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Commercial and customer service

Commercial and customer service

Manage your business with a vision focused on the satisfaction of your customers and the efficient management of your prospects. Coordinate the sales department properly and take advantage of the flows so that professionals can participate proactively in other areas of the company.

Cloud Computing Multitenant

Customer-oriented management

Have resources adapted to the needs of your customers. Each business is different, therefore, at Yunbit we offer ample possibilities for our clients to improve their care and according to each company's own strategy.

We offer a complete CRM to which we add more functionality and power such as the customer portal. Tell us what you need and we will help you get the most out of technology.

Commercial management

Commercial management

Configure the statuses of your commercial actions according to the rest of the processes in this area to homogenize tasks and workflows and have a real vision of what is happening.

GDPR

GDPR

Manage up to three types of consents; keep track of when it happened, from where and for what. Manage your communications attending to the consents through the corresponding filters. Check possible dates of deactivation for the elimination of the same definitively, etc.

Opportunities

Opportunities

This application will allow you to see and analyze all the demands for products or services that occur in the organization. This information will help you organize and prioritize the strategic objectives in your organization.

Campaings

Campaings

Trace and measure the recruitment and loyalty actions that you implement in the organization. Define income and expenses, follow up on proposals and keep control of documents, sales team and associated tasks.

Tasks

Tasks

View team tasks from any profile you need; integrated with projects, campaigns or any other application that requires it for its business processes. Acquire a report on their status and coordinate resources based on objective data.

Calendars, events and agendas

Calendars, events and agendas

This application allows you to generate private, public, project or team agendas. The event file is widely functional: notice methods, advance notice, room assignment, copy or not to the hour report, associate documents, recurrence and end time and invite attendees.

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Add everything you need

Configure your project management software with any of the Yunbit Business Cloud applications
Appointments

Appointment management through agenda and internal calendars. Generation of automatic notifications by email to conveners and summoned. Management of agendas by area, work teams, project or campaign. Coordinate effectively.

Rates

You can associate the rates to the customer or supplier to calculate the purchase or sale prices, assigning surcharge on the base price, rules according to quantity and / or period of time and exceptions. What will allow an agile, fast and effective management.

POS

Integrate all business processes, streamline the registration of consents and control several warehouses using fully integrated tools and resources.

Cost and profitability control

Control expenses and charges related to the project, scandal, etc. to have greater control, make decisions and make profitable on time.

Tasks

Create tasks for the internal and external team so that nothing is forgotten and you get flawless project management.

Calendars

Own, shared, project and Gants calendars; everything necessary to favor coordination of resources.

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Request a demo of the platform without any commitment.

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