Customer Relationship Management

Send the right documents to the right people - speedily

Whether you are sending account statements, promotional material, or information, this module allows you to better target your communications with the help of automatic mailing lists created using Acomba data according to the criteria of your choice (e.g., territory, account age, date of last purchase, credit line).

With this function, you can avoid postal charges, expedite document forwarding, and even develop communication strategies.

Turn your Acomba system into a call centre

Using the same criteria, you can create call lists and associate them with different people according to their tasks, specialties, or responsibilities.*

With these lists you can, for example, call only those clients with credit over 60 days past due (financial management), or those whose last transaction dates back more than one year (marketing).

You can also send automatic text messages to salespeople who are often on the road. The CRM module is still extremely effective when it is used at the office by a single person.

Centralize all your customer information

The Acomba CRM module adds a variety of functions to the client interface. For example, you can attach copies of forms, invoices, and orders in a single click. You can also make notes and follow-up comments, which is particularly useful if you intend to use the call centre.