The BRIX CRM system solution is built on the platform’s foundation and extends its capabilities. It includes workspaces, apps, pages, widgets, business processes, and scripts, all integrated to perform tasks related to sales.
Using BRIX CRM, the following processes can be automated:
- Lead generation: every call or website response is recorded in the system. Track the movement of leads through the funnel and analyze the marketing department's performance.
- Customer communication: all interactions are easily tracked, recorded in the customer's card, and used to assess the readiness to purchase. The solution includes the following tools:
- CRM activities for planning calls, meetings, webinars, and emails related to a lead, deal, or company.
- An integrated mail client for correspondence.
- Integration with telephony for customer identification by number and call recording.
- Sending mass email campaigns for marketing campaigns.
- Sales funnel management: set up different sales funnels and enter the deal card at any time to see its status and completed tasks.
- Deal success analysis: use reports on deal dynamics and conversion, revenue forecasts, track the current achievements of the sales department, and adjust revenue plans.
The integration of different workspaces (Email, CRM, Marketing) allows you to gather all information about a customer and interactions with them, from the first website response to the latest receipt of funds. Opening the deal card, you will see the following data:
- The person responsible for the deal and the current stage of the deal.
- Current tasks, responsible employees, and deadlines.
- Information about the client's company and contact persons.
- The history of mail correspondence with the client.
- History of negotiations, meetings, and webinars.
- The deal's budget, history and forecast of receipts, and any outstanding debts.
- Correspondence of employees regarding the deal and documents attached to the correspondence.
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