Last Updated on 7 years by RichBohn
This CRM Review examines Funnela.
In-Depth CRM Review
Flux Sp. z o.o.
os. Jana III Sobieskiego 1/38
CRM Category: Strategic Solution – Cloud
Sub-Category: Contact Manager
Seats: Small Business
About the Company:
About the Product:
Be up to date with your customers’ issues.
All information about your activities with the customer are gathered in one place. Funnela contains simple and functional CRM , Which is easy to use and does not require an introduce. When a customer rings, one glance is enough to know how and what to talk about.
- complete history of customer contact – be up to date in all cases
- define fields in the customer’s card – to save any details and do not miss anything
- filters and search engine – Desired find information immediately
- attach files – add any files to client card
- groups – categorize your client as you prefer
Monitor and Increase your sales
Manage sales in your company. Define your own stages of sales . Add new chance of sales and control Those already existing. Group sales information and share them with other employees. Start selling more!
- configurable stages of sales – fit your sales process to the business
- managing your transactions – control your income and expenditure
- filtering stages to meeting – get this important information quickly
- group sales – sales categorize as you prefer
- attaching files – add sales’ documents to the client card
Have a look at the activities in your company
Dashboard lets you be up-to-date with information about your activity in the system. You can get some basic information, lists of your outstanding and upcoming tasks and events. History of the employees’ activities is also available.
- history of users activity – find out what your colleagues are currently working on, comment events and use filters to show only important informations
- lists of upcoming issues – track current informations from all modules, see the upcoming meetings and tasks
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