Active CRM

Active CRM ensures effective management of the sales team, business opportunities and their priorities. It handles the day-to-day agenda, working from the field, providing offers working directly from Outlook and sharing information across the business territory.

Active CRM is a customer relationship management tool, including managing and maintaining a contact database and contact communication history. It covers the entire sales process, from identifying potential business interest to successfully closing an opportunity. Customizable and clear dashboards provide instant visibility into business opportunities and the sales team utilization.

All business information is in one place thanks to Active CRM. Integration with the ARES database speeds up data entry and rules for searching for any duplicate data prevent clutter in your database. The graphical representation of the hierarchy of business relationships and contacts provides a comprehensive overview of customers and their contacts.

Emails, appointments and other activities are available in both the Active CRM calendar and Outlook calendar.

Tracking the workload of the sales team as well as the activities performed for a given business relationship is easier than ever. Activity history is available directly for a business relationship, contact, lead or sales opportunity, providing an instant overview and historical record of all communication. Appointments, emails and tasks are available in the ACtive CRM and Outlook calendar.

The filing system is designed to comply with GDPR legislation and allows users to record individual permissions to process specific personal data. Active CRM intuitively alerts you to the recording of information without permission and easily enables you to add the appropriate legal reason. Fast export of recorded information or dynamic anonymization are an integral part of the solution.

Active CRM gives you visibility into leads and the progress of individual sales opportunities. With optimized forms and standardized processes and procedures, you'll know how your sales team performs and what is your sales "pipeline" for the coming period.

For each business relationship, a graphical representation of the opportunity and associated activities is also available. Quickly see the estimated revenue from opportunities, update the stage of the sales process or estimate the likelihood of winning new business with a single click.

Goal setting and reporting
Active CRM allows you to set revenue targets for a selected period for a specific salesperson, providing real-time information not only on the achievement of targets, but also on the performance of the entire sales team.
The system displays graphs and all data in clear, interactive dashboards that are the basis for managing all sales activities.

GDPR support
The filing system is designed in accordance with GDPR legislation and enables the user to record individual permissions to process specific personal data.
Active CRM intuitively highlights the recording of information without permissions and easily enables you to add the appropriate legal reason. Fast export of recorded information or dynamic anonymization are an integral part of the solution.

In CRM, it is possible to record simple structures of price lists and products, thanks to the Advanced module, a superstructure for the Active CRM. The system allows agile adjustment of offer items and sorting of items according to the VAT rate and thus quick recalculation of the offer value. The offer document is then automatically generated and recorded for the occasion.

Active CRM is built on the Microsoft PowerPlatform platform, which makes it easy to extend the solution and automate workflows, or add other Microsoft 365 and Microsoft Dynamics 365 tools. Thanks to the modularity of the individual applications and their focus, almost all customer and customer relationship management needs can be fully covered.