Tesuji CRM

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