Most companies at some point face the problem of tracking the needs of their clients. The higher the number of clients, the greater the amount of data that companies collect; and after collecting them it is also necessary to organize these data so that they are always accessible and transparent.
It is precisely in such situations that companies are turning to IDK CRM tools. IDK CRM allows companies to have all the information about their clients, contacts, employees, projects in one place, but also to identify problem areas in communication with them on time.
Employees can generate a lot of important data with clients, but often these data are stored in notes, local computers or within the head of all employees. Therefore, IDK CRM is in cloud technology, allowing you access through all available devices that are connected to the Internet. So data can be available to all users of your real-time CRM, whether on a laptop, a computer, a mobile phone etc.
The security of your data is in the first place, therefore we guarantee 100% security. All data between IDK CRM and users is encrypted using the SSL (Security Socket Layer) protocol. To ensure that all data is secure, we regularly generate a backup copy at a different location. All documents and databases are divided for each user separately.
More administrative work means less time for everything else.
IDK CRM enables you the complete overview of your clients (companies).
For each client, you can separately track the activities that you or your colleagues recorded.
In addition to activities for each client, you can also see:
In addition to companies, IDK CRM offers you the ability to manage contacts, whether it is a contact within a company or a standalone contact.
For each contact you can also see:
The Employee Module allows you to have all information about employees in one place.
Each employee is given login information so that they can use CRM; also when adding a new employee you can assign permissions within the CRM for each job in particular.
For employees the following is also available:
Whether it's a company or a contact, activities are available for each one separately.
Your colleague or you can record each activity by type, date and time. Also, an overview of all activities is available to you according to the timeline for each client.
Documentation is very important for every CRM, so we've integrated the documentation module into each client and employee.
From now on, have all your documentation in one place; whether it's a contract or a bid – the complete documentation is now just a click away.
To help you organize everything that your client wants, tasks or remarks can be set for each employee, and have the status of each task available at any time.
Notifications will notify you of a new task or note when you want to. You can assign each task or note to an employee through a client or directly, depending on which task you are doing.
Project management has never been easier, using the Scrum organizational system you will have status and overview of each item related to each project in particular.
For each project you can:
Communication between merchants and sales for your job can be painful and long lasting. The Order Module makes it possible for you to have every merchant accessing your warehouse, creating and sending an order from a client directly to the sale from their mobile device or tablet.
After an order has been made, the merchant and the sales department can follow the status of the order itself through receiving, storing, transporting and delivering it to the customer.
For each order you can:
With The commercial/merchant module you can monitor the work of the whole commercial. From now all commercialists can open a travel order and plan a visit from their mobile devices or tablets.
In addition to the commercial planning itself, you will have an insight into the commercial reports and at any moment you will know what your commercialists are doing in the field.
For each commercialist you can:
For craftsmen, small companies and individuals
for most companies with the possibility of new modules
for most companies with the option of custom modules
Installation on your own servers
IDK Studio is a company that offers a wide range of internet services for large, small and medium sized companies all over the world. We specialize in web design, web programming, mobile development, web hosting, graphic design, web marketing and more.
We are looking at web sites, applications and other software solutions as the primary thing in a way that will improve and facilitate your business.
If you want to try our full version of IDK CRM for 30 days free of charge, with no obligation and with the possibility of cancelling at any time, please send us a request and our sales team will contact you shortly: