Convenient customer relationship management

CRM

What does CRM help with?

Maintaining high business momentum and professionally managing a customer base need not be a challenge for entrepreneurs. The CRM system from Petrosoft.co.uk is a proprietary solution that has been developed based on experience and growing requirements in many industries.

In designing the solution, we focused on reducing the time required for data entry as much as possible. The system allows you to easily and quickly enter current meeting statuses, take notes and add important annotations.

See benefits



Wide possibilities

Thanks to its fine-tuned configuration, our CRM system will work well in many industries regardless of the business model adopted.

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Commercial operations

For each contact you can record many different operations: phone, meeting, sales opportunities, estimates, offers, contracts and their effectiveness.

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CRM versions

Our system has convenient versions that allow you to run it in desktop and web form.

SEE HOW CRM WORKS

invite us for a demonstration of the system

What do you gain?

Benefits and modules

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Intuitive operation

The system’s environment is easy to learn and does not cause difficulties even in the training process.

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Convenient access

The application allows you to operate both in the office and on business trips.

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Integrations

The CRM can interact with any ERP system on the company’s equipment.

Petrosoft.pl provides professional advice on choosing the right IT solution. As part of the implementation, you get mentoring and support from a team of experts who have experience in running projects for a wide range of industries.

Each solution is designed to allow you to run your business quickly while maintaining maximum convenience and operation.

Advanced solutions

System

Features

3

Customers

Freely define and complete the list of customers. Assign relevant companies to specific salespeople while creating an organized list by caregiver. Along with adding companies, complete the contact information of people, activities, message content and emails.

3

Activities and schedules

Create an action list to remind you of opportunities created and appointments made. Navigate comfortably and filter activities through an inventory that will clearly indicate which activities are completed, overdue or scheduled. Prioritize those activities that should take priority in the department’s task schedule.

The schedule will allow you to fill your calendar with selected commercial activities. There you can see what other users’ task plans look like. The simple interface is visually based on a calendar which allows for quick operation and editing.

3

Sales

The most important functionality of the system. Here we have the opportunity to create a specific sales opportunity based on all customer data, meetings and prior contact.

3

Cost estimate and bid

The system allows you to perform calculations consisting of both purchase materials (possible integration with online stores, supplier platforms) and in-house or external services. The system also has a pricing module that can be handled by specialized departments (e.g., Project Manager – step-by-step, hourly pricing of a complex project) and then pulled into a cost estimate.

3

Order processing

The system allows full registration of orders from bids, along with monitoring of their execution on both the cost and revenue sides. Ordering to suppliers, receiving purchase orders, tracking serial numbers, issuing to the customer with handling of receiving protocols.

3

Define and preview customer contracts

The module is used to register the contract and its parameters to the system after it is signed by the customer. The solution provides the ability to define levels of service quality indicators for the services provided (SLA – response time, turnaround time, etc…). The system provides the ability to record one-time contracts, framework contracts, project contracts, commercial contracts, multi-stage contracts, etc. .Each contract may include different types of services with individual parameters for their implementation.

3

Contract execution and settlement

The module is able to automate and speed up the process of contract billing, and this includes generating monthly “slots” containing the number of actually disposed labor hours or lump sum services.
Hours can be rounded to the indicated minimum value, e.g. to 20 min, 30 min or always counted from each hour started. The system gives the possibility to mark some entries as Contractor’s cost in case of hours negotiation with the client. With the help of this module, it is possible to generate protocols of the services performed, which can then be forwarded to the customer along with the invoice.

3

Contract profitability, analytics and integrations

The system provides the ability to analyze the profitability of contracts. You can see in it all the costs, i.e. External purchases, the value of disposed employee hours according to. a predetermined rate, commuting and other costs assigned to the contract. These costs are then compared to the revenue generated and a margin is calculated in several possible ways.
The software, thanks to its open architecture, offers the possibility of integration with any HelpDesk, Project Management, as well as ERP system.



Customers

Freely define and complete the list of customers. Assign relevant companies to specific salespeople while creating an organized list by caregiver. Along with adding companies, complete the contact information of people, activities, message content and emails.



Activities and schedules

Create an action list to remind you of opportunities created and appointments made. Navigate comfortably and filter activities through an inventory that will clearly indicate which activities are completed, overdue or scheduled. Prioritize those activities that should take priority in the department’s task schedule.

The schedule will allow you to fill your calendar with selected commercial activities. There you can see what other users’ task plans look like. The simple interface is visually based on a calendar which allows for quick operation and editing.



Sales

The most important functionality of the system. Here we have the opportunity to create a specific sales opportunity based on all customer data, meetings and prior contact.

k

Cost estimate and bid

The system allows you to perform calculations consisting of both materials for purchase (possible integration with online stores, supplier platforms) and own or third-party services. The system also has a pricing module that can be handled by specialized departments (e.g., Project Manager – step-by-step, hourly pricing of a complex project) and then pulled into a cost estimate.



Order processing

The system allows full registration of orders from bids, along with monitoring of their execution on both the cost and revenue sides. Ordering to suppliers, receiving purchase orders, tracking serial numbers, issuing to the customer with handling of receiving protocols.

h

Define and preview customer contracts

The module is used to register the contract and its parameters to the system after it is signed by the customer. The solution provides the ability to define levels of service quality indicators for the services provided (SLA – response time, turnaround time, etc…). The system provides the ability to record one-time contracts, framework contracts, project contracts, commercial contracts, multi-stage contracts, etc. .Each contract may include different types of services with individual parameters for their implementation.



Contract execution and settlement

The module is able to automate and speed up the process of contract billing, and this includes generating monthly “slots” containing the number of actually disposed labor hours or lump sum services.
Hours can be rounded to the indicated minimum value, e.g. to 20min, 30min or always counted from each hour started. The system gives the possibility to mark some entries as Contractor’s cost in case of hours negotiation with the client.
With the help of this module, it is possible to generate protocols of the services performed, which can then be forwarded to the customer along with the invoice.



Contract profitability, analytics and integrations

The system provides the ability to analyze the profitability of contracts. You can see in it all the costs, i.e. External purchases, the value of disposed employee hours according to. a predetermined rate, commuting and other costs assigned to the contract. These costs are then compared to the revenue generated and a margin is calculated in several possible ways.
The software, thanks to its open architecture, offers the possibility of integration with any HelpDesk or Project Management system, as well as ERP.