Robo Connector CRM
Build Strong Customer Relationships
Introduction to CRM
Our CRM module is designed to support your business at every stage of the customer relationship – from the first contact, through negotiations, to sales and post-sales service. With advanced features such as task automation, lead management, and full integration with other Robo Connector modules, you can provide your customers with the best experience.
Organize Clients Meets
Organize your work without duplications and with collaboration with other teammates
Many Funnel Tracker
Track multiple clients with different funnels and track different actions within.
Workflow Automation
Design workflows and automate business processes with ease.
- Automate lead nurturing and follow-ups.
- Trigger workflows based on actions or conditions.
- Improve operational efficiency with AI-driven automation.
OCR
Store and manage digital content seamlessly.
- Manage customer documents and files securely.
- Ensure compliance with role-based access control.
- Provide easy content retrieval and search functionality.
Scalability
Easily expand your business apps as your company grows.
- Flexible architecture for handling large data volumes.
- Cloud and on-premise deployment options.
- Seamless scaling without downtime.
Why Choose Our CRM?
Unified Ecosystem: Our CRM integrates fully with other modules, creating a cohesive ecosystem that supports your sales efforts at every step.
AI and Auto-Match: Our CRM leverages artificial intelligence to analyze customer data and automatically assign tasks, significantly improving team efficiency.
Gamification: Increase engagement in your sales team through gamification – reward top performers, boost motivation, and improve results.
Dynamic Functions: Customize the CRM to your needs with dynamic functions that allow you to create new sales processes in response to market changes.
Community: Use ready-made solutions and best practices shared by other platform users, accelerating implementation and improving efficiency.
Use Cases
- Service Companies: Efficient customer relationship management, personalized offers, fast inquiry handling.
- E-commerce: Sales process automation, lead management, customer purchase preference analysis.
- Manufacturing: Order monitoring, integration with WMS and MES modules, business partner relationship management.