Discover our integrated CRM to manage your customer relations

Customer relations, a key factor in an organization

CRM software is an asset for the organization. A real ally for your sales force, the online tool optimizes customer relations while offering a solution for centralizing information.

As the main mission for your sales teams, the software supports them and allows them to delegate time-consuming tasks while having access to streamlined information.

This modern method of managing your customer portfolio allows you to accentuate the organization of the structure and, thus, its performance.

Centralization of all customers

All your customer data and information are referenced and centralized in a single database, accessible from the same platform. Fields and terminologies are configurable to fully adapt to your business.

The database is completed and enriched in real time while being stored on eBrigade. This information storage also allows for optimal monitoring of each customer (history, appointments, etc.). Commercial relationships are maintained and the link between the sales force and customers is ensured with ease.

For greater clarity, customer records can be categorized, classified, or filtered when displayed.

All quotes and invoices generated in one click

The eBrigade "CRM" module includes one-click quote and invoice generation. The dashboard allows you to view all existing quotes and invoices, as well as the ability to modify, add, or delete them.

Quotes and invoices are complete and detailed: products, discounts, prices excluding and including VAT, and even the margin your company makes is automatically calculated. In addition, a payment link can be included among these documents, creating a shortcut for each of your customers. Thanks to our collaboration with Stripe, Paypal, Lydia, or HelloAsso, customers can make payments securely.

You maintain control and track the status of each quote and invoice (quote accepted, quote pending, invoice paid, unpaid invoice, inactive customer, etc.). A quick glance is enough to visualize the status of customers.

The documents are generated automatically but remain customizable (header, footer, information, etc.). You can modify these documents to reflect your organization's image for your customers.

After each document is generated, it is possible to send it directly to the customer by email from eBrigade or to follow up with a customer in the event of non-payment through the same channel in just a few clicks with a personalized message.

Strengthened collaboration between your teams

Whether it's for your sales, marketing, or other departments, all departments can collaborate with eBrigade efficiently and productively.

All teams can access the same information, based on authorizations, and work together. In addition to the integrated CRM, eBrigade software offers an internal communication solution to enhance the transmission of information within your organization.

A follow-up is thus maintained for each customer and sales updates can be published by each member of the sales teams.