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Cloufone CRM Platform

cloud-based electronic platform that aims to provide professional solutions that suit medium and small companies and emerging businesses that have big dreams

Cloufone CRM is a cloud-based electronic platform that aims to provide professional solutions that suit medium and small companies and emerging businesses that have big dreams, by improve more flexible and effective customer relationship management, with a set of distinctive tools that help the sales, marketing and support teams to manage their entire business from anywhere.

  • Customer relationships are essential to the success of your brand.
  • Without the ability to make the right customer contact, you can’t hope to turn those one-time purchases into recurring transactions
  • Maintaining good relationships with your customers gives you an edge over competitors

A large part of small and medium businesses around the world actually rely on simple spreadsheets like Excel for customer management.
However, the truth is that spreadsheets are nowhere near as good as CRM and while Excel is great for managing numbers, it’s not a good way to manage customer relationships.

CRM systems are an integrated work environment for marketing campaigns, sales and customer support in one central platform and works in an automated manner. This means that salespeople work side by side with their counterparts in marketing and customer support as an integrated system for common business goals.

Cloufone CRM benfits

Free Training & Fast support

Free Mobile App

support Arabic interface

Custom modules

Basic modules and features

Don’t lose touch with your tools

Since the platform is primarily directed to improve the marketing and sales service and those who work in most cases outside the scope of their offices, so the platform should be available with a cloud version that enables organizations to provide customers with an exceptional experience as it provides integrated functions and features that allow the company to compete effectively and provide the platform The following advantages:

Don’t lose touch with your tools

Since the Cloufone CRM platform is primarily directed to improve the marketing and sales service and those who work in most cases outside the scope of their offices, so the platform should be available with a cloud version that enables organizations to provide customers with an exceptional experience as it provides integrated functions and features that allow the company to compete effectively and provide the platform The following advantages:

  • It can be accessed from any computer connected to the Internet or through the phone application that works on android or Apple ios
  • No need to worry about complicated installations and technical glitches. All that is required is a stable internet connection
  • There are no requirements to pay for large servers, data centers, maintenance or hardware components in addition to technical support services that require a technical team to manage it
  • Automated data backup policies and professional data recovery plans, which means there is no chance of data loss or theft. It also includes password protection and full data encryption between the cloud and platform users
  • Connecting the organization’s landline, mobile and call center lines directly to the platform, receiving and sending calls without being restricted to a specific place, in addition to other more than wonderful services, all without the need for any additional equipment .. For more information visit Cloufone Call Center

Mobile Application

The mass migration of internet users from desktop PCs to mobile devices is increasing.
This changes the way you do business. Users and customers both expect information to be available and updated in real-time, not “when you get back to the office”.
Your sales teams need immediate access to the very latest business information from their colleagues around the world; your customers expect a mobile-first experience
Introducing mobile application to your sales team can be a dramatic change for the better. Your salespeople can update and synchronize information on the move, sharing real-time data from across the business
The platform provides a mobile application that works on Android and IOS devices, the application is available in two versions (Standard and Professional)

Mobile Application

The mass migration of internet users from desktop PCs to mobile devices is increasing.
This changes the way you do business. Users and customers both expect information to be available and updated in real-time, not “when you get back to the office”.
Your sales teams need immediate access to the very latest business information from their colleagues around the world; your customers expect a mobile-first experience
Introducing mobile application to your sales team can be a dramatic change for the better. Your salespeople can update and synchronize information on the move, sharing real-time data from across the business
The platform provides a mobile application that works on Android and IOS devices, the application is available in two versions (Standard and Professional)

Lead and marketing campaign management

  • Lead Management

The platform helps the marketing team identify, nurture, and follow up on good leads. This means that you will not waste time and resources on a potential customer who is not likely to become your customer, and you can target more leads more effectively and convert them into new satisfied customers within a short period of time.

