Products and Services / fCRM — Overview  

fCRM — Overview

fCRM (flexible Client Relationship Management) system is Cledar's central product. It helps you manage your sales processes, workflows, documentation, customer data, product data in a well-organised and effective manner.
The system is flexible, scalable and extensible. It can be incorporated in your already existing IT solutions. Its functionality has been implemented as a set of separate yet interacting modules, so it can be easily adapted to your specific needs.
The system supports a distributed business model and is capable of managing workflows and data across different companies and regions.
fCRM increases your staff's productivity, saves time and improves customer satisfaction.



Why fCRM?

Improved Quality of Service

consistent, easily accessible information on all customer service related aspects

Increased Staff Satisfaction

streamlined cross-departamental co-operation, friendly user interface (intuitive search mechanisms, visual hints, graphical representations), import of scanned paper documentation

Process Automation

better staff performance, reduced error risk, serial correspondence support

Quick Access to Consolidated Data

reports consolidating data distributed across departments, new types of reports easily generated with integrated Report Designer

Staff Evaluation

history of user's interaction with the system, complex data reports

Advantages:

Flexibility

The Client Relationship Module manages information about clients, staff and all external institutions involved in the company's workflows. The system features:

  • client contract management,
  • partner management,
  • company structure (departments, rooms, warehouses etc)
  • personnel training and inventory, and many more

All data change requests are logged in the system.

Data Security

The permissions mechanism defines the roles and the access rights in the system, manages the login names and passwords and logs the access to the system and undertaken actions.

Accessibility and Portability

For maximum ease of access and flexibility the system is based on a web interface. Consequently, the data can be retrieved or entered from any location without the need to install any dedicated user software.

Easy Installation and Updates

Thanks to its web-based architecture, installing and updating the system on users' workstations requires no action from the system administrators. This solution also offers the advantages of extensibility and scalability. A proxy server can be provided to allow intensive concurrent access.

External Systems Integration

The system can be integrated with company's existing systems, e.g.:

  • finance system
  • task management system
  • document flow system
  • access control system
  • ERP system

fMon Integration

The system's functionality can be further expanded by integrating it with another Cledar's product- the fMon system. fMon enables instant access to key environment parameters, e.g., temperature, humidity, pressure or CO2 levels in storage rooms.

Typical applications:

  • medical clinics
  • cable TV operators
  • telecomm operators
  • warehouses
  • insurance brokers
  • electricity providers
  • HR agencies
  • hotels