The Customer Relationship Management (CRM) module in Hinawi ERP is a valuable tool for companies looking to improve their customer relationships by providing a range of powerful and easy-to-use features. These features help build strong customer relationships, enhance customer satisfaction, increase sales, and improve profits.
A key element of this system is the streamlined sequence of actions based on granted permissions for internal control, saving time and effort while serving current and potential customers to give a distinguished image of the company.
| Feature | Description |
|---|---|
| Reminder Management | Custom reminder templates can be created for follow-ups with customers, and automatic reminders can be sent based on a set schedule, ensuring regular follow-ups. |
| Schedule and Task Management | The system allows managing employee schedules and organized follow-ups with customers, assigning tasks to employees, and tracking their execution efficiently, with daily performance reports on employees and their tasks. |
| File Management and Communication | The system archives all company files, including customer files, correspondence, and reports. Users can send general or customized emails and text messages to customers and track and analyze all incoming and outgoing emails and texts. Customer names can be added through text input. |
| General Features | The CRM system is linked to the sales system in Hinawi ERP, facilitating the issuance of quotes to potential customers, tracking the status of issued quotes, and outstanding amounts from customers. The system can be used to send notifications to customers reminding them of quotes or due payments, as well as text messages alerting customers to the due dates of deferred cheques. |
| Language and Flexibility | The system includes storage for all company files, including customer files, correspondence, reports, and more, facilitating organized information and quick, efficient access. The software operates in both Arabic and English, allowing for easy design and printing of all templates. All systems are interconnected, with multiple reports for each template and monitoring reports that help identify gaps and improve performance. |
Hinawi ERP’s CRM module provides a variety of reports that help companies monitor and analyze their operations accurately. These reports include tracking customer inquiries, monitoring interactions, measuring employee efficiency, and analyzing customer and sales data. These reports aid in making informed decisions and improving processes to better meet customer needs.
The CRM system in Hinawi ERP is a tool designed to help companies improve their customer relationships by tracking interactions, managing inquiries, organizing marketing campaigns, and analyzing data to enhance service and increase sales.
The system enables tracking all inquiries and requests received by the company via email, phone, or personal visits. All this information is stored in the system, and employees can easily access and follow up on them to ensure effective and organized customer service.
Yes, the CRM system is linked to the sales system in Hinawi ERP, making it easy for companies to issue quotes to potential customers, track the status of issued quotes, and outstanding amounts from customers.
The CRM system can be used to send notifications to customers, reminding them of quotes or due payments, as well as sending text messages to alert customers about the due dates of deferred cheques.
The system includes storage for all company files, including customer files, correspondence, and reports, facilitating organized information and quick, efficient access.
The CRM system can be used to track employee tasks and generate daily performance reports, enhancing task organization and productivity.
The system offers additional features like system customization according to company needs, advanced search in customer data, converting reports to Excel, and providing technical support to users.
When creating a new inquiry, information is taken from the debtors’ or potential customers’ list in the accounting system. Approved inquiries can be converted into quotes in the accounting system, facilitating follow-up and achieving sales.
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