  • Campaigns

The platform also provides you with the ability to analyze and track results and analyze the effectiveness of the marketing channels you use and their ability to attract more customers, which makes it easier for organizations to focus their marketing campaigns on the most influential channels or review their marketing plans for channels that have not performed the required role with what is known as the return on investment ROI catalog

Sales and contacts management

  • Contacts and accounts

Once an organization’s marketing team has identified a potential customer as “qualified,” the sales team is responsible for transforming the lead from a marketing potential to a sales qualified contact.

  • Deals (Opportunities)

An Opportunity is the specific sales deal being pursued . The Opportunity record will be related to the Lead or Contact record of the person with whom you are hoping to do business.

  • Commercial offers (Quotes)

the term quote designates a formal offer for products or services with set prices. The term ‘proposal’ can be used instead of a quote, but the meaning is the same.

Inventory management

  • Products & Services
  • Sales and Purchase Orders
  • Vendors & Suppliers
  • Invoices & Price lists

Support and after-sales service

  • Ticketing system
  • Service Contracts
  • Assets
  • FAQ

Project Management

  • Projects
  • Project tasks
  • Checkpoints

Analytics dashboard and reporting system

In order to make informed decisions you need real time access to vital customer data. Cloufone CRM offers comprehensive reporting that lets you quickly access historical and interactive data and gain deep insight into your business.
  • Real time Interactive Dashboard
  • Multi-level reporting
  • Create powerful, custom reports
  • Historical Trending
  • Complete business visibility from summary to detail
  • Analyze Business Issues Quickly and Efficiently

Calendar & Agenda

Document management

Professional modules and features

Mobile Application – Professional Edition

The platform provides a mobile application that works on Android and IOS devices, the application is available in two versions (Standard and Professional)
Professional Edition advantages:
  • Team Shift & Attendance
  • Live Team Tracking
  • Meeting Checkin/Checkout
  • Send SMS / Email / WhatsApp
  • Time Tracking
  • NearBy Customer on Map
  • Card / Asset Scanner
  • Multi upload Photos/Documents
  • Digital Signature
  • Push Notification

Mobile Application – Professional Edition

The Cloufone CRM provides a mobile application that works on Android and IOS devices, the application is available in two versions (Standard and Professional)
Professional Edition advantages:
  • Team Shift & Attendance
  • Live Team Tracking
  • Meeting Checkin/Checkout
  • Send SMS / Email / WhatsApp
  • Time Tracking
  • NearBy Customer on Map
  • Card / Asset Scanner
  • Multi upload Photos/Documents
  • Digital Signature
  • Push Notification

Integrate WooCommerce e-Store with Cloufone CRM

WooCommerce is considered one of the safe and stable e-commerce platforms, and Cloufone CRM supports linking with the platform, which provides a different management experience by linking the online store with the CRM and the ability to add products from the CRM with an automatic continuous update of the sales movement on the store with the CRM system

Integrate WooCommerce e-Store with Cloufone CRM

WooCommerce is considered one of the safe and stable e-commerce platforms, and Cloufone CRM supports linking with the platform, which provides a different management experience by linking the online store with the CRM and the ability to add products from the CRM with an automatic continuous update of the sales movement on the store with the CRM system

 All communication channels from one interface

Our goal is to make a real addition to your investment in subscribing to the Cloufone CRM platform by integrating the platform with all communication channels, which provides a single interface to manage all communication channels with your customers where you can make and record phone calls, WhatsApp conversations, e-mail and messenger, which provides a more dynamic work environment And flexibility that facilitates marketing, sales and after-sales service

 All communication channels from one interface

Our goal is to make a real addition to your investment in subscribing to the platform by integrating the platform with all communication channels, which provides a single interface to manage all communication channels with your customers where you can make and record phone calls, WhatsApp conversations, send and receive mobile SMS, e-mail and messenger, which provides a more dynamic work environment And flexibility that facilitates marketing, sales and after-sales service

whatever marketing channels you use in your business, you will find us supporting it!

   Built-in cloud telephony system

The Cloufone Center cloud telephony system could integrate with Cloufone CRM sales management systems, allowing sales staff to contact leads from within their sales management system while providing comprehensive information on prospects on every call.

