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
CRM
Lotus
Notes
Domino
application