CRM EXTRA FUNCTIONS

EXTRA FUNCTIONS

The Opteamus CRM system so flexible that it could become a wedding planner, transporter, press monitor, editorial, or military system. The Opteamus CRM system very flexibly customizable, and by this we don't just mean that our existing screens can be supplemented with a few custom fields. Completely unique data types and forms customary in local business operations can also be created, meaning there is no complex product, material, or document that cannot be neatly recorded and retrieved in the Opteamus CRM system. It is no wonder that many people are not only familiar with the classic CRM system they use it not with functionality, but for the HELPDESK system, for an internal time tracking system, a meeting preparation system, or even a document management system, or perhaps an Integrated CRM HELPDESK as a solution.

Texts and document management

The Opteamus CRM system It is capable of handling not only fields and numerical data, but also free texts and attached documents. This is so true that the Opteamus also holds up as a document management system, with manual classification of documents, automatic indexing, version control, and very good searchability. The documents are not in a hidden directory, but are immediately visible in the customer history and other obvious locations.

Quick search, in Hungarian, with synonyms

One CRM In the case of a system, it really matters whether we find (and if so, how quickly) the contract we are looking for, the proposal we are looking for, or whether we find last year's Christmas gift list, or with whom we had lunch the other day at Vapiano. It's embarrassing if we can look up the birthplace of Sándor Petőfi faster with Google than finding the data listed above in our own system... One of the most important aspects in the design of Opteamus was data searchability, so this kind of embarrassment cannot happen with us. The unique associative data storage system of Opteamus, and its built-in fast search engine, understands Hungarian conjugation, synonyms, so searches are accurate and fast, clearly and measurably increasing employee efficiency. For this topic, which is exciting in itself, it is worth reading our very specific articles on our blog: Quick search versus types, Undocumented Google developments?, To earn well

Making lists as needed

Beyond our ready-made lists, you can create any number of new lists and add them to the Opteamus CRM system. The new lists can be created using SQL, or they can be made with the help of our List Wizard. You do not need to know SQL to use the List Wizard, you just need to select the appropriate data and conditions. Medium-complexity itemized or summary reports can be created easily and quickly by anyone, and professionals can even modify the final results manually. The completed lists can be categorized, parameterized, scheduled to run, and their results can be displayed on the screen, or exported to Excel or XML files. Our serious users create their own lists by the dozens, even without our assistance.

Multilingual and renameable

The Opteamus Hungarian CRM system, but it was originally designed as a multilingual system. It already speaks Hungarian, German, and English, but we can also teach it any new language, even within 48 hours. The great advantage of multilingualism is that Hungarian texts can also be flexibly modified, so any label, field name, or error message can be renamed.

Flexible security system

The Opteamus CRM security system is sophisticated and individually customizable. If necessary, it can adapt to the organizational hierarchy, if needed, it can be a simple tiered system, if needed, a custom role-based system, or any combination of these. The enterprise security system not only provides different write and read permissions for datasheets and materials, but all of this can also be set down to the details of those materials, at the field level. Moreover, the system logs every significant action of users with nearly military-level logging.

Flexible alert system

The Opteamus CRM system can not only remind you of issued tasks and important dates. In the system, viewing can be requested, so we can receive notifications for the arrival or change of any data. Similarly, it generates alerts for internal communication, public interest news, mentions, comments, and "likes," similar to how Facebook operates. All of this, of course, is also available via email.

Email and calendar integration

The Opteamus not only has an internal calendar, but it can also be accessed from an external calendar through a standard ICAL interface as a unique data source. The Opteamus is, of course, capable of sending personalized and mass emails, as well as receiving incoming emails.

Interface connections to foreign systems

Our Opteamus system can connect to other similar systems through unique interfaces, either instantly online or with daily updates. From the Winner administrative system for example, we can take over the master data of existing customers, as well as their current financial information, such as receivables or orders. The billable items generated in Opteamus can be immediately transferred to the For the Flexibill invoicing system.

All this at once - competitive advantage

One swallow does not make a summer, just as even these most advanced capabilities do not revolutionize business operations on their own. However, collectively, they equip their user with such dynamics and additional knowledge that the user can very likely convert into a competitive advantage. That can be searched from a smartphone in the car the customer's address and with one click Google Map already shows the way, so that with a few clicks we can prepare in the morning coffee for our current cases, so that during a meeting we can find and read a relevant contract draft with a single quick search from our mobile, so that in the afternoon at home, with a tablet in hand on the couch, we can check what others have done that day - this is already the 21st century... For us, THIS is Meaning of CRM.