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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.
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Sales automation

Leads

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Opportunity

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Organization

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Contacts

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Calendar

Meetings

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Calling – Call centre

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Tasks

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Sending invitations to participants

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Outlook

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Google Calendar Sync

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Shared calendar

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Project management

Kanban board

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Worked

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Projects

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Gantt chart

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E-mails

Email folders

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More email addresses on the organisation tab

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Bulk email

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Email accounts

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Email signature

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Email filters

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Outgoing emails

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Email templates

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Customer support

Ticketing

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E-mail on the case

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Customer portal

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Knowledge base

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Chat

Mattermost in CRM

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Intuitive user interface

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CRM functions

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Effective team communication

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

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Calls

Automatic calls

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Recording and storage of tel. call in CRM

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Transcription of a saved call into written form

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Artificial Intelligence

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Social

Stream of activities

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Track button

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Documents

Attaching document files

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Document folders

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More phone numbers to record

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VoIP integration

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Supply Management

Sales orders

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Price offers

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Invoices

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Products

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Warehouse and invoicing system

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Analytics

Reports

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Work instructions

Business Process Management

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Work instructions

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Miscellaneous

Export to CSV format

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Print to PDF

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Outlook contacts integration

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Maps

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Calculated fields

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Export to Excel

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Google Contacts integration

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Dynamic forms

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Data privacy management

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Marketing automation

Campaigns

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Bulk correspondence

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Bulk email marketing

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Web-to-Lead​

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MailChimp integration

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Synchronization of target lists with reports

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Target Lists

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Customization

Layout Manager

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Label Manager

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Extensions

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Entity Manager

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Administration

Import of data

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Theme support

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Users

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Teams

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Roles

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LDAP authentication

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History of actions

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