Sales management and CRM in Fusio
Get an overview of the business activities in the company.
Fusio helps you automate processes and streamline sales.
Database of business cases, activity records, reports and notifications, to-do list, charts and statistics. Customer care and CRM. And much more.
Fusio is a flexible system that adapts to your needs and processes. You can record exactly the agendas you need and in the way that suits you.
Example of a master list with business cases/clients and linked sublists in Fusio.
Example of a form for entering a new business case into Fusio.
How does Fusio help you manage your business?
- Records of business opportunities, contacts and attachments.
- Business activities - planning, reminders, notes, CRM
- Linking with other records (price list, order execution, invoicing or accounting software, etc.).
- Taskmaster - easy entry, recording and monitoring of performance and deadlines. more...
- Project and contract management more...
- Automatic reporting and notifications (reminders of deadlines, tasks, etc.).
- Statistical and graphical display of data including preparation of documents for presentation of business results.
- Overview of KPIs - You can monitor your KPIs on the home dashboard/dashboard more (Fusio blog)
- And much more - Fusio is a flexible platform that adapts to you (About Fusio)
Seamless integration with the systems you use
Fusio is a flexible software that you can easily connect with your other tools.
So you can keep using them without worrying about their functionality.
And many more…
Microsoft Power BI integration
For data analysis and advanced data visualization, Fusio can be connected to Microsoft Power BI.
This integration allows you, for example, to process data coming from multiple sources (from Fusio + Excel spreadsheets, etc.), as well as in-depth data analysis, creation of reports or dashboards or implementation of an action plan, creation of forecasts and sharing information through other Microsoft applications.
Benefits of the sales management and CRM system in Fusio
- A complete CRM system - a list of client contacts linked to business opportunities.
- Effective communication and information sharing within the sales team.
- Email reporting and notifications.
- Linking the business agenda to specific projects, contracts, staff, etc.
- Graphs and statistics (expected sales, team productivity, etc.).
- Building good relationships with clients.
Want to see how Fusio works?
What else can you use?
If you have not found the area you are interested in, please contact us. We will be happy to advise you.