Tesuji CRM

  • Mise à jour le 11/06/19
  • Note :
     

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
Capture d'écran Tesuji CRM
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