360 Partners Overview
The counterpart profile in the CRM module is a universal interface for both querying and performing various operations. It contains information collected from all other modules of the system. Employees can see the statuses of orders, invoices, payments, as well as current and future deliveries to offices and warehouses.
The folder itself offers a multitude of analyses and graphs. It offers aggregated information on the status of the counterpart – volume of sales/orders, receivables, liabilities, available advances and deposits, balance sheet. All of this is sufficient to let you see its current state at a glance.
SalesRay's CRM module enables the individual types of counterparties to be defined. This will allow you to achieve better segmentation of individual customers/suppliers and create specific pricing policies and promotions. Reports and analytics by customer type will give you important information about revenue streams and help you set the right priorities.
In order to fully benefit from the CRM module functionality, we also provide the opportunity to create different status reports for your counterpart. This can help categorize them in a useful way, for example - client activity - signed contract active, inactive, incorrect, etc. The categorization can be freely changed and specific features added.
Full contact information
Every counterpart file contains information about contact persons, addresses, bank accounts, persons who performed transactions, events, as well as the possibility to upload different file formats and documents. By just glancing at the counterpart file, you can obtain a complete picture, both of your financial relationship with the counterpart and your contacts with them.
Settings and Automation
The wide range of additional settings and automated features for working with counterparts, such as tax transactions, deadline for payment of financial documents, limit management and notifications of important events, make the daily life of your personnel considerably easier. Other features, such as customer limit, will help reduce the risk of overdue debts and improve your company's financial picture.