GIVE YOUR CUSTOMERS
THE ATTENTION THEY DESERVE
Seize the opportunity. Capture the Lead. Record your Pipeline. Generate Sales.
Vortex CRM is the ideal software to Manage and Improve the relationship with your Customers and Partners, existing or prospects. Following the customer-service concept, VORTEX CRM is the starting point for your daily Sales Opportunities,
Follow-Ups and Sales Endeavors.
Integrated with all the other VORTEX Suite applications, VORTEX CRM is a new kind of a Customer Relationship Management software that provides sales clarity and assists in the Sales and Commercial Strategy of your company.
SALES
INCREASE
ERRORS
MINIMIZATION
PRODUCTIVITY
INCREASE
AYTOMATED
STATISTICS
COMPLETE OVERVIEW
FOR EVERY CUSTOMER
BUSINESS
COHESION
CUSTOMER MANAGEMENT
Monitoring and recording of customer communications in a separate tab
SALES CONSULTANTS
Assignment of sales consultants to customers with a filtering option
QUOTES MANAGEMENT
Comprehensive quote follow-up procedure for goods and services with a reminder option
ACTION MANAGEMENT
Logging of actions such as incoming & outgoing phone calls, pending issues, etc. with a reminder and follow-up option
MEETINGS MANAGEMENT
Meeting entry and follow-up per user with display of calendar and participants
CALLS FORWARDING
Call forwarding to another user with comments, remarks and fields such as caller company, name, date, time, etc.
MAIL MANAGEMENT
Management of incoming and outgoing emails. Each email is saved in the respective Contact tab and is directly accessible.
CONTRACT MANAGEMENT
Comprehensive view of customer contracts including the duration, value and type of contract. Contract renewals management
PROJECT MANAGEMENT
Comprehensive monitoring of customer projects and tasks with immediate information of the Commercial Department.
Customer Reviews
VORTEX is a powerful tool that facilitates with the most effective way our company's day-to-day operations and enables the provision of high-quality services to our customers.
Monitoring the daily and periodic tasks of our frontline staff is immediate and efficient.
Vortex serves as the operations centre for the day-to-day running of our Back Office. It has enabled us to increase the performance of our Technical Department and to gain time on communications which are now carried out automatically
We are very satisfied with our collaboration with DataConsulting. These professionals are right behind us at every step of the way.
VORTEX has allowed us to significantly enhance our image with customers by enabling the automatic and electronic delivery of the Technician Visit Form which includes all the actions taken, the pictures of the machines, the services delivered as well as a signature indicating that the job has been completed successfully.
Thanks to VORTEX we have gained new customers and enhanced our image with existing ones. It gives us a clear picture of our communication with each and every client, it allows us to keep track of every project and quote, as well as to identify new opportunities both for us and for our customers
We have been working with DataConsulting for several years now and we are completely satisfied. I highly recommend it for any business that wishes to achieve organisational coherence and ensure the computerisation of processes.
We installed VORTEX in September 2018 and since then we have strengthened our image in the eyes of our customers while increasing the performance of our Back Office exponentially.
By using VORTEX Commercial Management, the accounting department has made considerable gains in operation and productivity since a series of processes, from ordering to invoicing and warehousing, are now done automatically and flawlessly
VORTEX has allowed us to significantly enhance our image with customers by enabling the automatic and electronic delivery of the Technician Visit Form which includes all the actions taken, the pictures of the machines, the services delivered as well as a signature indicating that the job has been completed successfully.
