Prospects
Optimize the management of your prospects
Manage your priority leads/leads by filtering them according to their progress status and easily identify the most suitable sources. Create personalized and automatic email campaigns. With Kafinea's CRM module, you can easily create prospecting lists. They can be assigned to a particular group or collaborator. Thanks to automatic filters, new leads are automatically directed to the teams or employees best able to interact effectively with them.
Client relationship
Be closer to your customers
Get a complete view of your customer data in one place: their contact details, their industry, their interests, the marketing campaigns from which they come, your various exchanges, the associated quotes and invoices and much more information offering you a better business qualification.
Customer Vision 360
Collaborate on your customers' success
Centralize all your customer information in a single database. Through a collaborative tool, benefit from an overview of your customer portfolio: the main contacts, opportunities to follow, quotes and invoices. Also use account history: the products they liked, the marketing campaigns they participated in or not, and their responses to your various surveys. Work on the right accounts by building relevant customer lists, then drill down into each customer to report useful information that matches them.