CRM . Customer Relationship Management

Afaky CRM program allows you to follow up on marketing and sales operations, schedule visits, targeting, communications, support and customer complaints in an easy and central way. It also enables your employees to submit daily reports about the tasks that have been completed and save them for reference at any moment; Which increases their productivity and helps you evaluate their work. Afaky CRM program brings your organization to the highest level of efficiency and professionalism.

  • Afaky CRM Program Features

  • Organizing visits and follow-up appointments ( Contact – Mail – an interview ) With your existing and potential clients and create your own appropriate follow-up visits schedule .

  • The possibility of distributing clients to employees according to specialization and linking each client to an employee or representative .

  • The possibility of specifying a user for each delegate or employee and specifying his powers .

  • The possibility of determining the type of current follow-up and the type and date of the next follow-up so that each employee can know his upcoming follow-ups .

  • The possibility of closing the follow-up process for customers whose follow-up has been completed and they have been fully served .

  • Possibility to add notes for each follow-up process .

  • The ability to attach files related to the follow-ups that have been made .

  • The ability to save all customer data and all follow-ups with customers, thus helping all employees and various company departments (Marketing Department, Sales Department, Technical Support Department, Customer Service Department and other departments ) Executing and following up on all their duties towards clients and their managers . In the end, the company's management gives detailed reports on all that happened between their company's employees and their customers .

  • The ability for all employees to write daily reports about the tasks assigned to them

Description of the program

1- From the Customer Relationship Management menu, choose to link the representative to the user, and this screen will appear to you, so click Add .

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2- Then this appears to you, select the employee (1) Then select the user (2) Then select the option “View all clients” (3) If you want this employee to see all customers, and if you do not select this option, then this employee will see only his own customers, then click Save .

2

1- From the Customer Relationship Management menu, choose Basic Data, and then choose Customers–Visits, and this screen will appear to you, so press Add .

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2- Then this screen appears for you, type Name the customer (1) then select the agent for this customer (2) (Then fill in the other data if you want, as shown in it) Then press save. 4

1- From the Customer Relationship Management menu, choose the basic data, including the types of visits, and this screen will appear to you, so click Add .

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2- Then this screen appears, type the type of visit (1) Then press save .

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1- From the Customer Relationship Management menu, choose the basic data, including the follow-up procedures, and this screen will appear to you, so press Add .

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2- Then this screen appears, type the name of the follow-up action (1) Then press save .

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1- From the Customer Relationship Management menu, choose the basic data, including the follow-up procedures, and this screen will appear to you, so press Add .

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2- Then this screen appears, type the name of the follow-up action (1) Then select an option “No action to follow up” (2) Then press save .

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1- From the Customer Relationship Management menu, choose basic data, including customer cases, and this screen will appear to you, so press Add . 11 separate 2- Then this screen appears, type the name of the client case (1) Then press save . 12
<>*Make a daily report : 1- From the CRM menu select “Hits – Daily Report” You will see this screen, press Add .

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2- Then this screen appears, type the required information As shown, then click Save .

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Delegate visit report
Customer follow-up report
Customer Case Summary Report
Report of the delegate's upcoming visits
Report of upcoming delegate visits - customer details
You can access these reports from the list of CRM, then choose reports from them, and then choose the report you want.

Of course you can download Free CRM software Through the download page to help you manage customer relationships, it is considered the most popular customer relationship management program in Egypt and Saudi Arabia

Explanation of the program interface and how to download it
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