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The main functions of our AutoCRM system

The description only applies to the basic functions of the AutoCRM system. Modeling and adding other entities in the system is part of the implementation.

Sales automation

Leads

Opportunity

Organization

Contacts

Calendar

Meetings

Calling – Call centre

Tasks

Sending invitations to participants

Outlook

Google Calendar Sync

Shared calendar

Project management

Kanban board

Worked

Projects

Gantt chart

E-mails

Email folders

More email addresses on the organisation tab

Bulk email

Email accounts

Email signature

Email filters

Outgoing emails

Email templates

Customer support

Ticketing

E-mail on the case

Customer portal

Knowledge base

Chat

Mattermost in CRM

Intuitive user interface

CRM functions

Effective team communication

Possibility of access by external users (e.g. customers)

Calls

Automatic calls

Recording and storage of tel. call in CRM

Transcription of a saved call into written form

Artificial Intelligence

Social

Documents

Attaching document files

Document folders

More phone numbers to record

VoIP integration

Supply Management

Sales orders

Price offers

Invoices

Products

Warehouse and invoicing system

Analytics

Reports

Work instructions

Business Process Management

Work instructions

Miscellaneous

Data privacy management

Export to CSV format

Print to PDF

Outlook contacts integration

Maps

Calculated fields

Export to Excel

Google Contacts integration

Dynamic forms

Marketing automation

Campaigns

Bulk correspondence

Bulk email marketing

Web-to-Lead

MailChimp integration

Synchronization of target lists with reports

Target Lists

Customization

Layout Manager

Label Manager

Extensions

Entity Manager

Administration

Import of data

Theme support

Users

Teams

Roles

LDAP authentication

History of actions

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