What Entryc CRM can do
Entryc CRM boosts productivity with advanced features for every business activity.
🧩 Customer & Contact Management
- Record and organize all customers and contacts in a central database.
- View communication history, actions, and transactions per customer.
- Add notes, files, and reminders for future follow-ups.
- Dynamic search and filtering of customers based on tags, categories, or custom fields.
🟢Benefits
- 360° customer view.
- Improved customer service
- Minimize errors and repetitive tasks.
📂 Task & Activity Management
- Assign tasks to team members with deadlines.
- Track progress and pending tasks in real time.
- Reminders via email or in-app notifications.
- Attach files, comments, and internal communication.
🟢Benefits
- Better team organization.
- Avoid missed deadlines.
- Centralized view for all projects.
📊 Reports & Analytics
- Create dynamic reports with filters and groupings
- Statistics for customers, projects, and activities.
- Data export.
- Custom dashboards for quick overview.
🟢Benefits
- Better decision-making.
- Track KPIs.
- Easy presentation of data in meetings.
⚙️ Automation & Workflows
- Set triggers and actions (e.g., send email when a new contact is created).
- Automatically update fields or create tasks.
- Custom workflows for different departments (sales, support, projects).
🟢Benefits
- Time-saving.
- Standardized processes.
- Fewer errors from manual actions.
🔒 Security & Access
- Data encryption and GDPR compliance.
- User permissions per role.
- Regular backups and monitoring.
🟢Benefits
- Reliability in data management.
- Access control within the team.
- Peace of mind for protecting critical information.
