DigitalCRM Customer Service Management System.. Your Path to Improving Customer Experience
The DigitalCRM customer service management system, provided by AamalSoft, is an integrated and comprehensive tool designed to enable companies to improve customer experience and enhance operational efficiency. The system is designed to cover many essential aspects of effective business management, including marketing, sales, project management, customer support, and internal company workflow management.
Customer Management and Quotations
- Archiving potential customers and organizing their data easily.
- Creating professional, customizable quotations.
- Sending quotations electronically directly via email.
- Enabling the client to review the offer, approve it, or add notes.
- Converting quotations into invoices automatically.
- Viewing all customer transactions, including invoices, payments, projects, and technical support in one screen.
Instant Analytics and Accurate Reports
Gives you a clear vision to make confident decisions based on real data
Subscriptions and Recurring Payments Management
- Easily create and manage monthly, yearly, and weekly recurring invoices.
- Follow up on overdue payments and improve collection processes efficiently.
- Send automatic alerts and notifications for due dates to customers and management.
- Send promotional offers and discounts directly via email.
Project and Task Management
- Follow up on projects and tasks in real-time with completion percentages.
- Divide projects and assign tasks to employees based on permissions and specialties.
- Manage invoices and payments related to projects easily and accurately.
- Archive files and enable clients to follow up on projects and add notes directly.