Customer Relationship Management
Optimize customer management with Integria IMS
Keep built-in tracking of support contract management, software licenses, and expirations. Issue invoices easily and efficiently.
Simplify customer management from a single tool!
Create and manage businesses, contacts, contracts, and invoices from a centralized location. That means you can optimize and improve your relationship with customers, saving time and promoting better communication.
Businesses
The company is a fundamental CRM element.
The role of the company is a basic identification to be able to apply filters, and you can easily customize roles and fields such as tax ID, country and address for invoices.
In addition, as in other Integria IMS elements, it is possible to create custom fields for companies.
Custom fields are grouped into “custom field sections” to be able to see and manage that information by blocks.
Contacts
Contacts are business-related; any Integria IMS user with access to a business can view their contacts, contracts, and invoices.
Invoices
Find out when there are invoices issued uncollected, and control when and how much has been billed to a particular company.
Create invoices, attach the appropriate files (purchase order, offers, etc.) and block invoices so that only the creator can modify them.
Conoce cuándo hay facturas emitidas sin cobrar, y para controlar cuándo y cuánto se ha facturado a una empresa particular.
Crea facturas, adjunta los ficheros apropiados (la orden de compra, ofertas, etc) y bloquea las facturas para que solo el creador pueda modificarlas
Contracts
Identify different types of contracts, such as services and software licenses, and customize specific fields.
Associate contracts with a company and link contracts to one or more invoices.
Generate a PDF with contract data to generate “certificates” or “formal documents” that include the contract ID, customer name, contract validity dates, and custom data.
Leads
Integria IMS allows effective control of commercial leads, improving the sales process and increasing the chances of success.
Use our API to integrate potential lead sources into your Integria IMS system and start tracking them, assigning them owners to ensure that all your business opportunities are dealt with in a timely and effective manner.
Gestiona la actividad de leads a través de emailsManage lead activity through emails
With Integria IMS you can manage and optimize the commercial activity of your leads through emails. This Enterprise feature will allow you to keep the conversation with leads updated and upload files automatically, which will result in a significant improvement in the productivity of your team.
Generate leads through a web form
Create new leads with the contact form on your website to enter the information of your leads automatically in Integria IMS.
Manage lead activity through emails
With Integria IMS you can manage and optimize the commercial activity of your leads through emails. This Enterprise feature will allow you to keep the conversation with leads updated and upload files automatically, which will result in a significant improvement in the productivity of your team.
Generate leads through a web form
Create new leads with the contact form on your website to enter the information of your leads automatically in Integria IMS.
Integria IMS Trial! Get started with your 30-day trial
Integria IMS Trial! Get started with your 30-day trial