CRM Software for Sales and Customer Management
CRM LINE is the sales and customer relationship management solution developed by SOFT LINE.
Directly connected to FACT LINE, it allows you to centralize all customer information, quotes, calls, and sales opportunities from a single web platform and mobile app.
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Comprehensive Customer Management
All customer data is kept synchronized between CRM LINE and FACT LINE, allowing you to edit it in either program bidirectionally.
It features complete records with contact history, quotes, orders, and customized alerts. -
Sales Leads and Opportunity Tracking
Manage the complete sales opportunity cycle: from the first contact to closing the sale. It allows you to assign responsibilities, track process stages (visit, quote, shipment, sale), add tags, and record success rates.
Each lead can include tasks, reminders, notes, and linked documents. -
Call and Sales Action Management
Create and categorize incoming and outgoing calls, assigning statuses and results.
It also allows you to create special calls or sales actions to generate new leads directly from a phone interaction. -
Sales Reports and Calendar
Record work reports or sales visits and link them to a specific client or matter.
It features a control panel with dynamic filters and a calendar that displays visits, calls, reminders, and tasks in real time. -
Smart Alerts and Reminders
Create automatic alerts about clients or tasks, configurable for one or more users. These notifications allow you to anticipate follow-ups, renewals, or important calls, improving coordination within the sales team.
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User and Permissions Management
Define roles and privileges for each user, assigning specific departments or sales areas. The system allows for segmented access to ensure team security and efficiency.
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Integration with FACT LINE
CRM LINE connects via API with FACT LINE, synchronizing clients, quotes, orders, delivery notes, and invoices. A complete integration that unifies sales and administrative management without duplicating information.
