New trends and news from CRM improvements
Clients are always the engine of successful work. They motivate us to develop further every day, even by using EcoCRM permanently. Many of them can't even imagine it without it. After all, see for yourself what they wrote about us.
Don't miss the latest news
EcoFORCE
We have created a unique system for managing receivables and especially for their automatic solution. The system is connected to billing and other systems. Thanks to his automation he will do most of the work for you.
EcoBILL
Invoicing is now under EcoBILL. It is much easier to work with than commonly used systems and saves a lot of time. Import from Pohoda and other applications remains a matter of course.
New employee filtration
New, better employee filtering now lets you search for employees based on their job location. This will give you more insight into your employees and save our system time.
Entering tasks
Newly, an employee can assign tasks to himself, but he must choose a responsible person to approve the task. This feature saves time, delegating tasks, or meetings. All you have to do is designate yourself as the solver and responsible person.
Complaint
After the last update, all claims are displayed on the Home screen. This modification allows a quick overview of all current complaints, so you can check their progress immediately after arrival and schedule them, how to solve them.
Satisfaction checks
We now have a check tab in the system that allows you to enter an overview of satisfaction check ratings into your system. Thanks to this, you can really take care of your customers, thus taking advantage of the CRM + ERP CRM program.
Internal communication
Within the CRM + ERP system, we have created internal communication in the program; the advantage of this communication is that only the user who initiated the conversation can terminate it. In the event that the other party does not respond for a longer period of time, a penalty for inactivity is raised.
Extending the warehouse module
Extending the warehouse module with other internal elements that interconnect between the warehouses is thus possible to make transfers between warehouses. New statistics have also been planned.
Billing - automatic billing
Billing module extension and regular and automatic invoicing. Connection to other modules in CRM + ERP system. New feature added, automatic invoice issuing, and customized notification for unpaid invoices.
Business case interface
Improved interface for inserting and managing business cases. Embedding has become much simpler and more sophisticated. Business cases are newly linked to all other functions of the CRM + ERP system.
Tasks - Planning
In the Tasks module, there is a new "Scheduling" tab. Planning is directly related to our previous update, where we deal with the adaptation process of each position. Here you can schedule tasks to be created over time for each position.
Welcome Area - Activities
The welcome screen has undergone a new innovation, now the “ACTIVITIES” column is displayed on the welcome screen, showing all the past and present, tomorrow and next appointments and activities in seven days.
Timer extended by extraordinary event
In the TIMER function for a detailed overview of employees' activities, there is now a new feature that allows you to add an extraordinary event, such as an employee working on a project and suddenly having to go away or solve phones, it is possible to enter an extraordinary event with the number of minutes needed at a specific event.
Multiple investigators in the task
When a task has multiple solvers, it is possible to switch between them in a simple way (using the arrows) to determine the primary solver for which the term in the task and any penalties apply.
Notes option
Possibility to add custom notes to the CRM home page. If a user adds a text to an already created note, the save button is highlighted in color.
