Welcome to Cloud 9

Our Fully Automated CRM System

Customer Relationship Management (CRM) refers to all strategies, techniques, tools, and technologies used by enterprises for developing, retaining and acquiring customers. The goal of Cloud 9 CRM system is to improve your customer relationships and grow your business.

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Benefits that help you grow

Why choose Cloud 9?

A powerful and customizable CRM system, featuring fully fledged sales and service modules

Cloud 9 Features

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Streamlined Sales Process

1
Lead Management

Capture primary and preliminary information about possible future clients. Get a complete view of your clients’ data, all in a single place.

2
Opportunity Management

Successful leads are turned into opportunities- paying customers- resembling potential sales deals that will grow your company’s revenue.

3
Client Engagement

Keep track of your customers in B2C or B2B sales. Get a 360-degree view on customers from early contact, throughout different opportunities, all the way leading to aftersales support.

4
Documents Generation

You can create warranty and completion certificates as proof of delivery and completion.

Robust Service Structure

Create maintenance contracts to govern the relations of the aftersales agreements (number of visits, inclusion of spare parts and more.)

Identify and track resource mobilization that will carry out visitation to clients and perform the maintenance activities.

Visits are automatically scheduled and generated on the calendar; allowing the service manager to allocate available resources to these visits.

Identify and track resource mobilization that will carry out visitation to clients and perform the maintenance activities.

Visits are automatically scheduled and generated on the calendar; allowing the service manager to allocate available resources to these visits.

Get instant service team tracking, live updates and feedback, and adjust your progress accordingly all through a live updated map that shows on route resources by being directly connected to Cloud 9 service mobile app.

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Track your team's activity on the map

Track Team
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Instant Notifications and Activity Management

Stay on top of your activities by receiving reminder and notifications on important dates. Schedule your activities and track them as well so that you are always one step ahead

Pre-Built Dashboard and Reports

With more than 30 pre-built dashboards and reports, you will always stay informed of your sales figures, customer needs and performance

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User-Friendly Mobile Application

Manage all maintenance activities through the Service Companion Mobile Application

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Check Today's Visits Schedule

As a technician, you can check your schedule each day through the mobile app and see all visit appointments with their details.

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Update Visit Status

You can mark On the way, Arrived and Completed status, and the timing will be filled automatically on Cloud 9.

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Fill in the Job Report

Upload the maintenance tasks performed and the end result per product.

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Get Client's Signature

The client signs the job report and writes down his notes.

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Sync to Cloud 9

The job report is synchronized back to the main CRM web application.

Update Visit Status

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Fill in the Job Report

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Get Client's Signature

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Sync to Cloud 9

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