TimeTonic CRM business customization

Un outil CRM complet et évolutif pour TPE et PME

Share with your team your schedules and the history of your customer and prospect exchanges

Add at any time the business functionalities essential to better manage and retain your customers

Take your customer relationship to the next level

Un outil CRM complet et évolutif pour TPE et PME

Interact with your customers

Find the appointment date agreed with your client on the schedule or in the history of activities with your contact the last rate communicated and ask your colleague to call him without fail before 2pm

Organize your customer files according to your needs: prospects, partners, sector of activity, turnover volume...

Change the layout of your files in seconds, without any development knowledge

Management of contacts
View the history of activities with your contacts:
appointments, phone calls, emails... recorded by yourself or your colleagues in the contact files attached to a client.

Analyze at a glance the highlights of your relationship with your customer over the previous quarter

Enrich your file through your sales and marketing actions or through the purchase of a customer file

Activity monitoring

Organize your appointments and reminders, delegate and assign tasks and deadlines using the Kanban or Calendar views

The Kanban view - an agile management method like Post-it®s - allows you to visually manage your business and your team's activity. A simple drag and drop allows you to change the status of a task

You always know who changed what and when (name, date, status, amount, etc.). TimeTonic automatically keeps a history of all changes

Drive your business

Define very simply the criteria for qualifying a business and its status.
Assign a business to a sales representative either manually or automatically

Associate to each case attachments, specifications, reports, plans, photos, ...
Generate your quotations in Word, Excel, Pdf from your catalog item and labor

Manage your business portfolio or quotation review in a very simple way through views or in an elaborate way by implementing automated processes

Marketing Automation

Easily interface TimeTonic with your favorite platform to communicate and prospect via email campaigns, SMS, landing pages, Facebook ads and more, and enrich your prospect customer data

Reporting and Analysis

Create real-time dashboards and pivot tables that help you make informed decisions

Measure and manage your organization's sales performance by team, customer type, geographical sector...

Export your data directly to Excel

Harness the power of TimeTonic at all times

Customize

Insert new fields in seconds (dates, texts, numbers, choices, chat rooms, attachments, formulas...).

Color and format your cells as you wish.

Calculate

Automate your premium and commission calculations with our easy-to-use formulas.

Use your amounts, dates, duration and text.

Modulate

Nothing is fixed in TimeTonic, move your columns, create an infinite number of filters, duplicate your workspace.

Share your notebooks in collaborative mode or manage the rights of your members.

Collaborative Space

Thanks to instant messaging, which allows chatting and sending notifications and sms, collaborators share ideas and documents in real time

You can also send and receive SMS messages directly in your collaboration space, which is handy to inform about changes

Easily administer member rights: depending on the rights assigned, the user can modify the structure, create content or simply read it

Native mobile application

Instant native mobile

Offline Mode

Mobile form

Voice report

Barcode / QR Code

Photos

Signature

TimeTonic CRM
Features

Contact management
Client Management
Calendar, planning and monitoring of activities
Business Portfolio Review: Business
Quotation and order management
Business Activity Analyses
Business Process Automation
Marketing Automation
After-Sales Service Maintenance
Import .xls - Copy and paste
Built-in Chat
Web Forms
Native mobile
Integration with Outlook Google ERP
100% GDPR Hosting

TIMETONIC ADAPTS TO THE WAY YOU WORK

Everything you need is in one place

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