CUSTOMERS, SALES & AFTER-SALES SERVICE
FinaxOne CRM
Organize contacts, sales leads, follow-ups and service relationships as part of your wider business workflow.
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BUILT AROUND YOUR WORKFLOW
Organize company profiles, multiple contacts and business addresses.
Manage leads, follow-ups, sales agents and field activity.
Connect customer access, product warranty records and service claims.
A CLOSER LOOK AT FinaxOne CRM
01 / YOUR EVERYDAY WORK
Organize company profiles, multiple contacts and business addresses. Give sales and service conversations a consistent customer reference instead of spreading the details across separate lists.
Useful when several people at a customer company are involved in sales, billing or service.
02 / YOUR EVERYDAY WORK
Work with sales leads, follow-ups and field sales agents. Explore how agent expenses and field activity records can support the way your sales team operates.
Discuss the steps your team follows from a new enquiry to a sales handover.
03 / YOUR EVERYDAY WORK
Review product warranty records, serial-number-based tracking and service claims. Customer and dealer access can provide a connected starting point for the service relationship.
Especially relevant to businesses that sell equipment, electronics or products with warranty obligations.
MAKE THE DEMO YOURS
Use a real example from your business to review FinaxOne CRM. We’ll discuss the relevant features, plan availability and setup requirements.
Describe your current process, the people involved and the records you use.
Follow the workflow through the modules and identify what needs configuring.
Discuss your plan, optional add-ons, migration and any custom requirements.
BEFORE YOU GET STARTED
The listed suite capabilities include warranty records, service claims and dealer or customer service logins. Confirm the modules and access required for your workflow.
Field sales agents, agent expenses and GPS location are listed capabilities. Review the relevant access, configuration and plan with the team.
FinaxOne places customer relationships within a wider ERP suite. Use a demo to review the handover between contacts, sales documents, billing and service.
EXPLORE FinaxOne CRM
Explore relevant capabilities.
Confirm your modules and plan with our team.
Keep customer relationships and after-sales work connected.
Link online orders and self-service access with your ERP.
PART OF THE BIGGER PICTURE
Service providers, traders, retailers and manufacturers use different workflows. Explore the FinaxOne tools relevant to yours.
Find your industry →Bring your workflow. We’ll walk you through the relevant tools.
BUILT FOR THE WAY YOU WORK
Service providersExplore solution
TradersExplore solution
WholesalersExplore solution
Retail storesExplore solution
ManufacturersExplore solution
Ecommerce businessesExplore solution
DistributorsExplore solution
Professional servicesExplore solution
Repair & maintenance servicesExplore solution
IT & software businessesExplore solution
FMCG & groceryExplore solution
Apparel & textilesExplore solution
Electronics & appliancesExplore solution
Hardware & building materialsExplore solution
Furniture businessesExplore solution
Packaging businessesExplore solution
Auto parts & accessoriesExplore solution
WarehousingExplore solution
Client Testimonials
FinaxOne has helped me streamline my manufacturing business also helps me track after sales process.
FinaxOne helped me in managing my ecommerce business by centralizing orders and stock tracking from various E-commerce platfrom to one.
Finaxone helped me managing my clients invoices at my end. we can easily create invoice and reports for hundred of my clients by single access.
We have been using Finaxone For automated billing to our clients. From sending automatic orders to invoices we have most of our tasks automated.
A CONNECTED BUSINESS ECOSYSTEM
Explore the platforms in the FrogSuite Saas ecosystem.
