PRO CRM

PRO CRM system is based on vtiger, the CRM software enterprise with a mission to build and deliver the most open, easiest to use, most customizable, and most accessible CRM solutions for small and medium enterprises.

Over 2.8 million copies of vtiger CRM have been downloaded to date. More than 100,000 businesses use vtiger CRM to manage sales, marketing, support, inventory, and more!

PRO CRM Marketing Management module benefits:

  • Record your campaigns details and their different marketing channels.
  • Set the campaigns target using the recorded leads details.
  • Track the campaign results as follows:
    • Count of new generated leads.
    • Count of issued offers and completed deals.
  • Compare the campaign expectations versus the actual results.
  • Integrate with Facebook lead generation form, to receive an email into CRM with the lead details for faster response, rather than downloading the resulting leads as excel sheet periodically.

PRO CRM Lead Management module benefits:

  • Pre-sales team record the leads and identify their status ( interested – not interested – unmatched request ).
  • The interested leads are routed automatically to the sales team in a fair way, while the leads that you can’t match their requests will be contacted later by the pre-sales team when they can match their requests at new projects.
  • The sales agent will follow-up his leads and record the follow-up activity result and the next follow-up date, and the CRM will track the missed followups.
  • Finally, the sales agent will issue an offer to the lead, or convert it to non-interested and indicate the reason.

PRO CRM Sales Management module benefits:

  • The sales team creates the offers, that will be later turned into contracts by the contracting department.
  • The sales offer form will display the available payment plans, and the sales agent will apply the most suitable one for the customer. In addition to, PRO CRM can create automatically custom payment plan according to customer needs and the project financial rules.
  • Payments are attached automatically to the offers & contracts, and the collection will be updated by the accounting department.
  • The item status is updated automatically based on the collection status.
  • The financial rules are applied automatically for the cases of; early payment, contract cancellation, and payment delay.

PRO CRM Customer Service module benefits:

  • The customer support team records the trouble tickets and classify them by the intended department, and the CRM will route them automatically to the intended departments.
  • The CRM will notify the customer support team when the intended department records the ticket reply, then they contact the customer back and close the ticket if he’s satisfied.
  • If the client isn’t satisfied by the department reply, the customer support agent will flag the ticket to be routed automatically back to the intended department.
  • The CRM supports ticket escalation from the intended department to higher management levels based on your service level agreement.
  • The department managers can record frequently asked questions (FAQs), to enable the customer service team to close the tickets faster without need to route the tickets to the intended departments.

PRO CRM Call Center module benefits:

  • Support Asterisk Call Manager and we can integrate with other call center engines.
  • Provide notification for the call center agent with the caller information at call ring.
  • Make calls by clicking on the phone numbers within CRM rather than typing them.
  • Automatic assign of abandoned calls for agents for calling them back. Abandoned calls are the customers who hang up before the call center agents answer their calls.
  • Automatic assign of un-answered after-working-hours diverted calls for agents for calling them back.
  • For the abandoned calls and un-answered after-working-hours diverted calls, if the caller number is new, then it’s automatically recorded as a new lead, and the agent will record its information after calling him back.

PRO CRM Survey module benefits:

  • Define your survey templates as follows:
  1. The question.
  2. Answers drop list if applicable.
  3. Option for the customer to add a comment or not.
  • Record the survey response linked with the customer and the sales order being evaluated.

PRO CRM SMS module Benefits:

  • Automatically send SMS in predefined events. Also, CRM users can send SMS manually.
  • Support bulk SMS.
  • Track SMS receiving status.
  • Attach SMS to the customer profile.

PRO CRM Projects Management Module Benefits:

  • Record your projects details, implementation timeline, and implementation monitor activities.
  • Define custom financial rules for each project.

PRO CRM Purchasing Management Module Benefits:

  • Record your suppliers’ details and their price lists.
  • After receiving the customer request-for-quotation (RFQ), CRM creates automatically RFQ-to-Supplier for out-of-stock items.
  • RFQ-to-Supplier is reviewed by purchasing manager before automatically emailed to the supplier.
  • After receiving the supplier quotation, CRM applies prices automatically to the customer RFQ based on your pricing rules in order to issue an offer to the customer.
  • After receiving the customer PO, the purchasing manager issues a PO to the supplier.

PRO CRM Inventory Management module benefits:

  • Record your products details including the profit margin classes to apply the proper profit margin for each customer based on its class.
  • Integrate the products information into your sales, marketing, and support processes.
  • Support multiple warehouses.
  • Define stocking rules per item per territory that define minimum stock level, minimum PO level, and customs.
  • Create automatic inventory notes as follows:
    • Receiving note at item arrival.
    • Reserve note when receive the customer PO.
    • Exit note at item exit.
  • Support the sales orders that have more than one delivery, where each delivery has its automatically generated delivery ticket & invoice PDFs. In addition to, after each delivery the customer balance per each item is updated automatically.

Our CRM reference list:

  1. ABRAJ MISR for Urban Development.
  2. Adam & Hawwa Hospital at Sudan.
  3. Al Watania for Project Management.
  4. Amaer Real Estate.
  5. Be In Tours & Travel.
  6. Bedaya Hospital.
  7. Breast Care & Cure.
  8. Chloride Egypt.
  9. Dar AlTeb Hospital (Egypt and Libya branches).
  10. Dar for Development and Project Management.
  11. Egyptian Tax Authority.
  12. El-Asrya for Real Estate.
  13. El Batal Group for Housing & Development.
  14. Hi Tech Dental Lab.
  15. Honest Real Estate Development.
  16. Hyper One.
  17. Kasr Al Mandy Food Restaurant Series.
  18. Meamar for Development and Project Management.
  19. Misr Italia Group.
  20. Prof. Ehab Eye Care Center.
  21. Quick Travel & Tours.
  22. Themar for Real Estate Development.
  23. Tres Jolie Voyage.