1. Technology overview
SlimCRM is an “Extending CRM” (xRM), leveraging the advantages of both domestic and international software with modern yet simple features, helping to enhance management and sales capabilities for small and medium enterprises without requiring significant costs or implementation time.
SlimCRM follows the xRM direction, with “X” representing variables revolving around the relationships that businesses can have. xRM allows tracking and maximizing the value of relationships while expanding the power of CRM. Some “X” variables in the xRM framework may include: ERM – Employee Relationship Management, RRM – Reseller Relationship Management, Asset Management, etc.
2. Highlighted features & specifications
Automating repetitive tasks:
- Automatically remind payment deadlines
- Remind task deadlines, projects
- Automatically renew invoices, contracts
- Automatically nurture opportunities with drip email marketing
Boost motivation and work efficiency with OKRs, Kanban, KPI:
- Set and manage goals with OKRs
- Task management with Kanban
- Mindmap editor tool
- Today-list: list of tasks to do for the day
- Automatically create recurring tasks periodically
Real-time cash flow control and promotion:
- Income - Expense situation on a weekly - monthly - daily basis
- Profit of each sales department employee
- Outstanding projects and tasks
- Profit of each product line
Generating more profit with the same number of customers:
- Standardize sales processes for long-term development
- Sales Pipeline tool - fast training for sales staff
- Smart Views tool to increase success rate
- Lead Scoring - automatically score opportunities (by SlimEmail)
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