• adding and edition clients
• managing contact person
• handling contact as part of branch of the company
• clients marking
• defining the status of the client
• defining individual discount for client
• possibility to add own fields bound with client

Save contacts to your clients

Creating clients data base is the basic functionality for trader in CRM application.
Due to our clear form, without any problems you will add new clients and important information about them like contact information. You can also define status for client and rate him using stars.
That kind of information are very count for sales funnel view.
You can read about sales funnel here.

Add data from Central Statistical Office of Poland

Option that allows you to get data from Central Statistical Office of Poland. You need to enter client’s NIP and in few seconds you have information that helps you to contact with client.

• date of customer addition
• browsing by marks
• sort by client status
• visibility of recent and nearest contacts
• connection clients with planning tasks
• visibility of the customer’s supervisor

Analyze the process of acquiring the customer

Option with which you define status and give mark for client , allow to prioritize clients by sales funnel levels. That helps with analyze and planning activities that will approach to make contact and the best cooperation with client.
Likewise sales funnel functionality helps manager to check effect of individual traders work.

• quick adding products
• visibility of stock level
• recalculation of pretax price
• export product list as xls, pdf, docx file
• using products in offers creating
• adding products to planning tasks

Lead evidence of product or services

In CRM TradeAssistant you can easy add all your products or services. Completing their prices and stock level you create base to fast offer creating.

• create personalized offers
• intuitive products management as part of offer
• adding new products straight away to offer
• set a discount adapted to client
• determining Expiration date of the offer

Create offer adapted to clients’ needs

In CRM TradeAssistant you will very easy create offers based on products data based or products adding on offer form. Adapt discount and create offer which guarantee good relationship with client.

• generativity and printing report for a given period of time
• creating report with division into employee
• creating reports from tasks connected with given client
• choice report format: pdf, docx or xls
• our unique report engine allow us to fast generate report adapt to your company

Summarize your traders work

Report functionality, let manager on picture data about done activities by traders.
With TradeAssistant you can create report about done task, made contacts with clients, and sum up overall activity sales department in some period of time.

• adding account in google application
• transfer planned tasks on individual calendar
• mobile access to planned tasks
• transfer adding contact information to address book

Keep tasks in your personal calendar

Sync with Google functionality give opportunity to save scheduled tasks and added contacts not only in application but also in all mobile devices with android or iOS.
Thanks to that you don’t need to log to application all the time, to remember about phone call to do, meetings, or presentation.

Keep contacts in your personal address book

There is no need to search on contact list phone number to client or e-mail. Contacts details are easily copied to your address book on your smartphone.

• possibility to send e-mail from calendar
• transfer of sent messages to e-mail program
• access to correspondence with clients

Send e-mail directly from the application

Integration with the email program allows you to create and send e-mails from tasks on your calendar.
In a convenient way, you will send messages that will automatically be transferred to your email program so you can keep conversations with your customers.

• possibility to add own logo
• possibility to add own fields on form
• possibility to add own functionality
• possibility to develop application as own needs

Adapt CRM to your business needs

Your company needs more functionality in CRM? Would you like to enrich your forms with additional fields? In TradeAssistant it is possible.
We offer customization of application, according to the individual requirements of each customer.