  • Customer data is updated in real-time, so you don’t have to spend time entering new client information or manually updating contacts. This saves employees time and allows them to focus on other important tasks. It also ensures that customer details aren’t lost or entered incorrectly.
  • Improved Customer Satisfaction and Personalized Interactions The information you record for clients is easily accessible by all employees. This makes it easier to provide better customer service because your employees have the data they need at their fingertips. It also allows them to direct callers to the most appropriate employee based on that person’s expertise.
  • Easily Monitor Call Analytics that it allows you to easily monitor call analytics in one software. You can track live call data and manage reports in real-time so that you can not only see what’s happening now but also analyze historical information.
  • Improved Team Management allows managers to monitor their team’s activities. In addition to seeing what they are working on in real-time, managers can track KPI’s and measure metrics such as call time, the number of calls per day, call hang-ups, etc.

   Built-in cloud telephony system

The Cloufone Call Center cloud telephony system could integrate with Cloufone CRM sales management systems, allowing sales staff to contact leads from within their sales management system while providing comprehensive information on prospects on every call.

  • Customer data is updated in real-time, so you don’t have to spend time entering new client information or manually updating contacts. This saves employees time and allows them to focus on other important tasks. It also ensures that customer details aren’t lost or entered incorrectly.
  • Improved Customer Satisfaction and Personalized Interactions The information you record for clients is easily accessible by all employees. This makes it easier to provide better customer service because your employees have the data they need at their fingertips. It also allows them to direct callers to the most appropriate employee based on that person’s expertise.
  • Easily Monitor Call Analytics that it allows you to easily monitor call analytics in one software. You can track live call data and manage reports in real-time so that you can not only see what’s happening now but also analyze historical information.
  • Improved Team Management allows managers to monitor their team’s activities. In addition to seeing what they are working on in real-time, managers can track KPI’s and measure metrics such as call time, the number of calls per day, call hang-ups, etc.

   Add WhatsApp Power to CRM

With WhatsApp and Cloufone CRM integration, your business can respond to  customers quickly, even beyond office hours. This can help in improve customer satisfaction and provide new modern lead generation tool

  • Multiple Agents Run Customer Support on WhatsApp with shared inbox between multiple agents

  • Automation Setup workflow to send notification to Agents to customer on any updates of Record

  • InApp NotificationGet instant notification when customer send WhatsApp Message

  • Centralized Communication Manage WhatsApp Messages in a shared inbox and centralize customer communication in one platform

  • Multiple WhatsApp Manage WhatsApp Messages to contacts Against multiple WhatsApp numbers

  • Unknown Numbers Convert Unknown numbers to contacts from WhatsApp Timeline interface.
  • WhatsApp Analytics Get Analytics of Mass WhatsApp Messages sent to your Customer Analytics by messages shown send vs read ration for you to determine effectiveness of WhatsApp campaign.

  • WhatsApp chat bot allow you to build automatic reply system and receive customers message  and orders then routing customers to required employee

  • WhatsApp Templates Predefined messages template to quickly access during conversation

   Add WhatsApp Power to CRM

With WhatsApp and Cloufone CRM integration, your business can respond to  customers quickly, even beyond office hours. This can help in improve customer satisfaction and provide new modern lead generation tool

  • Multiple Agents Run Customer Support on WhatsApp with shared inbox between multiple agents

  • Automation Setup workflow to send notification to Agents to customer on any updates of Record

  • InApp NotificationGet instant notification when customer send WhatsApp Message

  • Centralized Communication Manage WhatsApp Messages in a shared inbox and centralize customer communication in one platform

  • Multiple WhatsApp Manage WhatsApp Messages to contacts Against multiple WhatsApp numbers

  • Unknown Numbers Convert Unknown numbers to contacts from WhatsApp Timeline interface.
  • WhatsApp Analytics Get Analytics of Mass WhatsApp Messages sent to your Customer Analytics by messages shown send vs read ration for you to determine effectiveness of WhatsApp campaign.

