DDS Freight CRM – Features
DDS Freight CRM integrates the various stages that the commercial processing of customers involves for a commission agent.
DDS Freight CRM’s main functionalities are:
- Visit agendas.
- Visit reports.
- Multi-criteria searches and filters for identified traffics.
- Automatic mailing lists for e-mail/mail campaigns.
- Customer and prospects, payment terms and balance management.
- Customer event management (visits, call for tender, call to/from customer and so on).
- Automatic sharing of customer data internally for information and/or action purposes.
- Simplified and automated entry, tracking and fulfillment of quotations.
- Advanced quotation creation/modification search, traceability and history.
- Advanced management of purchases, purchase and sale tariffs (flat rates, bands and so on).
- Integration of external documents into Client/Supplier sheet.
- Secured access to commercial information, user and/or group-based authorization.