Tailored to your processes, free from the constraints of off-the-shelf products
Off-the-shelf CRM products only partially cover the sales and customer relationship processes of most organisations. Dekart Creative develops CRM solutions based on the organisation's existing workflow, integrated bidirectionally with ERP and accounting systems where required. For customers, we deliver portals through which they can track order, service or project status, share documents and raise requests.
Scope
- Customer, opportunity, quotation and contract management
- Role-based authorisation and approval workflows
- Email, calendar, ERP and e-invoicing integrations
- Customer portal: order and service tracking, document sharing, support requests
- Reporting and management dashboards