An easy-to-use, cloud-based CRM

100% adjustable to boost your sales and business processes

Our features

Everything you’ll need

A comprehensive view of its clients.

Custrela CRM gives you a 360 degree view of your customers and a review of all sales activities in one place.

For each client, you can track all the important information that you or your colleagues have recorded.

With all the basic information at hand, your staff can establish excellent business relationships with customers.

  • 360 degree view.
  • It is possible to view the financial statements of your ERP system.
  • View corporate locations on the map (integration with Google Maps).

Support for the sale.

 

Custrela CRM helps you manage the sales process from the first contact with the customer to the final purchase and after sales support. At any time, you have a complete overview of all sales opportunities.

Your sales process can be partially automated: some process steps can be expected to be executed and executed automatically (creating follow-up activities).

  • Flexible sales process.
  • Automatic creation of sales activities.
  • Filtering opportunities through various criteria.

Organize the sales team using the calendar.

Custrela Calendar allows you to control various activities for you and your colleagues. It offers much more than standard calendars: you can monitor different types of activities, which you can simply associate with your clients: meetings, calls, tasks, services, etc.

View the schedules of several employees at the same time, allowing you to effectively supervise your sales team and facilitate the search for common free periods.

  • Integration with iOS and Android mobile phones.
  • Potential integration with other calendars (Outlook, Google).
  • SMS messages and email reminders for important activities.

Support marketing operations.

Custrela Includes a built-in module to manage different types of marketing campaigns. Potential contacts can be filtered according to the desired standards. For selected contacts, you can create marketing campaigns (events, seminars, email, direct marketing, etc.).

  • Possibility of printing labels and envelopes.
  • Calculation of the gross margin of the campaign – general performance report.
  • Contact filtering by past campaigns.

Monitoring support, complaints, and services claims.

Custrela allows you to monitor customer complaints from the first contact (received or e-mailed) to the end of customer support.

There are also possibilities for capturing incoming email messages and automatically sorting them according to priorities, implementers, and support areas.

  • Potential integration with IP telephony.
  • Automatic capture of support claims.
  • Record a response from the support team.

Interactive panel with key performance indicators.

The Custrela Dashboard can display many reports in one place. Provide an instant view of key performance indicators in your company.

The dashboard can be customized and edited to show only data that’s important to you.

  • The interface is customizable.
  • Possibility of sending free SMS messages.
  • It is possible to create several different boards.

What we do

Total security of data

Reliable operation of the system

To enable your work to run smoothly: we take care of the servers and all the necessary infrastructure so you can focus on your business.

Secure 128-bit SSL connection

All data between the Custrela CRM system and the user is encrypted using the SSL protocol (the security socket layer).

100% security of your data

Strict security standards: security room, backups in another location, database copying for each client, and the possibility of restricting access to IP addresses.

 

Rights of users and

registration of activities.

Ability to restrict the access rights to individual parts of the system for users or

groups of users who have a record of activity in the system.

INTEGRATIONS

Integration with ERP systems

Custrela is compatible with several ERP information systems, such as Pantheon, SOAP, MS Navision, SAP, Largo, Basque, electronic invoicing, etc.The standard integration includes bidirectional synchronization between companies and contacts, the reference of offers and orders in one direction and the transfer of financial data from the ERP system to Custrela. The integration with ERP is closely integrated into the sales process, which is identified in Custrela.

Custrela API

Custrela supports the interfaces of the application programming interface (API) for integration with other software solutions. With the help of the APIs, Custrela can connect to any other application.

The Custrela API is correctly configured according to different operations.

 

  • Flexible API interface
  • Connectability with several programs.
  • Simple use (documentation)

Integration with IP telephony.

The Custrela system is compatible with different IP systems: Avaya, Megatel, Centreks, Alstar, Asterisk, Cisco.

The link works for incoming and outgoing calls. When you receive a call, Custrela automatically recognizes the contact, opens the customer’s card and provides the space to enter its content.

Incoming calls can be made simply by clicking on a phone number in Custrela. This involves a call in the center and at the same time opens the form where you can write the content of the call.

Integration with bulk email and marketing automation software.

 

Custrela supports several marketing programs for mass communication with your contacts and marketing automation. Communication with mass email programs (MailChimp, Campaign Monitor) is bidirectional, so you can also follow the results of the statistics campaign in Custrela. Custrela is also compatible with several marketing automation systems for more detailed monitoring of potential customers and marketing automation (Net Results, Sales Manago, Intercom, Slack, etc.).