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CRM software, or Customer Relationship Management, is a powerful tool for managing and establishing connections with customers. In this video, we explain the key features and functionalities of a CRM software. By watching it, you'll understand how the software can assist you and streamline your communication management with your customers.

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Marketing Features

The marketing section in CRM24 software focuses on managing and executing marketing strategies and activities within an organization. This section includes various tasks and features that help improve customer communication and engagement, ultimately boosting sales.
Some key features and capabilities of the marketing section in CRM24 software include:

  • Generate sales leads from various advertising channels.
  • Send promotional emails and SMS both individually and in bulk.
  • Convert sales leads into customers and create sales opportunities.
  • Track and execute various marketing processes.
  • Record the history of interactions and exchanges with customers.
  • Store and share comprehensive information about customers.
  • Provide reports and analytical statistics based on marketing data.
  • Planning, executing, and monitoring marketing campaign operations.

Features of the Sales Management Section

The sales section in CRM24 software is related to managing the sales process and customer relationships. This section provides tools and features that assist the sales team in advancing and managing sales-related activities.
Some key features and capabilities of the sales section in CRM24 software include:

  • Recording and managing customer-related details and information.
  • Recording and tracking sales opportunities and potential situations to increase sales.
  • Managing and monitoring sales stages and activities from the beginning to the completion of transactions.
  • Providing reports and analytical statistics on the performance of the sales team based on sales volume.
  • Notifying customers about the status of their orders, from registration to delivery.
  • Assigning access and tasks to sales team members based on different roles.
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Features of the Support and After-Sales Management Section.

The support section in CRM24 software is dedicated to managing and addressing customer needs. This section provides tools and features that assist the support team in responding to customer inquiries, questions, and issues, enabling them to offer better services.
Some key features and functionalities of the support section in CRM24 software include:

  • Handling customer issues and inquiries through ticket creation.
  • Managing tickets and assigning them to the relevant departments.
  • Monitoring response time and the handling of user requests and tickets.
  • Integration with VoIP phone systems and creation of a Call Center.
  • Recording the history of interactions and exchanges with customers.
  • Receiving tickets through the customer portal software, email, website, and web forms.
  • Generating reports and analyses related to the support team's performance to improve service quality.
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Some other features of the software include: arrow down
The features of the inventory management section.
  • Product inventory monitoring.
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    more ...
  • Display complete details about each of your products or services
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    more ...
  • Define commission and manage commissions for each product and service
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    more ...
  • Register and manage supplier information for sourcing raw materials and products
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    more ...
  • Track order status and delivery to customers
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    more ...
  • Integration and coordination with other related systems and software, such as accounting and inventory management
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    more ...
Product inventory monitoring. Product inventory monitoring.
Display complete details about each of your products or services Display complete details about each of your products or services
Define commission and manage commissions for each product and service Define commission and manage commissions for each product and service
Register and manage supplier information for sourcing raw materials and
                            products Register and manage supplier information for sourcing raw materials and
                            products
Track order status and delivery to customers Track order status and delivery to customers
Integration and coordination with other related systems and software, such as
                            accounting and inventory management Integration and coordination with other related systems and software, such as
                            accounting and inventory management
Time scheduling for activities, tasks, and project phases
Ability to record comprehensive information about projects, define project stages, and
                            monitor their progress
Recording and managing tasks, steps, and different stages of the project with priority and
                            importance settings
Monitoring progress and evaluating team members' performance at each stage of
                            the project
Allocating and managing resources (human, financial, physical, etc.) for each project
                            optimally
Generating reports and statistics related to project progress and performance analysis based
                            on various parameters
Sending alerts and reminders to team members at critical times and stages of the project
Features of the Project Management Section
  • Time scheduling for activities, tasks, and project phases
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    more ...
  • Ability to record comprehensive information about projects, define project stages, and monitor their progress
    02
    more ...
  • Recording and managing tasks, steps, and different stages of the project with priority and importance settings
    03
    more ...
  • Monitoring progress and evaluating team members' performance at each stage of the project
    04
    more ...
  • Allocating and managing resources (human, financial, physical, etc.) for each project optimally
    05
    more ...
  • Generating reports and statistics related to project progress and performance analysis based on various parameters
    06
    more ...
  • Sending alerts and reminders to team members at critical times and stages of the project
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    more ...
Features of the Reporting and Dashboards Section
  • Advanced Report Builder"
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    more ...
  • Create various reports and add them to dashboards
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    more ...
  • Create different dashboards for each user
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    more ...
  • The ability to search and filter data in the dashboard based on various parameters
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    more ...
  • Display alerts, reminders, and important notifications about the status of customers and transactions.
    05
    more ...
  • Display the latest activities, changes, and updates from team members and customers.
    06
    more ...
Advanced Report Builder
Create various reports and add them to dashboards
Create different dashboards for each user
The ability to search and filter data in the dashboard based on various
                            parameters
Display alerts, reminders, and important notifications about the status of customers and
                            transactions.
Display the latest activities, changes, and updates from team members and
                            customers.
Frequently Asked Questions

Some frequently asked questions by CRM24 users, which might be your questions as well

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Does the CRM software have the capability to integrate with other tools?
Yes, the CRM24 software, with its API capability, allows you to integrate with other tools.
Is data security guaranteed in the CRM software?
Yes, CRM24 software takes data security seriously and prevents unauthorized access.
What is the purpose and concept of the dashboard in CRM24 software?
The dashboard in CRM software serves as the main page or area that allows users to quickly view essential and comprehensive information related to customers and business activities at a glance. Typically, the CRM dashboard includes graphics, charts, data tables, and other important details, helping users analyze and process information efficiently in a consolidated manner.