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
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
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
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
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
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
Insert new fields in seconds (dates, texts, numbers, choices, chat rooms, attachments, formulas...).
Color and format your cells as you wish.
Automate your premium and commission calculations with our easy-to-use formulas.
Use your amounts, dates, duration and text.
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.
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
TIMETONIC ADAPTS TO THE WAY YOU WORK
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