Discover our integrated CRM to manage your customer relations

Customer relations, a key factor in an organization

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

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 makes it possible to accentuate the organization of the structure and, thus, its performance.

Centralization of all clients

All your customers' data and information are referenced and centralized on the same database, accessible from the same platform. The fields and terminologies can be configured to fully adapt to your activity.

The database is completed and enriched in real time while being stored on eBrigade. This storage of information also allows 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 files can be categorized, classified or filtered when displayed.

All quotes and invoices generated in one click

The eBrigade “CRM” module includes the generation of quotes and invoices in one click. The dashboard allows you to view all quotes and invoices that already exist but also the possibility of modifying, adding or deleting them.

The quotes and invoices are complete and detailed: products, discounts, prices excluding VAT and including VAT and even the margin your company makes is calculated automatically. 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, the customer can make payment securely.

You maintain control and monitoring of the status of each quote and invoice (quote accepted, quote pending, invoice paid, invoice unpaid, inactive customer, etc.). A glance is enough to get a visual on the status of customers.

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

After each document 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 unpaid debt by this same means in a few clicks with a personalized message.

Strengthened collaboration between your teams

Whether for your sales, marketing or other department, all departments can collaborate with eBrigade in an efficient and productive manner.

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

Monitoring is thus maintained for each customer and sales updates can be published by each member of the sales teams.