Empower your customers with a user-friendly self-service portal, and keep your teams informed with real-time CRM insights for smarter decision-making.
ERP COM BD’s Cloud-Based CRM & Customer Portal solution offers businesses a complete platform to manage customer interactions, enhance service quality, and provide customers with a self-service interface. This module integrates customer data with sales, service, and support systems, improving communication and satisfaction. With real-time updates and a secure, easy-to-use portal, businesses can optimise customer service, enhance engagement, and drive business growth.
Manage comprehensive customer profiles that include contact information, transaction history, preferences, and communication logs. This ensures that your team has the most up-to-date data, enabling personalised service.
Track leads, opportunities, and deals in real-time, allowing sales teams to stay focused and prioritise the most promising opportunities. With automated follow-ups and lead scoring, the CRM ensures no lead is lost.
Set automated follow-up tasks and reminders based on customer interactions, ensuring timely responses and preventing leads or customer concerns from being overlooked.
Allow customers to manage their profiles, update contact information, view transaction history, and monitor their order status independently. This empowers customers to access information 24/7 without needing to contact support.
Enable customers to track the status of their orders in real-time, including payment updates and shipping details. This transparency improves customer satisfaction and reduces the need for customer service inquiries.
Allow customers to submit and track service requests or support tickets directly from the portal. This feature enhances customer satisfaction by providing a structured system for addressing issues and ensuring timely resolution.
Improve customer engagement and satisfaction by tracking every touchpoint and optimising interactions.
Access a comprehensive, unified view of each customer’s data, including past interactions, purchase history, and current inquiries, helping your team make informed decisions and provide personalised service.
Streamline sales processes with automated workflows that ensure leads are followed up and managed effectively. Similarly, automate customer service workflows to handle inquiries or support requests efficiently.
Ensure seamless data flow across sales, marketing, and customer support teams to improve customer experience. By providing each team with access to relevant customer data, businesses can provide more coherent and efficient service.
Provide customers with an intuitive portal to access their information, manage transactions, and resolve issues independently.
Customers can view and track their orders, payments, and delivery status in real-time, enhancing transparency and reducing uncertainty.
Give customers the ability to download invoices, order details, service contracts, and statements, providing them with immediate access to important information.
Allow customers to submit tickets or service requests and track their status directly through the portal. This reduces customer service workload and empowers customers to resolve issues on their own.