Ebeo CRM

Zümre Soft Yazılım Hizmetleri

About this app

Ebeo CRM is a modern enterprise CRM application that allows you to manage customer relationships, sales processes, and teamwork from a single center.
Access up-to-date information about your customers, track sales opportunities, manage tasks and activities, view offers, and monitor team developments from your mobile device.
With Ebeo CRM, you can securely and quickly access your business's critical data whether you are in the office, in the field, or visiting customers.
KEY FEATURES
• Management Summary
View customer, active opportunity, task, offer, and received payment data from a single screen. Track current exchange rates and upcoming activities. • Customer Management
Create new customers, update customer information, and access customer history. Get a comprehensive Customer 360 view through the company directory, contact records, opportunities, offers, documents, and activities. • Social Feed
Track customer, task, offer, and activity movements in your company through a shared feed. Create posts, like posts, and communicate with your teammates through comments. • Sales Opportunities
View sales opportunities related to customers and track sales stages. Easily access estimated amount, closing date, responsible user, and process information.
• Offer Management
View prepared offers on your mobile device. Review offer items, prices, tax information, payment plans, and totals through an organized offer view.
• Task and Activity Management
Create, edit, and track tasks and activities. Keep your daily work plan under control by setting start, end, and reminder times.
• Customer Map
Discover potential companies on the map based on your location and search criteria. View selected companies and plan your customer visits more efficiently. Location permission is required for this feature.
• Reporting
Review reports on customers, offers, opportunities, tasks, and sales processes through mobile-friendly graphs. Quickly evaluate your business's current performance.
• Product and Service Management
View, create, and update product and service records. Manage category, currency, and tax rate information. • Document Management
View, upload, and edit your company's documents through a secure cloud storage infrastructure. Keep your digital archive organized with document folders and tags.
• Company Messages
Conduct private conversations with company users and follow corporate announcements.
• User Management
View company users according to your package's user limit and add new users if you have the necessary permissions.
• Notifications
Track notifications regarding tasks, activities, reminders, and system actions from a single screen.
SECURE AND COMPANY-BASED STRUCTURE
Ebeo CRM operates according to a multi-tenant SaaS architecture. Each company can only access its own customer, offer, task, document, user, and other business data. Session and authorization processes are managed according to the roles and permissions defined in your user account.
To use the Ebeo CRM mobile application, you must have an active Ebeo CRM account. New company registration and subscription processes are carried out through the Ebeo CRM website and web panel.
Ebeo CRM was developed by Zümre Soft Software Services.