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 Cloud9 CRM system is to improve your customer relationships and grow your business.
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A powerful and customizable CRM system, featuring fully fledged sales and service modules
The system features sales and service modules with latest technologies in web app development:
The system offers you an out of the box integration with our custom-built Enterprise Resource Planning (ERP) solution “LIBRA”. This seamless integration provides a full solution covering the sales and service cycles in the CRM to financial and inventory cycles in the ERP.
Cloud 9 does not require a state-of-the-art infrastructure as it can be installed locally at your servers and, alternatively, it can be hosted on the cloud.
Cloud 9 can be accessed by an unlimited number of users for a single instance and does not impose a user or device license. The implementation is based on a one-time fee.
Cloud 9 offers a simple and complete CRM experience for sales and service activities. Its easy deployment makes the implementation time very short compared to other CRMs.
With its intuitive and simple design, users will have a minimal learning curve to get acquainted with all its features and benefits.
Cloud 9’s price point provides a competitive advantage as it is easily implemented for small to mid-sized business.
Capture primary and preliminary information about possible future clients. Get a complete view of your clients’ data, all in a single place.
Successful leads are turned into opportunities- paying customers- resembling potential sales deals that will grow your company’s revenue.
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.
You can create warranty and completion certificates as proof of delivery and completion.
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.
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
With more than 30 pre-built dashboards and reports, you will always stay informed of your sales figures, customer needs and performance
Manage all maintenance activities through the Service Companion Mobile Application
As a technician, you can check your schedule each day through the mobile app and see all visit appointments with their details.
You can mark On the way, Arrived and Completed status, and the timing will be filled automatically on Cloud 9.
Upload the maintenance tasks performed and the end result per product.
The client signs the job report and writes down his notes.
The job report is synchronized back to the main CRM web application.
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