EN – Megasales CRM

Doing more,

by doing it better!

MegaSales Crm

Essential for managing your business operations

and for effective monitoring of your business.

Increase your company's profitability by more than 30%

Features

Lead and Project Management

With the MegaSales Crm solution you can monitor of all the leads, files and projects that the company has in its portfolio. Keep customers connected to the company by providing them with necessary support and customized solutions for their business, ensuring that their objectives are achieved.

Task and Activity Management

Effective management of tasks and activities related to the ongoing and upcoming leads that is necessary to provide the proper follow-up and response to the client at the right time, optimizing the team’s time on actions that truly matter.

Pipe-Line - Various analyses

With the MegaSales CRM solution, you can have a clear view of all the proposals, their value and status. You can select leads and business opportunities using several filters, conducting thorough analyses of both ready-to-close and billable opportunities and values, as well as those still in their initial phase requiring further follow-up.

Analysis dashboards

A common challenge in companies working with leads and value propositions is enabling the various sectors of the company to monitor the progress of results according to the goals set for the year, quarter,or month, as well as the outlined and achieved objectives. The MegaSales CRM solution enables this monitoring by offering a range of real-time dashboards.

Document management

Document and process management is essential to a company’s good performance and is also a reflection of its administrative, financial and commercial organisation.

The existence of large volumes of documents, both external and internal, leads to their loss, increases the difficulty of quickly accessing information and its physical location and makes it difficult to control information flows. With document management inherent in leads, dossiers and processes, everything becomes easier to manage and consult from anywhere and at any time.

WorkFlows

With the MagaSales CRM solution you can replace manual work processes and the passing of files between employees and teams with dynamic, integrated workflows, i.e. automated workflows.

The MagaSales CRM solution allows leads and projects to be passed from employee to employee, always with all the information attached, be it contacts, activities, tasks, documents or others.

This makes the workflow more efficient and means that the work of teams and employees isn’t interrupted so often to find out the status of the lead or project, since all this information is inherent to it.

Various notifications

With the MegaSales CRM solution, all activities carried out on the platform can be notified, either via pop-up or email. Find out when a lead is reported as won or even when a lead or process is passed on to you via Workflow. You can also find out when a task is created or passed on to you, so that you can follow it up internally and externally.

Integration with ERP and Artificial Intelligence

The MegaSales CRM solution allows you to use the integration API to connect to your ERP, synchronise customer, supplier and item data, current account values, sales and purchase prices, as well as the current stock of the item. With this possibility you can make commercial proposals that you can then integrate definitively into your management ERP and then make the corresponding invoice.

With the integration of AI into the solution (artificial intelligence), the collection and processing of data from large databases (Big-Data), the MegaSales CRM solution allows users and companies to find out important data about the business entities with which they want to relate, both in terms of business and invoicing, This consultation can be done by company name, by tax number, and thus show results taking into account the company’s CAE and similar companies, allowing a view of average turnover by sector of activity, annual EBITDA, taking into account the number of employees of companies in the same area of activity.

24/7 Online

MegaSales CRM is a complete solution for managing commercial leads, dossiers and projects, integrated document management, task and activity management, web-based, with access from any computer with an internet connection and without the need for local installation. It can be parameterised according to the needs of each company and its users, and has a training and customer support service, ensuring that you get the best out of the solution from the very first minute.

Management of projects, dossiers, commercial leads and their follow-up
Managing and attaching all kinds of documents
Analysis by status of leads and projects
Various analysis dashboards
Details of leads, activities and tasks carried out and/or to be carried out
Set individual objectives by year, quarter and month
Various email notifications
Contacts and follow-up dates
Lead closure and invoicing forecasts
Values per article, product family or service
Indication of invoiced leads for administrative control
Possibility of extracting data using various filters
Easy to use and very intuitive
Installation on a local server or in a datacentre
Access to the solution via web portal

Main features:

What's new - Version 7.3

Pipe Line Business

With the MegaSales CRM solution you can have a clear view of all the proposals, their value and their status, and you can select leads and business opportunities using various filters

Lead and Project Management

With the MegaSales Crm solution you can keep track of all the leads, dossiers and projects that the company has in its portfolio.
Keep customers connected to the company by following up with them

Analytics Dashboards

A common challenge for companies that work with leads and value propositions is to enable the various sectors of the company to control the evolution of results according to the targets set for the year

Business Proposals

Possibility of creating and managing quantity and value proposals based on the products and services you commercialise, which can then be integrated with ERP Management via API.

Contact Management

Dashboard contacts and manage them.

Table Management

Management of the Customer. Suppliers and Articles tables in order to integrate them with the Management ERP

Objective Management

Set individual objectives by year, quarter and month

Workflow

With the MagaSales CRM solution you can replace manual work processes and the passing of processes between employees and teams with dynamic, integrated workflows, i.e. automated workflows.

Document Management

Document and process management is essential to a company's good performance and is also a reflection of its administrative, financial and commercial organisation.