Client management CRM
Optimize your client management with Pandora ITSM
Keeps track of integrated management of support contracts, software licenses and expirations. Easily and efficiently issue invoices.
Simplify customer management from a single tool!
Create and manage companies, contacts, contracts and invoices from a centralized location. This means you can optimize and improve your relationship with customers, saving time and promoting better communication.
Companies
The company is a fundamental element of the CRM.
The company role is a basic identification to be able to apply filters, and you can easily customize roles and fields such as fiscal ID, country and address are used to make invoices.
In addition, as in other elements of Pandora ITSM, it is possible to create custom fields for companies.
Custom fields are grouped in “custom fields sections” to be able to manage and view that information by blocks.
Contacts
Contacts are related to companies; any Pandora ITSM user with access to a company can view their contacts, contracts and invoices.
Invoices
Know when there are uncollected invoices issued, and to control when and how much a particular company has been invoiced.
Create invoices, attach the appropriate files (purchase order, quotations, etc.) and lock the invoices so that only the creator can modify them.
Contracts
Identify different types of contracts, such as services and software licenses, and customize specific fields.
Associates contracts to a company and links contracts to one or more invoices.
Generate a PDF with contract data to generate “certificates” or “formal documents” that include the contract ID, customer name, contract validity dates, and custom data.
Leads
Pandora ITSM allows you to keep an effective control of commercial leads, improving the sales process and increasing the probability of success. Use our API to integrate potential lead sources into your Pandora ITSM system and start tracking them, assigning them owners to ensure that all your business opportunities are handled in a timely and effective manner.
Manage lead activity through emails
With Pandora ITSM you will be able to manage and optimize the commercial activity of your leads through emails. This Enterprise feature will allow you to keep the conversation with the leads updated and upload files automatically, which will result in a significant improvement in your team’s productivity.
Generate leads through a web form
Create new leads with the contact form on your website to enter your leads information automatically in Pandora ITSM.
Manage lead activity through emails
With Pandora ITSM you will be able to manage and optimize the commercial activity of your leads through emails. This Enterprise feature will allow you to keep the conversation with the leads updated and upload files automatically, which will result in a significant improvement in your team’s productivity.
Generate leads through a web form
Create new leads with the contact form on your website to enter your leads information automatically in Pandora ITSM.
Try Pandora ITSM 30 days free!
Experience firsthand what all the included features can bring you.
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