Domino CRM
CRM is a robust in-house information system suitable for companies that need to manage project and client administration.
CRM is a robust in-house information system suitable for companies that need to manage project and client administration.
Key Benefits
- efficient management of communication with customers and partners
- fast record entry
- easy retrieval of stored information
- simple document approval
- secure access to documents within workgroups or individuals
- fast PDF document creation including the use of templates
- controlled document archiving
- long-term system lifespan
- email notifications
- multilingual environment (CZ, ENG and others possible)
- seamless integration with other parts of the IS and Lotus Notes Domino applications
- option for individual customization
Basic Functions
- customer database management with multiple categorization (company/person/activity)
- creation and tracking of activities (email, letter, contract, offer, inquiry, meeting minutes, task and dozens more)
- project documentation management
- definable approval workflow
- task assignment and control
- employee workload monitoring
- managed document management (ISO compliant)
- management of suggestions and corrective actions agenda
- mass correspondence including address label printing
- marketing materials (gifts) tracking
- file archive management (suitable for CAD/CAM or graphic files)
- audit system
Connected Modules
Reporter
- definition of output reports from various source databases
- time scheduling, background processing
- output reports in CSV format (MS Excel compatible)
HR Agenda
- HR system (personnel cards, personnel document archive, job catalog, hierarchical structure)
- absence tracking (including approval workflow)
- payroll regulations
- knowledge and certification tracking
- access control to public and private information
Project Manager
- project plan definition
- project plan fulfillment control
- ability to assign tasks within project phases
- creation of output documents in PDF format
- using data from CRM
Domino Notification Portal
- management and sending of notifications in the Lotus Notes Domino environment from a single central place
Many Money
- invoicing and ordering system in Lotus Notes Domino
- project cash flow tracking
- delivery note creation
- payment orders
- cash flow and other management overviews
More information will be provided by Martin Vlcek
vlcek@csdevelopment.cz
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