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Customer Relationship Management

Do you want easy to use CRM system? Get overview on all activities with your customers and share other information about related opportunities with customers? Support your sales representatives with simple CRM solution

Manage all activities with your customers with integrated tasks and meeting minutes. 

You do not need to install anything, just click on the green button and try the contract management solution for free.

 

 

Keep your customer relatioships coordinated, wherever you are 

  • CRM mainly for B2B sales
  • keeping meeting minutes with customers or clients 
  • create tasks on activities with your clients and assign to any of your collegues
  • create alerts to important dates and deadlines with customers
  • track all activities with customers
  • attach contracts with customers customers
  • add an unlimited number of attachments in any file format
  • an overview of all contractors 
  • provide your sales represetatives with a personalized tool 
  • get overview of all customer contracts
  • set reminders and watchdogs on activities with customers
  • overview of contracts with a particular business partner
  • overview of contracts with a specific employee
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Start working immediately, it's easy

  • The CRM system is ready to use immediately
  • You have it set up in a few minutes, no days, weeks or months
  • You do not need to install anything. All you need is your computer and internet browser
  • All you have to do is enter your email and company name
  • We will send the login details to your e-mail
  • You have 30 days completely free and without obligation to try

 

Get simple and easy to use CRM solution

This is simple CRM solution helps you to manage your activities with customers. Keep related meeting minutes, tasks or follow up activities. Helps not to be overwhelmed with information spread acrros many siloed apps and unnecessary communication. 

  • Overview of customer activities, full history
  • Overview of basic customer data
  • Overview of contracts with a particular custome
  • Overview of sales opportunities

 

Stay on top of your customer activities 

With our simple and easy to use CRM system you get tool for tracking your activities with customers. Auomatic reminders of important results or is a breeze. Manage all customer facing information in one centralized place. 

 

Comments, tasks & notes on every contract

Our solution gives you the additional functionality to enhance your productivity. For every single contract you have comments allows you to communicate with your colleagues or clients when the share comments. You also can create a tasks directly assigned to the contract and delegate tasks to your team members to act upon. 

 

Meeting minutes on meeting with your customers

Do you have important meetings with your cutomer or clients to keep minutes? With our solution you keep all customer-related information in one environment. Meeting minutes are automatically connected with the concerning customer. 

 

Who is this for?

OneSoft CRM solution offers simple, configurable, affordable, and transformative back office solution for small and medium-sized businesses and large enterprises.

 

Streamline your CRM processes 

Get one easy to use solution enabling collaboration across your sales staff. It helps connect your day-to-day customer facing processes and improve sales collaboration. 

 

Replace your spreadsheet records with simple CRM solution 

Do you also have a lot of spreadsheets in which you maintain various information vital to your customers, product or services provided or customer contracts? Are you struggling to keep it together and updated? In this cutomer relationship management solution you will have everything together and in the context of a specific customer. No more spreadsheets, excel sheets or PDF documents floating around.

 

What can you do with this contract management solution? 

It also helps you with other topics, agendas and processe to keep everything on the same platform, and grow your business. There is a lot of communication and collaboration on between people in the company around customers. As an example, there are a number of different records registries and databases that we can solve in one environment along contracts:

  • Employee directory and personnel records
  • Customer invoices and approval process
  • Policy management
  • Office assets and equipment
  • IT equipments

 

How much does it cost?

Up to three users you can have it even for free. If you choose one of our paid plans (Team, COmpany or Enteprise), the price is affordable comparing to many CRM solutions. The pricing is based on number of user - and you pay as-you-go monthly subscription - you don't need to invest lot of money. 

With our sibsription you'll still have the latest version. Your customer management solution will never become obsolete.

What do you need to run our solution?

All you have to do is launch your Internet browser. We use safe mode, the "green address bar", which ensures that communication between your computer and the server is secured and encrypted.

We take care of all your data - will be securely kept and backed up and you will be able to manage who can access or edit the data within your organization. The app will also allow you to generate reports and overviews. See more features.

Our solution can be combined and expanded with other solutions by OneSoft Connect.

 

 

 

 

How does it all work? What do you need to use the system? 

  • It is a web application that you run in a browser just like these pages.
  • You don't have to install anything, you just need an internet browser
  • Your data are stored in secured data centers
  • Therefore, your data will not be lost, even if you lose your computer
  • Access to the application and data is controlled by users and roles
  • The application creates a full audit trail. Every change of information is recorded and saved
  • You can freely modify the application according to your needs
  • You do not pay any large investment costs in the beginning
  • You pay a small monthly amount based on the number of users who use the system
  • You always have the application in the latest version

 

Not sure and want to help? We are happy to help you. 

Customizing our customer relationship management software is very easy. If you don't have the time or just want to help with it, our consultants will be happy to help you.

  • we help you fully customize the CRM system according to your needs and habits
  • we import your data from spreadsheet into the application
  • we can connect and integrate the application to other systems in your company
  • we show you how to manage application. We provide complete training for your team.

 

 

Are you looking for something extra above cutomer relationship management?

You get everything for the same price, so you don't pay extra for a solution.

  • Records of work accidents
  • Keys and entrance cards management
  • Policy management
  • Employee rights
  • Risk management
  • Policy compliance
  • You can easily customize our system and create your own records as you wish


Pricing

Choose number of users:


Free
Best for small teams with limited features and datastorage

0 $ / per
up to 3 users
2 datasheets
100MB storage
0 $ / month


no credit card required
Team
Great for small companies, with full set of features

- $ / per
up to 49 users
10 datasheets
2GB storage
- $/month/

30 days free trial
no credit card required
Company
Designed for medium-sized companies, including integration features
- $ / per
up to 1000 users
30 datasheets
10GB storage
- $/month/

30 days free trial
no credit card required
Enterprise
For large companies
and organizations


up to 10000 users
100 datasheets
100GB storage