CRM
Track leads, close opportunities and get sales forecasts. Expand your business with OnlineBIZ.
Improves the relationship of customers with your business
Simplifies and speeds up the sales process
Accessible anywhere via mobile devices
Securely monitor the company's growth
Control Panel
Track the evolution of the sales funnel, new leads and upcoming follow-ups.
Sales funnel for the current year
Leads evolution graph
Follow Up's to be done for the day
Most recent leads
Top commercial table
Contact Management
Carry out complete and unlimited management of customers, partners, suppliers and employees.
Unlimited customers, suppliers, partners and employees
Creation of groups and attributes
Blocking contacts and users
Add a loyalty status
GDPR Compliance
Commercial Management
Control the evolution of your activity through the analysis of registered leads.
Allocation of commissions per commercial
Create commercials by associating them to your customers
List of Leads by commercial
Detailed award listings ;õcommissions
Control over sales < /div>
Allocation of commissions per commercial Create commercials by associating them to your customers List of Leads by commercial Detailed award listings ;õcommissions Control over sales < /div>
Sales Funnel
Track sales by having access to the list of leads and their status.
View the totals from Prospecting to Production Sale
Follow the evolution; sales section
Search by customer, dates and commercials
Track sales by having access to the list of leads and their status.
View the totals from Prospecting to Production Sale Follow the evolution; sales section Search by customer, dates and commercials
Lead Management
Manage your leads under various indicators.
Create unlimited leads by associating them with your salespeople
Qualify your leads < /div>
Set predictions of recipes
Convert your leads < /div>
Create unlimited leads by associating them with your salespeople Qualify your leads < /div>
Set predictions of recipes Convert your leads < /div>
Follow Up Management
Create, duplicate and organize your follow-ups by type and status, without limits.
Add follow ups to your contacts
Follow the follow ups diaries
Associate follow types ups
Register on river report for monitoring and finalization
Follow the follow ups diaries Associate follow types ups Register on river report for monitoring and finalization
Sales
View your sales in real time by customer, manager or commission agent.
Control sales by commission agents
Associate documents (orç ;ments and invoices)
Possibility of viewing the totals by sellers and customers
Print listings by date , customers, managers and salespeople
Control sales by commission agents Associate documents (orç ;ments and invoices) Possibility of viewing the totals by sellers and customers Print listings by date , customers, managers and salespeople
Schedule
Multiple ways to view your schedule, quickly switching between "Month", "Week" and "Day" views.
Manage your work schedule
Create and schedule a meeting ;es quickly
Create and manage follow ups and tasks
See all your events clearly
Define the form of default view (day, week or month)
Manage your work schedule Create and schedule a meeting ;es quickly Create and manage follow ups and tasks See all your events clearly Define the form of default view (day, week or month)
Reports
Get more specific information with detailed, easy-to-create reports.
Extract and sales analysis
List of leads and respective state
Control commissions; es and amounts in debt
Follow and analyze the evolution of awards
Extract and sales analysis List of leads and respective state Control commissions; es and amounts in debt Follow and analyze the evolution of awards
