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Process and Work Tracking

mez eSoft CRM enables the effective planning and tracking of business processes and tasks. Senior users can define related workflows while creating tasks; thus, processes are monitored step by step, ensuring that tasks are completed accurately and on time.

The progress of tasks and processes can be regularly monitored, and quick interventions can be made when necessary to optimize the workflow. 

Tracking Form Data

Stored data is examined and evaluated using the analytical tools within our CRM platform. The analytical insights derived from this data are visualized in the form of charts and reports.

These charts provide a deep understanding of customer behaviors, preferences, and trends. In this way, the effectiveness of marketing campaigns can be evaluated, customer segmentation can be performed, and the target audience can be better focused on.

 

Charts and reports play a vital role in business decision-making and strategic guidance.

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süreç CRM

Task Tracking

On the task tracking side, the system regularly reports the status of assigned tasks (completed, in progress, overdue, etc.). This allows managers to closely monitor task progress, take necessary actions to ensure processes are completed on time, and make the workflow more efficient.

In both customer-oriented form data and operational task processes, it enables companies to make more informed decisions and base their strategic directions on reliable data.

with mez eSoft CRM

Take Advantage of the Exclusive Features We Offer to Our Clients

mez eSoft CRM provides the most user-friendly panel, serving all industries with ease.

Form Management

Organize leads with form management and seamlessly transfer them to client records.

Client Management

Verify incoming data, assign roles, and manage client information efficiently.

Customer Support Management

Manage interactions with potential clients to improve satisfaction.

Role Management

Define permissions and access areas for each role with full flexibility.

Task Management

Assign tasks, set priorities and deadlines, and track progress with ease.

Reporting & Analytics

Detailed reports for campaigns, financial tracking, and company performance.

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