Boost your customer relationship with eBrigade's integrated CRM

Customer relations, a key factor in an organization

The eBrigade integrated CRM is an essential tool for your organization. It optimizes customer relationship management, centralizes all information about your customers and prospects, and allows your sales teams to quickly access reliable data.

Designed to improve the efficiency of your teams, this CRM software allows you to delegate repetitive and time-consuming tasks, while maintaining precise tracking of each customer, quote, invoice and payment.

Thanks to this CRM for associations and businesses, you improve internal organization, increase productivity and boost the commercial performance of your structure.

Centralization of all customers

All your customer data and information are centralized in a single CRM database, accessible directly from the eBrigade platform. The fields and terminologies are fully configurable to adapt to your professional activity, whether it is an association or a company.

This CRM database is updated in real time and securely stored on eBrigade, allowing for optimal customer monitoring: history of interactions, appointments, transactions and commercial activities. Easily maintain your customer relationships and improve communication between your sales force and your customers.

For optimal organization, customer files can be categorized, classified and filtered according to your needs, providing a clear and personalized view of each customer.

All quotes and invoices generated in one click

The eBrigade CRM module allows you to easily generate your quotes and invoices online in one click. The CRM dashboard offers a complete view of all your existing documents, with the ability to quickly view, modify, add or delete them for optimal monitoring of your customer management.

Each quote and invoice is detailed: products, discounts, prices excluding and including VAT, and even the automatic calculation of the margin made by your company. You can integrate a secure payment link via Stripe, Paypal, Lydia, or HelloAsso, facilitating direct payment by your customers and simplifying the online invoicing process. Thanks to eBrigade, you maintain control over the status of each quote and invoice: quote accepted, quote pending, invoice paid or unpaid, inactive customer, etc. Everything is accessible at a glance for precise and efficient monitoring. The generated documents can be customized to reflect your organization's image: header, footer, legal information, and personalized notices. You can send your quotes and invoices directly by email from eBrigade or automatically follow up with your customers in the event of late payment, with a fully customizable message.

Strengthened collaboration between your teams

Whether it's for your sales department, your marketing department, or any other department, all teams can collaborate efficiently and productively thanks to eBrigade. The platform centralizes customer and sales information to improve customer relationship management and team coordination.

Each team can access the same data, according to personalized rights and authorizations, and work collaboratively. In addition to the integrated eBrigade CRM, the software offers an internal communications solution that allows you to share and transmit important information quickly and securely within your organization.

This optimizes customer tracking, and each member of the sales team can update sales, appointments, and customer information in real time, ensuring smooth organization and effective customer relationship management.