Tesuji CRM is a simple, economical and efficient crm software to organize yourself or your team around the relationships you have with your contacts, prospects and customers.
Equipped with a very complete contact manager, it allows you to create a file per contact and track your business opportunities, your projects and the documents exchanged with them (quote, invoice, email, letter, fax,…).
Tesuji CRM is aimed at self-employed, SMEs and VSEs (small and medium-sized enterprises) wishing to have a complete and clear vision of their business activities with a simple, powerful and very easy to implement software.
- Customer Relationship Management (rcmp / crm)
- Contact management
- Business opportunity portfolio (business)
- Tracking of tasks and time spent
- Synchronization of appointments with the Outlook calendar
- Sending and importing emails
- on imap4, pop3, smtp (Internet messaging) protocols
- via Outlook
- Export of tables and statistics to Excel
- Merging model documents into Word (docx) or Excel (xlsx) formats
- Shared agenda and calendar
- Management of your product catalogue (classified into families)
- Commercial management: quotation, orders, deliveries, stocks, invoices, payments
- Management of customer rates and rate categories
- GPP Project Portfolio Management (Gantt chart)
- Sales forecasting, activity reports, monitoring indicators
- Exporting data for direct mail
- Import/export contact files in Excel format
- Nomad’ function for mobile sales representatives
- Processes (sequence of actions)
- CRM software in French, English, German, Spanish, Portuguese, Italian and Dutch
- Export of invoices issued to standard accounting software
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