CRM

A single CRM system for all of your business processes and employees.

Customer Relationship Management

CRM - a tool that will help you organize your sales processes, keep track of what stages you have transactions and manage your sales team

  • MAIN BENEFITS

    Convenient, simple, web-based system - it is all you need!

    The Norgate.lv CRM system is an online solution that means you can use it from any computer (or other device) with an Internet connection.

    MAIN BENEFITS
  • MAIN BENEFITS

    Compatibility with other services

    It is possible to connect a CRM system to other services such as Google Calendar, accounting systems or email services.

    MAIN BENEFITS

The CRM system has been developed based on our own experience for effective sales team management and analysis. The CRM system is a daily tool for sellers, where all communication with customers on specific transactions or projects is recorded. We can only influence the indicators we can measure!

Don't miss anything

Register each activity and link it to a specific customer or contact person. This is the essence of successful customer relationships.

Create leads

Add activities

Set reminders for future activities

Assign tasks to other team members

Send e-mails (single or bulk) to customers and prospects directly from CRM

 
 

Keep your focus on the sales process

Our multiple-view sales pipeline will give you a clear overview of the current situation and help forecast periods ahead.

  • Define your sales process steps
  • See all deals in each sales process step
  • Move your deals between pipelines by dragging them
  • See the count and value of deals in each step
  • Identify all deals with overdue tasks
  • Filter out deals with no activities scheduled

App

Add your meeting notes or comments right after a meeting or you will never do that. Our memory capacity will not allow us to remember what happened in a meeting a week ago. That's why we have developed an app that allows you to take your notes during or right after a meeting.

  • See all the information about the customer
  • Browse ordering history
  • Review notes from previous meetings
  • Create an invoice and close your deal right on a spot
 
 

Reporting

People are much more productive when they see the next milestone. Our CRM module allows you to focus on your own KPIs as well as the team's overall progress

  • Measure your progress
  • Compare results with the previous period
  • Present graphs to other team members
  • Export your reports to spreadsheets

Integrations

We are used to use so many different services for our daily needs that integrations play a huge role in making CRM as handy as possible.

  • Integrate with third-party calendars
  • Synch emails with the provider of your choice
  • Import/export data from/to other systems
 

Fill out the form and we will contact you, to send an offer and the demo version.

Fill out the form and we will contact you, to send an offer and the demo version.

Software modules

Software CRM is adaptable it to specific customer needs, making the necessary changes.

  • Regular bills
  • Warehouse
  • Purchases
  • Administration
  • Goods
  • Sales
  • Mobile app
  • Reports
  • Clients
  • Calendar
  • CRM

Regular bills

Definable iregular service or range of products that is offered to the customer. You can indicate service prices, return period. The program will remind about the need to automatically generate a new invoice for customers. Massive billing and mailing a few seconds.

Warehouse

The selection of products after the names, codes, categories, bar codes, dimension or other parameters. Information on purchases of goods. Ordered, reserved goods. Information about the shares and the prices of goods. Products picture icon. Goods produced records. Easily accessible overview of the flow of goods. Missing goods selection (which exceeded the minimum number of border) in order to build orders to suppliers. Multi-warehouse inventory. Stock status list export (excel, csv) or a printout. Inventory printout.

Purchases

Incoming invoices and billing records. Convenient search by various parameters Ability to add additional costs for procurement - transport, customs, etc., which will be automatically added to the goods in proportion to the purchase price or weight. The list of goods import data (excel, csv, xml, etc.). Adding the product with a bar code scanner or a portable data terminal. Specifying the warehouse. Cart order status and input control. Label printing for purchased goods. Document Backup option. Payment control. Data export to accounting software (.xml format Tilde Jumis, 1C, etc.). Reporting print accounting officer.

Administration

Ability to add and delete users of the program, and change user rights. Company details input (the opportunity to work with several companies or branches of the same system). Multi-language environment. For each user you can set their individual language. Change, adjust the language variables. Adding more warehouses. Printing form creation or editing. Document numbering definition. Etc.

Goods

The possibility of creating product catalogs and trade cards. Customer needs goods customizable card using only the necessary product or service parameter fields. Add pictures Convenient movement of goods to a different section of the catalog. Items can also specify up to 5 alternative codes and names. Discounts for specific interval of time (share price, discount or premium). Possibility to define a number of price groups - eg., Wholesale price, Retail price, etc. Product catalog data import and export (excel, csv, xml). Product catalog integration in website or e-shop.

Sales

Convenient sales documents (bills, checks, cashiers check, prepaid invoice, Invoice, etc.) by adding items from the store or the product catalog. Fully editable print forms. Invoicing and selection according to different criteria for sending customers to an e-mail in PDF format to print. Late payment reminder sending customers to an e-mail. Goods and services sale of stock or product catalog. You can use a bar code scanner or a portable data terminal. Customers payment and status check, create a new sales document. Sales of several warehouses. The receipt printout of the sales document. Automatic client of the discounts or special pricing of goods or services. The opportunity to sell goods with serial numbers or production of goods. Data export to accounting software (.xml format Tilde Jumis, 1C, etc.). Reporting print accounting officer.

Mobile app

Mobile applications for faster stock status and customer information viewing, assigned work status of the control of trade information including adding a picture from the phone camera, the sales document creation using the phones camera as a bar code reader, etc. functions

Reports

Section featured reports on goods and service purchase, sale, production, revenue, the flow of goods, turnover, intrastat, managers bonuses, etc. .. Reports can be filtered by various parameters. Data export (excel, csv). Operational Reporting summary display of the Home page.

Clients

Easy to search and input customers. Possibility to connect client to one of the groups or debtors. E-mail or SMS sending to a client or a group of clients. E-mail / SMS archive. The possibility to give a discount products to a client, product groups or indicate the price group (eg., Wholesale price, Retail price e.a). List of contacts, Birthday day and name day reminders. Communication history. Import data (Excel, .csv, .xml, etc.)

Calendar

Scheduled visits and other activities calendar. Able to sync with Google Calendar.

CRM

CRM or customer relationship management module provides the companys sales process management, control and analysis. CRM module facilitates sellers work in one place providing all communications tracking, planning and reporting on developments, as well as management team makes it possible to quickly and efficiently analyze sales results, trends and objectives. CRM module is based on the transaction funnel, or the transaction steps, starting with the call tracking, to issue an invoice. At any time you can see what deals each funnel step, what is the total amount of transactions in each step of the funnel and whether there is a specific planned activities for the deal to move on.
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