CRM system
The CRM module is aimed at supporting and maintaining relationships with customers, business partners, clients and other cooperating entities. It is a simple and clear solution that allows recording all important information concerning all business partners and supports mutual communication with them.
Manage customers, suppliers, and partners in one clear system. Record branches, contact persons, notes, and tasks for each company. Customizable fields let you track exactly the data your business needs.
Send targeted email campaigns directly from the CRM. A seven-step wizard guides you through recipient selection, template preparation, and sending. Saved templates speed up recurring mailings and save your sales team valuable time.
Populate your database in no time. Import companies from an Excel file or directly from the Czech national ARES registry — up to 100 companies at once. When entering records manually, the system auto-fills details from the business register by company ID.
Plan sales activities with clarity. Assign tasks with deadlines to any company, branch, or contact person. The calendar view displays all upcoming CRM activities in one place so you never miss an important follow-up.
Monitor your sales team's performance in real time. Clear statistics show each employee's activity over the past 30 days — number of contacts, recorded notes, and completed tasks. Managers get an instant overview of team workload.
What you can use the CRM module for
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Branch and office records
Record any number of branches for each company with their own addresses, contacts, and notes. Branches neatly organize customers with multiple locations and make it easy to target sales activities.
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Contact persons linked to companies
Assign contact persons directly to a company or a specific branch. Record each person's position, phone, email, and notes. You always know who to reach out to.
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Notes and records for companies
Log meeting progress, phone calls, and appointments directly on the company card. A complete communication history is available to the entire team and ensures continuity even when a customer is handed off to another representative.
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Customizable fields
Set up custom fields to match your company's needs. Track industry, segment, customer category, or any other attribute you need for effective customer relationship management.
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Email templates for recurring mailings
Create and save email templates for common business scenarios. Templates ensure consistent communication and significantly speed up sending offers, invitations, and informational messages.
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Export to Excel and REST API
Export your company and contact lists to XLSX format for further processing. The REST API enables integration with external systems, websites, and mobile applications.
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Auto-fill company data from ARES
Enter a company ID and the system automatically fills in the company name, address, tax ID, and other registration details from the Czech business register ARES. Eliminate typos and save time when creating new company records.
Integration with other modules
The CRM module is connected to other parts of eIntranet. Company and contact data is automatically transferred to related modules so you never have to enter the same information twice.
Help/Wiki for this module can be found at: https://wiki.eintranet.net/en/modul/28/crm
Keep your customer relationships under control
The CRM module in eIntranet replaces scattered spreadsheets and paper files. A central database of customers, suppliers, and partners ensures that no business opportunity goes unnoticed. Start building stronger customer relationships today.
CRM – a customer relationship management system in eIntranet.net allows you to have all contacts, history, and communication in one place. Simplify business processes and increase client satisfaction with a clear and flexible solution.
Key features and benefits:
- Contact records: Store information about companies, their employees, branches, and key contacts – all in one profile.
- Meeting and task tracking: Schedule meetings, phone calls, and follow‑up actions without wasting time on manual entry.
- Email communication: Send emails directly from the CRM and track opens or replies – get a quick overview of campaign effectiveness.
- Customizable fields: Adapt data structure to your business’s specific needs, e.g., sales stages, segments, or internal metrics.
- Easy integration: The CRM is part of the complete ERP/intranet platform, so no data remains isolated and you can immediately use information in accounting, inventory, or HR.
Try eIntranet.net and achieve a 20 % faster deal closing rate, reduce data entry errors by 30 %, and gain full control over customer relationships. Join us today and transform your sales process!