  • WhatsApp chat bot allow you to build automatic reply system and receive customers message  and orders then routing customers to required employee

  • WhatsApp Templates Predefined messages template to quickly access during conversation

   Mobile SMS

Get direct attention and deeper engagement from leads and customers via personalized text messages and campaigns with the platform.
  • Send personalized texts to all contacts with a single click Send personalized text messages directly from the platform to make your clients feel special and create trust. Schedule your text message campaigns with just a few clicks, and save them for future use.
  • Send promos, reminders, and ask quick questions
     Use bulk messages to send regular information on promotional discounts, events, and more to a specific segment of contacts. Send coupon codes, special festival discounts, and more without having to rewrite every single message with automated text messages.
  • Reach your leads at the right time with scheduled texts Cater to your clients’ requirements by scheduling text messages for each client within your working hours and deliver a personalized user experience with business text messaging CRM.

   Mobile SMS

Get direct attention and deeper engagement from leads and customers via personalized text messages and campaigns with the platform.
  • Send personalized texts to all contacts with a single click Send personalized text messages directly from the platform to make your clients feel special and create trust. Schedule your text message campaigns with just a few clicks, and save them for future use.
  • Send promos, reminders, and ask quick questions
     Use bulk messages to send regular information on promotional discounts, events, and more to a specific segment of contacts. Send coupon codes, special festival discounts, and more without having to rewrite every single message with automated text messages.
  • Reach your leads at the right time with scheduled texts Cater to your clients’ requirements by scheduling text messages for each client within your working hours and deliver a personalized user experience with business text messaging CRM.

   E-mail Marketing

Email marketing is used by thousands of businesses of all sizes .Those who are unfamiliar with this method of marketing may not immediately understand why it is so popular amongst companies in a variety of industries – but here are many reasons why email marketing is seen by many as the most effective marketing channel.

  • Low costs One of the most obvious advantages of email marketing is its lower cost compared to other marketing channels.
  • Better brand recognition Email marketing is a great way to develop your brand identity because it gives you a direct line to the email inboxes of your customers or potential customers. Once you begin creating valuable content for the customer, you’ll have an edge over your competitors.
  • Stronger customer relationships It’s nearly impossible to reach out to all your customers in person or by phone. Email marketing campaigns bridge that gap. You could even set up a drip marketing campaign to help you smooth out the process.

   E-mail Marketing

Email marketing is used by thousands of businesses of all sizes .Those who are unfamiliar with this method of marketing may not immediately understand why it is so popular amongst companies in a variety of industries – but here are many reasons why email marketing is seen by many as the most effective marketing channel.

  • Low costs One of the most obvious advantages of email marketing is its lower cost compared to other marketing channels.
  • Better brand recognition Email marketing is a great way to develop your brand identity because it gives you a direct line to the email inboxes of your customers or potential customers. Once you begin creating valuable content for the customer, you’ll have an edge over your competitors.
  • Stronger customer relationships It’s nearly impossible to reach out to all your customers in person or by phone. Email marketing campaigns bridge that gap. You could even set up a drip marketing campaign to help you smooth out the process.

 Marketing Tasks Automation

CRM automation is a predominant technology trend that almost all businesses are adopting at present. From obviating manual data entry to automating repetitive tasks to streamlining sales processes, the advantages of CRM automation are plenty.

Cloufone CRM with its automation features, offers many benefits to marketing, sales, and support teams, helping them become more efficient and productive.

CRM can automate routine tasks such as scheduling appointments, sending emails, and handling follow-ups. This saves precious time for team members so that they can focus on achieving strategic business objectives.

Marketing Tasks Automation

CRM automation is a predominant technology trend that almost all businesses are adopting at present. From obviating manual data entry to automating repetitive tasks to streamlining sales processes, the advantages of CRM automation are plenty.

Cloufone CRM with its automation features, offers many benefits to marketing, sales, and support teams, helping them become more efficient and productive.

CRM can automate routine tasks such as scheduling appointments, sending emails, and handling follow-ups. This saves precious time for team members so that they can focus on achieving strategic business objectives.

Cloufone CRM OTHER FEATURES

Dashboard customization

 

CRM customization

 

Custom modules

 

support arabic interface

 

  customers web form

 

sms notify

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