Yoneos CRM is a comprehensive customer relationship management (CRM) solution designed to help businesses of all sizes organize, manage, and grow their customer relationships.
Discover the key features of Yoneos CRM and how they can transform the way you manage your business:
🤝 Contact Management:
Organize and centralize all your contact information in one place, easily accessible by your entire team.
Add, edit, and delete contacts in just a few clicks.
Group your contacts by segment (customers, leads, partners) for better organization.
Record detailed information about each contact (address, phone, email, social media, etc.) for a better understanding of their needs.
Manage companies and client relationships.
Track interactions and activities with each contact for a holistic view of your relationships.
Optimize your communication and sales through effective tracking of interactions with your customers.
🧲 Lead Management:
Create and qualify leads using contact forms, events, and marketing campaigns.
Assign leads to team members for efficient management.
Manage pipelines and track the progress of your leads through each stage of the sales process.
Monitor lead progression and identify high-potential opportunities.
Automate lead follow-up to never miss an opportunity.
🏆 Opportunity Management:
Create, manage, and track sales opportunities.
Set forecasts and identify high-potential opportunities.
Define stages and probabilities for each opportunity to effectively track the sales process.
Track progress and ensure your sales come to fruition.
Generate opportunity reports to analyze performance and identify areas for improvement.
💸 Quote and Invoice Management:
Create, manage, and send quotes and invoices easily.
Track payments and manage outstanding invoices.
Manage taxes and discounts for accurate billing.
Create document templates for efficient quote and invoice management.
🏗️ Project Management:
Create, manage, and track your projects with defined tasks, milestones, and deadlines.
Assign tasks to team members for effective collaboration.
Monitor progress and identify potential delays.
Manage team members and roles within each project.
Generate project reports to analyze performance and identify areas for improvement.
📑 Task Management:
Create, assign, and prioritize tasks for better organization.
Schedule and track tasks for efficient monitoring of your work.
Manage deadlines, reminders, and notifications to never miss a task.
Collaborate on tasks with your team for better efficiency.
📅 Calendar Management:
View the calendar and schedule appointments easily.
Manage events and create important reminders.
Share the calendar with your team for better coordination.
💌 Email Management:
Send, receive, and manage emails directly from your CRM.
Customize email templates for effective communication.
Automate emails to send personalized messages to your contacts.
Track emails and measure the effectiveness of your communications.
📂 Document Management:
Store, share, and manage your documents securely.
Create folders to organize your documents.
Manage document versions to track changes.
Integrate with document storage systems for centralized management.
📊 Reporting and Dashboard Management:
Create custom reports to analyze your business data.
Generate dashboards to visualize performance and track KPIs.
Analyze data and identify trends and opportunities.
Visualize your business performance for more informed decision-making.
🔌 Integration with Other Applications:
Integrate Yoneos CRM with email systems, payment services, marketing platforms, accounting tools, etc.
Automate workflows between different tools for greater efficiency.
🤖 Process Automation:
Automate repetitive tasks to free up time for more important tasks.
Create workflows to automate processes and gain efficiency.
Configure triggers to automate actions based on certain events.
Integrate with third-party services to automate complex processes.
🔒 User and Role Management:
Create user accounts and assign roles and permissions.
Set access levels to data for enhanced security.
Control data access and protect sensitive information.
🛡️ Data Security:
Data encryption to protect sensitive information.
Multi-factor authentication to strengthen the security of your accounts.
Access control to limit access to data to authorized users.
Regular backups to protect your data against loss.
🆘 Support and Documentation:
Online documentation and knowledge base to guide you in using Yoneos CRM.
Video tutorials for easy understanding of features.
Customer support to solve your problems and answer your questions.
💻 REST API:
Programmatic access to data and features of Yoneos CRM via a REST API.
Custom integration possibilities for tailor-made solutions.
🎨 Customization:
User interface customization for a personalized user experience.
Configuration of settings to adapt the CRM to your specific needs.
🗄️ Database Management:
Centralized data management for better organization.
Regular backups to protect your data against loss.
Data restoration capabilities in case of need.
📱 Mobile Functionality:
Access the app from a mobile device for efficient management of your contacts, tasks, and events.
🧠 Data Analysis and Artificial Intelligence:
Identification of trends, insights, and opportunities from your data.
Process optimization* for greater efficiency and faster growth.
Yoneos CRM offers a comprehensive solution for managing your customer relationships and growing your business. Contact us today for a personalized demonstration and discover how Yoneos CRM can help you achieve your business goals.