CRM and Pre-sales

Put your customer relationship under control

From Sales to Contracts Management in an all-in-one Solution

Fitnet Manager offers you to activate the pre-sales management, via a module integrated to all functions of the Commercial Management by Contract.

The CRM module covers the entire life cycle of the activity, from prospecting to billing, including reporting.

The CRM Module offers a valued view of the commercial Pipe and allows to trace all the exchanges with the prospects or the customers and to organize the tasks to make the salesmen.

Prospecting

  • Monitoring of commercial actions and exchanges
  • Dynamic Prospecting tracking chart

Sales Pipeline

  • Organization of commercial records by status
  • Real time information access
  • Synthetic Dashboard

Sales Portfolio

  • Collaborative Mode
  • Identification of Opportunities
  • Monitoring and historical record of tasks and exchanges

``The data of your customers and prospects gathered into a single solution”

The development of the Pre-sales/CRM module has been designed to best fit your organization. Fitnet Manager gives you the freedom to create on each Prospect/Customer/Contact sheet, as well as on every opportunity/contract, all the fields you want, unlimited: check-box, free text, drop-down menu…

This customization is accompanied by a real-time monitoring of the tasks, as well as a calendar integration. You then have all the elements to effectively follow every step of the commercial management!

``The data of your customers and prospects gathered into a single solution”

The development of the Pre-sales/CRM module has been designed to best fit your organization. Fitnet Manager gives you the freedom to create on each Prospect/Customer/Contact sheet, as well as on every opportunity/contract, all the fields you want, unlimited: check-box, free text, drop-down menu…

This customization is accompanied by a real-time monitoring of the tasks, as well as a calendar integration. You then have all the elements to effectively follow every step of the commercial management!

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08008 Barcelona
España

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BSA Conseil with Fitnet Manager is certified ISO 27001 for its entire scope of activities : design, development, distribution and operational maintenance of the ERP SaaS solution Fitnet Manager!

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Fitnet Manager is committed to respond always more efficiently to the RGPD requirements. We protect personal data: database encryption, anonymizing actions and mass data purging are provided by the software.

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