CRM

CRM is a robust interdepartmental information system suitable for companies with a need for project management and client administration.

MAIN ADVANTAGES

  • effective management of communication with customers and partners
  • speed of making records
  • traceability of stored information
  • simple approval of documents
  • secure access to documents within working groups or persons
  • quick creation of documents in format PDF including the the possibility of using templates
  • management archiving of documents
  • long lifetime of system
  • sending notifications to email
  • multilingual environment (CZ, ENG and can be other)
  • seamless continuity with other parts of IS and application Lotus Notes Domino
  • possibility of individual adjustment

BASIC FUNCTIONS

  • management of the customer database with multiple categorization (company / person / activity)
  • creation and register of activities (email, letter, contract, supply, demand, notation from meetings, task and others)
  • management of project documentation
  • definable approval workflow
  • assigning and control of tasks
  • monitoring of workload of employees
  • management of controlled documents (according to ISO)
  • management the agenda of incentives and corrective measures
  • mass correspondence including print of address labels
  • evidence of marketing material (gifts)
  • management of file archive (suitable for CAD/CAM or graphic files)
  • auditing system

ASSEMBLE MODULES

    Reporter

  • definition of output reports from different source bases
  • scheduling, background processing
  • output reports in format CSV (compatible with MS Excel)

    HR Agenda

  • personnel system ((HR cards, archive of pers. documents, catalog of jobs, hierarchical structure)
  • evidence of absence (including approval workflow)
  • wage laws
  • evidence of knowledge and certifications
  • management of access to public and private information

    Project Manager

  • definition of project plan
  • monitoring performance of the project plan
  • possibility of assigning tasks within the project phase
  • creation of output documents in format PDF
  • use of data from CRM

    Domino Notification portal

  • management and sending of notifications in Lotus Notes Domino using one central place

    Many Money

  • billing and ordering System in Lotus Notes Domino
  • monitoring cash flow of the project
  • creation of delivery notes
  • payment orders
  • cash flow and other manager overview

EXAMPLE FROM APPLICATION

For more information, please contact Martin Vlcek.

+420 234090013
vlcek(zavináč)csdevelopment.cz

CRM

Lotus

Notes

Domino

application