CRM

CRM Diga – centralized database that will help you:

Store data about each client

Monitor the work of the sales department

Create companies and link contacts to them.

To lead each client through the chain before the transaction

Do not lose customers

Return customer again and again

Who is suitable for?
No matter how many employees in the sales department. It does not matter if there is no sales department yet. The main thing is that you no longer need to keep customer data in notebooks and EXCEL-tables! CRM DIGA will help you structure and organize all data about customers and their interaction.

What problems solves?

Lack of a single database

Unable to save and restore history of work with each client

There is no uniform scheme of customer service

There is no possibility to track the history of calls and correspondence.

Loss of customers

Contact / Company Card
Create contact / company cards manually or set up automatic saving of the application from the site, Facebook and other third-party services

This section allows you to store all the necessary information about contacts: contact details, position, date of first contact, source, bank details, etc.

Need additional fields? No problem! With the API, you can create unique fields for companies and contacts.

Link the already created contact to the company card or create contacts directly in the company card.

Send messages directly from the contact card and save notes about the contact, so as not to forget important information.

“QR code” function


When you hover the camera phone on the code allows you to read information about the contact and make calls and send messages without the need for manual data entry.

Services
Section to create new services. Allows you to simultaneously monitor any number of customer service processes in one place. Includes DIGITAL Customer Service Chain.

DIGITAL Customer Service Chain
It consists of step-by-step actions and statuses that your customers must go through. For example, your chain consists of steps:

Each of the stages is a status through which you can see how many applications are in the status of “Coordination of work”. You can attach an action to each status. For example, when you change the status to “Visit”, an automatic task is created and a calendar opens where you can select an employee, the time and type of the task – in this case, “VISIT”.

Connect SMS notifications when status changes in the chain and stay up to date!

Print a company card if you need to transfer data to an employee outside the system.

The service chain allows you to control the work with each client, reminds you of a task when moving to the next stage, and allows you to automate sales without additional staff costs.

Here you can attach all the necessary documents to the service and always have them at hand.

Tasks
This section allows you to independently create or delete a task, as well as perform all the settings mentioned above – select the type of person responsible, set the date and time of its execution.

The task can be tied to a specific service or not assigned to one, leaving the total for a given client / company. You can also add its detailed description, if necessary.

После создания и сохранения новой задачи она появится в общем списке – с соответствующими отметками: тип, ответственный и время создания. В списке можно просмотреть как активные так и уже завершённые задачи.

After creating and saving a new task, it will appear in the general list – with the corresponding marks: type, responsible and time of creation. In the list you can view both active and already completed tasks.
Story
Every change in the client / company card is saved in history. Whether you change the status of a client in the Digital service chain, create or delete a task, change the person responsible for it, or correct the descriptions of the client card – you can track all changes in the history.

Additional comments on the progress of work with the client can be left here – it will be saved along with other changes.

See every customer in the Digital Service Chain and keep track of all changes in history.

A centralized database helps to control the process of work and stores the entire history of interaction with customers. In this module you will find all the necessary information about customers, call history and correspondence. CRM will increase sales and save important information about each client.