What is CRM System

Customer relationship management (CRM) software can carry a lot of the workload for business processes, especially the sales process. A CRM solution along with its native integrations into key marketing technologies like marketing automation make for an amazing opportunities for small businesses and large enterprises to thrive.

Today’s CRM software is highly scalable and customizable, allowing businesses to gain actionable customer insights with a back-end analytical engine, view business opportunities with predictive analytics, streamline operations and personalize customer service based on the customer’s known history and prior interactions with your business.

Now more than ever, businesses need to expertly manage prospects, opportunities and existing customers with great care. Using a CRM platform is an essential part of that strategy.

Chess CRM System

CHESS TRENDING offer a full range of CRM solutions starting from Consulting and Software development to Back-office support. Spanning over forty man years of development experience and by using our agile development techniques.

Having deployed dozens of different CRMs for various business sizes, We know firsthand that there are tons of features and functionalities you must consider before buying and implementing a customer relationship management system. But, it really boils down to 2 key points. To select the right CRM and know what specific CRM functionality your team and organization needs.

To cover the first issue below is our CRM features list for your perusal.  Keep in mind that not all platforms are going to have this full list of CRM features so you need to define what you need and do your research.

Chess CRM System feature

Companies Management

History Actions

Sending and Receiving E-mails

Templates and Mailing

Archiving and Photo Gallery

Contacts Management

Shared Calendar

Sending SMS Letters SMS

Base Documentation


Our Ready to go CRM Modules

The module include

Products management
Quotes management
Orders management
Invoices management
Payment management

The module include

Suppliers management
Purchase Quote, request for proposal
The management of negotiations
Contracts suppliers

The module include

Incidents and requests - tickets management
Knowledge database
Customer portal – self-service client area
Service contract management

The module include

Data Import / Export
User customization
Access rights management for users
Team management

The module include

Activity and alert management
Ready-to-use requests and alerts
Process automation
Third-party application management
Computer Telephony Integration (CTI)

The module include

Statistic dashboard
Statistics and PDF reporting
Dynamic statistic dashboard
Decision making

The module include

Employee management
Leave and absence management
Mileage costs management
Travel expenses management

The module include

Add-ons for Outlook
Pairing of your CRM with Google Apps
Mobile application for Android
Mobile application for IOS

Request a Demo Online of our Chess CRM System and we will contact you shortly

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