Customer Relationship Management

Customer Relationship Management (CRM): The Power of Seamless Connections with Globix 

Globix CRM brings you a stunning dashboard with all the essential details under one head. From minute specifics like total Clients, Users, Invoices, Projects, and estimations to Leads, Deals, and items, you get quantitative data presented in a simple layout. This comprehensive dashboard provides an overview of Estimates, Invoices, top-due Payments, Projects, and Tasks, enabling timely actions. Stay updated with meeting schedules, expiring contracts, weekly events, and new clients as you scroll down. The Pie Chart helps you understand various project statuses, making it a valuable tool for handling every aspect of your business.

👥    Managing Staff and Assigning Roles:

Easily manage Employees' and Client's personal and company details through user-friendly options. With Globix CRM, you can assign roles to each staff, gaining control over their access to specific parameters. The detailed HR section allows you to handle Attendance, Holidays, Leaves, Meetings, Assets, Documents, and Company Policies. Manage Awards, Transfers, Promotions, Complaints, and various HR aspects efficiently through easy-to-use tabs. Training and performance tracking of each employee becomes a breeze with Globix CRM.

💰    Efficient Payroll Management:

The Payroll module in Globix CRM allows you to set salaries for employees under various heads defined by you. Generate bulk payments with ease using the payslip feature.

🎯    Added Performance Module: Indicator, Appraisal & Goal Tracking:

The Indicator and Appraisal feature offers insights into the performance of each Department and Designation, including Technical, Organizational, and Behavioral competencies. With Goal Tracking, set and update goals, be they temporary, short-term, or long-term, through customizable modules.

💬    Seamless Communication with Added Chat Module:

Direct communication is crucial for business success. The easy-to-access and use Chat Module in Globix CRM enables direct and constant communication with users and clients, promoting seamless connections.

📝    Documenting Contracts with Added Contract Module:

Properly document your contracts with clients, showcasing the type, value, and time duration with the Contract Module.

📈    Efficient Pre-Sale Management:

Leads Management: View generated leads through Kanban and List views, create pipelines, and assign stages for efficient lead management. Add Users, Items, Files, Notes, Sources, Call Details, Emails, and Discussions to manage leads effectively.

Deal Management: Similar to lead management, view deals in Kanban or List view and get an overview of deals in a week, month, and the last 30 days. Assign Tasks, Products, Files, and Users for each deal, manage discussions and notes, and use the calendar view for easy deal tracking.

Estimates: Stay on top of issued estimates, and manage them by assigning Clients, Status, and Expiry Dates. Generate new estimates with ease by assigning Clients, Categories, Issues, and Expiry Dates, and adding items with quantities, discounts, and taxes. Generate estimates in minutes with Globix CRM.

📝    Form Builder for Various Required Forms:

Create and manage diverse forms with fields such as Text, Email, Number, Date, and Description to cater to your business needs.

🏢    Efficient Project Management:

Projects: Manage and filter projects with Kanban and List views, get an overview of Project Status, Expenses, Budget, and Due Dates. Add or remove users and track completed tasks. Add Milestones, Notes, Files, Comments, Payments, Timesheets, Client Feedback, Expenses, and Invoices for each project, ensuring successful project management.

Tasks: Manage various tasks with an easy filter option, view task priorities and due dates, add checklists for tasks, and track progress with comments and files.

Project Timesheet: Create timesheets by assigning Projects, Tasks, and Users, allowing efficient project management.

📊    Inventory Management in Invoice and Bill:

Maintain inventory status for each item used in your business activities with ease.

📈    Customer/Vendor Statement Report:

Review filtered particulars of customers/vendors for a specific period, including order and payment details.

📜    Thermal Print in Sales Module:

Thermal Printing features faster, more accurate, and cost-effective label, package, and receipt printing.

🔔    Instant Notifications with Slack Integration:

Stay updated with instant notifications of company activities through Slack Integration.

🎥    Virtual Meetings with Zoom Integration:

Create, view, start, and delete Zoom meetings, keeping your team and clients connected.

💬    Constant Communication with Telegram Integration:

Get notifications of important actions performed regarding your projects with Telegram Integration.

📞    Timely Notifications with Twilio Integration:

Receive instant text messages of job activities even when offline with Twilio Integration.

📦    Efficient Item Management:

Add items and assign Categories, Purchases, Sales Prices, Taxes, Units, and Product types to keep track of everything.

💼    Seamless Sales Management:

Manage Invoices, Payments, Expenses, and Credit Notes in one tool, create and edit invoices, add products and receipts, send payment reminders, and print invoices with ease.

🗂️    Budget Planner for Financial Control:

Set monthly, quarterly, half-yearly, or yearly budgets according to your business plans and needs.

📜    Organize Contracts:

Assign Start and Due Dates, Contract Type, Value, Client, and Descriptions for efficient contract management.

🗓️    Plan Events and Notice Board:

Assign Employees and Departments to events, create and issue notices to users, clients, or employees.

📝    Goal Setting and Notes:

Create goals and display them on the Dashboard, and add files to notes for support.

📊    Insightful Reports for Informed Decisions:

Get detailed graphs for Tasks, Time Logs, Financial Details, and Incomes/Expenses. Filter and search for specific reports as needed.

Globix CRM provides a wealth of features to streamline your business processes, promote efficient communication, and ensure successful customer relationship management. Experience the power of seamless connections and elevate your business with Globix CRM today! 🌟