Cloud CRM system directly integrated in the ERP system

The basis for satisfied customers and perfect customer management, directly integrated into your ERP system.

The integrated CRM system helps you to structure and centrally manage information about all your contacts. This gives you a good overview of your customers and suppliers and allows you to build stable relationships with them. This is essential for new customer acquisition and long-term customer retention.

With the help of CRM software, you can improve your relationship management, as all interactions between your contacts and your company can be recorded. View the status of customer orders, previous orders and any problems that have arisen with the customer at a glance. This means that your sales staff are perfectly prepared for conversations.

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CRM software from the cloud for customer management

The reybex cloud ERP software is equipped with a complete CRM system. This is your basis for good customer care and customer management. You edit your customer data and addresses online, check your leads and track your sales opportunities. You can filter your target group very finely using the various selection options. You plan all further steps on this basis.

The choice of the right communication channel with the customer is crucial for successful communication, as this is how you control the feel-good factor of your customer. In reybex you can choose between several communication channels. Whether by e-mail, telephone, fax or letter, you will always find the right channel for your customer contact.

With report management or reporting, you can evaluate your company data in reybex to keep an eye on your business development at all times. The presentation is clear and easy to understand. On this reliable basis of concrete facts and figures, you can make your decisions for the next steps.

CRM Dashboard

- Simple and individual setup of the dashboard
- Interactive, operational sales objects in the dashboard
- Dynamic link function

Reporting

Action evaluations
Sales evaluations
Individual reports

Exchange Server Connector

Connecting e-mail traffic with Outlook
Transferring the e-mail into the system via drag & drop
Synchronizing the appointment calendar

More about the CRM dashboard

More about reporting

More about the Exchange Server Connector

Opportunity management

Create an opportunity directly from an activity
Create a quote directly from an opportunity
Overview of offers per opportunity

Communication

E-mail and telephone integration
Note board
Chat-Room
Automatic change notification
Interview and visit logs

Offer management

Fast item creation even without an article master record
Various addresses (document, delivery, billing address)
Price lists, discounts
Streckengeschäft, Chargen, Varianten
Direct mail dispatch
Free layout design of the document and freely configurable text modules

More about opportunities & opportunity management

More about communication

More about offer management

Address management

Address import with duplicate check
Fast recording with automatic activity system
Separate address and person master record
1:n Relationships persons to addresses
Fast provision of information on interactions

Lead Management

Detailed interaction history
Display of individual activity types and categories
Opportunity management
Calendar integration with a view of all relevant transaction data

More about Adress Management

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Automate your day-to-day work and increase your efficiency
Save time and costs
Increase your reach by selling on multiple channels
14 days free of charge and without obligation
No automatic extension of the test phase
Test reybex with your real data or use our test data
If you wish, you can transfer your data directly from the test environment to your own reybex after the end of the test phase

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CRM Dashboard

A CRM dashboard is integrated in reybex. This is your cockpit from which you have an overview of all important events. You decide which widgets are displayed on your dashboard and set it up according to your preferences. For example, you can display all tasks, appointments, resubmissions and actions. You can edit all data records immediately from the widgets using the direct link function. You can adjust the size and position of the displayed widgets according to your preferences and priorities.

Control of offers

reybex has a quotation management system. You determine exactly when a customer receives a specific offer. For example, if a customer is interested in an item and you recognize a sales opportunity in it, you set a marker in the customer data. You can create a quotation directly from the opportunities and attach it to an e-mail directly from the dialog. Store individual text modules for your offers. This enables you to respond quickly to inquiries and create personalized offers in record time.

Adress Management

Address and person management in reybex is very easy to use. You have a quick entry dialog with a few mandatory fields at your disposal, which you can use to create customer master data very easily and quickly. Personal data and address data are created separately. This allows you to assign individual persons to several companies. You can also create financial master data and merchandise management information or other addresses in addition to the master address, such as branch offices, different delivery and billing addresses, etc.

Do you have any questions?

We will be happy to advise you – by phone, e-mail or in a non-binding consultation.

sales@reybex.com

+49 201 360396-28

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Cloud CRM system directly integrated in the ERP system

CRM software from the cloud for customer management

Test reybex now for free!

CRM Dashboard

Control of offers

Adress Management

Do you have any questions?

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