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Customer Relationship  Management

Are you constantly hunting for the information about your customer contracts? Are you tired of being afraid of missing an important deadlines with your customers? 

Have all your customer contracts in one place, access them instantly from anywhere, get automatically notified of renewals and tasks, and uncover insights about the customer contracts. This solution enables you to keep track of all your customer contracts, customers, suppliers and other business partners records in one place.

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

product Customer relationship management

 

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Keep your customer relationships coordinated, wherever you are 

  • CRM mainly for B2B sales
  • Keep 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
  • Set reminders and watchdogs on activities with customers
  • Overview of contracts with a particular business partner
  • Responsible people for customer contracts
  • Setting reminders resulting from your contractual obligations
  • Quickly find any customer contract

Start working immediately, it's easy

  • 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

 

product Customer relationship management

Get simple and easy to use customer contacts solution

This is simple customer contacts management is simple CRM solution that help you not to manage your customer relations at the same time with managing all your customer contact and contracts. You can keep meeting minutes with your customers, keep all activities with customer and so on. Helps not to be overwhelmed with information spread across CRM ad DMS systems and unnecessary communication. 

With better visibility and simplicity, our customer relationship software not only saves you money by building satisfied customers, but also saves you a lot of money and nerves by having all the information online at hand.

There are a huge variety of CRM or contact management software on the market - everyone chooses according to their needs, company size and sales character.

We focus on simplicity and on businesses that do not need to reach thousands or millions of customers through email or phone campaigns. Instead we focus primarily on businesses that deal with fewer customers and want to keep the communication and customer contacts in one solution at the same time. 

 

This is simple contract management solution help you not to manage your customer contacts, keep related meeting minutes task and set reminder on important events or information. Helps not to be overwhelmed with information spread acrros many siloed apps and unnecessary communication. You know, the worst thing is hearing over and over again. 

With better visibility and simplicity this CRM solution not only saves you money by building satisfied customers, but also saves you a lot of money and nerves by having all the information online at hand.

 

Replace your spreadsheet records with customer contact management solution 

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

 

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. With our automatic reminders of important dates, contract renewals, contract milestones all your activities is a breeze. Manage upcoming renewals in one centralized place. You get one tool to manage all expiration dates. 

 

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 with 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. 

 

Meeting minutes with customers or other business partners are a key point of the sales representative's work. In our software the customer database is directly part of the system and are directly tied to a specific customer or business case, opportunities and projects (as needed).

Relationship is all about your business activities with the customer

What does our customer an contact management solution help with? Keep track of your business contacts, keep track of your business opportunities, keep track of your business meetings, meeting minutes and other customer-faced activities. Also keep track of your contacts - the people you're dealing with, and even deal with after-sales activities with clients - handle requests, warranties, and more. If you are no longer happy with Excel or other drawer solutions and want a reliable, simple and secure solution, then you are at the right address.

 

Customer support oriented solution

Getting a new customer or new order is not end of the process. In fact it is just beginning. Our software allows you to keep all customer related information - does not matter the are sales or support oriented. You can even manage your projects. Normally if the key person who negotiated with the customer leaves your company lose most of the information because most of it is in the head or in e-mails. Not with our application - most of the business critical information you keep in the solution and so your business continuity increases a lot. 

 

 

Who is this CRM for?

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

 

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 else can you do with this CRM? 

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

 

 

 

product Customer relationship management

 

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

 

product Customer relationship management

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 customer contact management system according to your needs and habits
  • we import your customers 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 customer contracts?

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

  • Contract management and reminders
  • 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 individuals with limited features and datastorage
0 $ / per
up to 3 users
100MB storage
0 $ / month


no credit card required
Team
Great for small teams

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

30 days free trial
no credit card required
Company
Designed for companies

- $ / per
up to 1000 users
10GB storage
- $/ month / per

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

up to 10000 users
100GB storage