CRM
Optimize your customer relations with simplicity & efficiency
modullo offers 3 CRMs in one:
1 CRM Opportunities
Sales oriented, modullo allows you to pursue your opportunities and those of your sales team. It offers a solution that manages your calendar appointments and reminders as well as tracking client e-mail.
1 CRM Service
A management tool for internal and/or external technical teams, to follow up after-sales service and ticketing, to liaise with your sales management, to handle your client contracts and budgets. modullo helps you to plan, follow up interventions and prepare your invoicing.
1 CRM backoffice
Internal task management, reminders, track customer accounts, automatic recurring tasks. HR, accounting, purchasing management, modullo supports you in these different procedures.
Effective task management
Organise your tasks according to your needs: by project, by client, by provider, ... Create recurring tasks, shared templates, manage your employees' schedules with ease.
modullo CRM Android
Bring with you all your projects, tasks, timesheets, schedules, projects, customers, points of sale, ... Complete your inspection reports, sales, interventions and timesheets in a modern, ergonomic and fast interface.
Office 365, Exchange, Outlook
Synchronize your tasks and view your schedules and those of your colleagues in Microsoft Office365, Exchange and Outlook tools.
Follow up
Track your client's satisfaction and your prospects. Create your reports and check the profitability of your projects at a glance. Financial and accounting follow-up on all your projects. Print your reports or send them by email.
modullo ShareCenter
With modullo sharecenter, centralise your information & protect your access.
The sharecenter is both a consultation tool for your customers, suppliers and contacts, while also being a consultation tool for your employees.
It can also be used by management to centralise activity reports, or other sensitive documents. General assembly agenda, PV etc …
modullo CRM contains the following features
| MODULE | DESCRIPTION | INCLUDED | OPTIONAL |
| modullo CRM | Client management |  |
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| Contact management | |
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| Management of projects | |
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| Recipient management | |
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| Manage service providers | |
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| Sales Management | |
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| Technical Service Management | |
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| Task Management | |
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| Hierarchical and grouped tasks | |
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| Duplication of tasks | |
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| Recurring tasks | |
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| QuickTasks (allows the creation of template tasks) | |
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| Priority Management & Deadlines | |
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| Schedule management | |
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| Automated customer mailing | |
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| Automated planning via scheduler | |
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| Follow up customer satisfaction. | |
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| automated and/or manual linking of mails to tasks | |
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| linking files to tasks | |
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| Visualization of a personal calendar | |
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| Visualization of a team calendar | |
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| Visualization of a company calendar | |
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| SLA Contracts: | |
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| Financial monitoring, profitability, accounting | |
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| Printing status and miscellaneous reports (A4) | |
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| Reports as lists | |
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| Reports as pivot tables | |
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| Link to Office365, Exchange, Outlook Link |  |
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| Visualization of unavailability in planning (illness, leave, …) | |
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| modullo Tablet Technician | offline + sync | |
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| Native Windows 8 application | |
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| modullo on android smartphone | offline + sync | |
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| Native android application | |
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| modullo on iphone | offline + sync | |
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| Native IOS application | |
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| modullo Customer Zone | Online Web | |
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modullo CRM is used by
