA's CRM and marketing.