Client Management

Client management enables more direct and effective communication with clients through form features within CRM. Through these features, custom forms can be created and stored to collect client requests and feedback.

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mez eSoft CRM

Client Management

You can get quick feedback from your clients by sending SMS surveys from eSoft CRM, or you can learn more about their needs by answering their questions directly through forms in CRM. You can set only the clients who need to receive it, and you can use email marketing to send email notifications to your clients. In this way, it is possible to offer customized solutions to customers and respond more accurately to their expectations. In addition to increasing customer satisfaction, form management also increases the competitive advantage of the company by strengthening customer relations.

danışan yönetimi CRM
form yönetimi crm

Interaction Management:

Interaction management provides a fundamental solution for organizing and optimizing communication with potential customers. In this context, by creating interaction with customers. It is ensured that these channels are used effectively to reach customers through different communication tools such as e-mail, telephone, SMS and to understand their demands. This is an important step to increase customer satisfaction and strengthen customer relationships.

Contacting Clients:

Client Management allows you to interact with potential customers through one-to-one communication channels. With a page where you can view all the information you know about your customer and all the actions you have taken, it enables you to manage communication processes meticulously in order to handle customer requests quickly and effectively, increase their satisfaction and establish long-term customer relationships. It also offers alternatives to increase communication.

Feedback and Follow-up:

Client management plays an important role in recording client feedback and monitoring processes. Upon contact with potential customers, customer feedback is evaluated and helps you to create new solutions based on this feedback. It provides a note and information screen where you can track customer requests and issues on a regular basis. In this way, customer satisfaction is continuously increased, strengthening the company’s reputation and competitive advantage.

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Features We Offer to Our Customers

mez eSoft CRM system has the most useful panel serving the entire industry.

Form Management

Ensuring that the lead data received through form management is transferred and displayed at the client management.

Client Management

In client management, incoming client information is verified, distributed to roles and gets organised.

Customer Management

Managing interactions with potential customers and maintaining one-to-one contact with them

Role Management

With role management, selecting the fields that each user can view and providing role-specific task definitions.

Task Management

With task management, defining user-specific tasks, determining and tracking their duration and task priority given.

Reporting and Analysis

Follow-up of campaigns, follow-up of financial income and expenses, company analysis.

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