CRM

The CRM (Customer Relationship Management) module of Fluentis allows for managing and optimizing interactions with customers and potential customers. The main features within the CRM are designed to cover every aspect of the customer lifecycle, from collecting initial contacts to post-sales management.

Area Modules

Contacts

This module allows for managing a centralized database of contacts, collecting detailed information about customers, partners, and potential customers. It is possible to organize, segment, and access contact data.

Employees

Integrates personnel management into CRM strategies, allowing for assigning responsibilities and monitoring interactions between employees and customers.

Newsletter

This module automates the sending of newsletters to contacts, using segmentation tools. It supports the creation of effective and measurable email campaigns, improving customer engagement and loyalty.

Marketing Campaigns

Helps track the effectiveness of CRM initiatives, managing budgets, targets, and results in real-time.

Opportunity

Tracks sales opportunities from the prospect stage to closure. This module allows for monitoring the progress of each opportunity, helping sales teams focus on the most promising leads and forecast future revenues.

Sales Forecasts

With advanced analytical tools, this module allows for making accurate forecasts about future sales. It monitors performance against targets, analyzes sales trends, and makes strategic decisions based on concrete data.

Ticket Management

This module facilitates customer support management.

Common Buttons in Sales Document Search

All CRM document search forms allow for searching documents to view, modify, and possibly delete them or proceed with the insertion of new documents; the windows consist of a filter area and a results grid.
In the results grids, additional columns can be added by dragging the appropriate fields from the Object navigator; it is also possible to delete columns by dragging the column header out of the grid. To make the changes permanent, it is necessary to save the Profile as default.
The common toolbar buttons for search forms are as follows:

Button	Custom features
Search	Allows you to view results within the grid after setting all desired filters.
Modify	Allows you to open and modify the document.
View	Allows you to open the document in view mode, without the ability to edit.
Remove	Allows you to delete selected documents in the grid.
Open diagram	For each document of the module, a series of Diagrams are made available that provide a global view of the connections the document has.
Activity/Task	In this section, it is possible to assign a task to be performed to an Operator or Corporate Role; the task will be displayed in the user's personal Task manager and can be managed with the Fluentis Supervisor if notification management to operators is necessary.
Documents	By using the Documents toolbar button, you can choose to attach a document already coded in Fluentis or to create a new Document to attach.
Profile Management	Each user has the option to graphically customize the mask by adding/deleting/modifying visible fields; changes made can be saved in Profiles, at the level of individual users, corporate roles, or for all; it is also possible to choose the default Profile to load at each access.