CRM (Customer Relationship Management)
The Complete Solution for Customer Success
CiPert’s CRM module is designed to help businesses manage customer interactions, streamline sales processes, and enhance customer satisfaction. Fully integrated with CiPert’s Cloud ERP, it empowers your team to make data-driven decisions and deliver exceptional service.
CRM Functionality
All modules are fully integrated into your real-time, end-to-end Cloud ERP system.
Appointments
Schedule and track appointments with ease using a centralized calendar, automated reminders, and seamless integrations with email notifications.
CRM Console
Email Campaign
Sales Automation
Quote Management
Service Agent Console
Work Flow
Key Features
360-Degree Customer View
Get a comprehensive overview of every customer, including interaction history, sales records, support inquiries, and order history, all accessible in one centralized location.
Lead and Opportunity Management
Effortlessly track leads and manage opportunities throughout the entire sales funnel. Streamline your sales process to help your team close deals faster and more effectively.
Automated Sales Workflows
Save time with automation. Handle routine tasks like follow-ups, reminders, and email campaigns seamlessly, allowing your sales team to focus on high-priority activities that drive revenue.
Integrated Communication Tools
Centralize all communication. With email integration, note-taking, and task management features, ensure no customer touchpoint is overlooked.
Sales Analytics and Reporting
Empower your decision-making with real-time insights. Analyze your sales pipeline, monitor team performance, and understand customer behavior through dynamic reports and dashboards.
Benefits of CiPert’s CRM
Enhanced Productivity:
Automation and centralized data access eliminate manual work and save time.
Improved Customer Relationships:
Deliver personalized service by understanding customer needs with real-time insights.
Streamlined Sales Processes:
Accelerate the sales cycle with tools for lead tracking, quotation, and follow-ups.
Data-Driven Decisions:
Real-time analytics and reporting empower your team to make informed decisions.
Scalability
Flexible CRM that grows with your business, accommodating increasing customer and process complexities.
Cost Efficiency:
Integrating CRM with your ERP reduces redundancies, saving time and resources.
How CiPert’s CRM Works
Centralized Customer Data:
All customer interactions, data, and activities are stored in one unified platform for quick and easy access.
Real-Time Integration
CiPert’s CRM seamlessly integrates with other ERP modules like inventory, order management, and reporting to ensure data accuracy and workflow consistency.
Automated Workflows
Tasks like lead scoring, follow-ups, and approvals are automated, reducing manual errors and improving efficiency.
Customizable Dashboards
Tailored views let users focus on the information most relevant to their role, whether it’s sales performance or service metrics.
Advanced Reporting and Analytics
Generate real-time reports and forecasts for better decision-making, from customer behavior trends to sales pipeline performance.
Use Cases
Sales Management
A growing retail company uses CiPert’s CRM to manage their sales pipeline, track leads, and automate follow-ups, leading to a 25% increase in conversions.
Customer Support:
A logistics provider leverages the Service Agent Console to track and resolve customer queries efficiently, improving satisfaction scores by 30%.
Email Marketing
A mid-sized tech firm utilizes CiPert’s email campaigns to target leads with personalized offers, boosting engagement and ROI.
Appointment Scheduling
A healthcare clinic uses Cipert’s appointment management feature to schedule, track, and automate patient reminders, reducing no-shows by 20%.
Workflow Automation
A service-based business automates its customer onboarding process, cutting manual efforts by 40% while ensuring consistent follow-ups.
Have Questions? Reach Out To Us
Address
CiPert Inc
2451 W GRAPEVINE MILLS CIR
GRAPEVINE, TX 76051
info@cipert.com
Phone
408.418.5219