CRM . Customer Relationship Management

Afaky CRM program allows you to follow up on marketing and sales operations, schedule visits, targeting, communications, support and customer complaints in an easy and central way. It also enables your employees to submit daily reports about the tasks that have been completed and save them for reference at any moment; Which increases their productivity and helps you evaluate their work. Afaky CRM program that brings your organization to the highest level of efficiency and professionalism.

  • Afaky CRM Program Features
  • Organizing the dates of visits and follow-ups (call - mail - interview) with your current and potential clients and create your own appropriate follow-up visits schedule.

  • The possibility of distributing clients to employees according to specialization and linking each client to an employee or representative.

  • The possibility of specifying a user for each delegate or employee and specifying his powers.

  • The possibility of determining the type of the current follow-up and the type and date of the next follow-up so that each employee can know the next follow-up to him.

  • The possibility of closing the follow-up process for clients whose follow-up has ended and they have been fully served.

  • Possibility to add notes for each follow-up process.

  • The ability to attach files related to the follow-ups that have taken place.

  • The ability to save all customer data and all follow-ups with customers, thus helping all employees and various company departments (marketing department, sales department, technical support department, customer service department and other departments) in implementing and following up on all their tasks towards clients and their managers. In the end, the company's management gives detailed reports on all that took place between their company's employees and their customers.

  • The ability for all employees to write daily reports about the tasks assigned to them

Description of the program

1- From the CRM menu, choose
Connect the delegate to the user, and it appears
You this screen, click Add.

برنامج محاسبة

برنامج محاسبة

2- Then this appears for you, select the employee (1)
Then select the user (2)
Then select the option “See all customers” (3)
If you want this employee to see all customers
If you do not select this option, this will be seen
The employee has only his own clients, then press Save.

برنامج محاسبة

1- From the CRM menu, select Data
The main ones, including the customers chose – visits
This screen will appear, click Add.

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برنامج محاسبة

2- Then this screen appears for you, type
Name the customer (1) then select the agent for this customer (2)
(Then fill in the other data if you want, as shown in it)
Then press save.

برنامج محاسبة

1- From the CRM menu, select Basic Data
Including the types of visits, this screen will appear to you
Click add.

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برنامج محاسبة

2- Then this screen appears for you, type the type of visit (1)
Then press save.

برنامج محاسبة

1- From the CRM menu, select Basic Data
Including the follow-up procedures, this screen will appear for you
Click add.

برنامج محاسبة

برنامج محاسبة

2- Then this screen appears for you, type the name of the follow-up action (1)
Then press save.

برنامج محاسبة

 

1- From the CRM menu, select Basic Data
Including the follow-up procedures, this screen will appear for you, click Add.

برنامج محاسبة

برنامج محاسبة

2- Then this screen appears for you, type the name of the follow-up procedure (1)
Then select the “No action to continue” option (2) and then click Save.

برنامج محاسبة

1- From the CRM menu, select Basic Data
Including customer cases, this screen will appear, click Add.

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برنامج محاسبة

2- Then this screen appears for you, type the name of the customer case (1)
Then press save.

برنامج محاسبة

* Make a daily report:
1- From the CRM menu, choose
“Visits – Daily Report”, this screen will appear
Click add.

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برنامج محاسبة

2- Then this screen will appear for you, type the required data
As shown, then click Save.

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تقرير زيارات المندوب
تقرير متابعة العملاء
تقرير ملخص حالات العملاء
تقرير زيارات المندوب المقبلة
تقرير زيارات المندوب المقبلة – تفاصيل العملاء
ويمكنك الوصول هذه التقارير من قائمة لادارة علاقات العملاء ثم تختار منها تقارير ومنها تختار التقرير الذي تريده .

Of course you can download Free CRM software Through the download page to help you manage customer relationships, it is considered the most popular customer relationship management program in Egypt and Saudi Arabia