Let Eudonet CRM display the terminolgy that is right for your organisation Administrators of the Eudonet CRM software at each company can be responsible for adapting the Eudonet CRM solution according to the functions necessary for the work of the users at the organisation Thanks to the administration console of Eudonet CRM, administrators are able to label tabs in the language used in your company, to name your bookmarks and sections, to choose the different display values of your catalogues, to manage tooltips and add example watermarks in the editable fields.
Make your interface a reflection of your activities To make more informed decisions, seeing the whole activity at a glance is a significant advantage. Also, a tool that can offer several formulations to adapt to the specific needs of each of your services is a definite advantage in order to optimise customer relationships. Thanks to Eudonet CRM’s personalisation interface, you create the design of each of the screens by positioning the elements making up the pages one by one. Thanks to drag and drop in WYSIWYG (What You See Is What You Get) mode, you can view the final version of your creations in real time.
Prioritise work effectively You may be processing sensitive information and you do not want all users to have access to it. For security reasons, you want to make information confidential for certain people, or even one or more groups of users. With the Eudonet CRM, you are able to adjust the data access rights according to different criteria: the type of documents (functionality, tab, file or section), or the type of collaborators (individual, group, hierarchical level, position occupied, etc. .).
Save time by establishing processes Each of your departments can have their own processes to enable the success of your company's activities. This organisation is essential for you to be as efficient as possible: saving time, completing information, monitoring customer history, etc. Within Eudonet CRM, you will be able to adapt your processes according to the needs of each task and / or each service: conditional display, input requirement, step guides, action buttons, ... Everything to streamline and optimise the work of your teams.
Evolve your crm according to your needs Your business is evolving or you want to evolve it: your needs are no longer the same. Are you developing new services? Are you recruiting new employees with specific skills and need to analyse new key indicators or new tools? Push the limits of Eudonet thanks to the many extensions available in our EudoStore. Gradually enrich the functional scope of your database by adding new tabs and bookmarks, grids and widgets or new specific pages.