CRM module overview

The CRM module of Hsabati is an essential tool for efficiently managing your business relationships. It centralizes all information related to your leads, customers, suppliers, and contracts, offering a clear and unified overview.

Beyond simple contact records or contract management, this module perfectly illustrates the synergy between the different features of the Hsabati platform. Together, these features form a coherent ecosystem designed to simplify and enrich your business processes.

Why use the CRM module?

Data centralization:

The CRM module allows you to manage, edit, and organize information about your leads, customers, suppliers, and contacts all in one place. For example, thanks to intuitive tools, you can:

• Create records or update existing ones, whether it’s for a customer, supplier, or lead.
• Archive records or contracts that are no longer active while preserving a history.

This centralization prevents duplicates and input errors while providing a global and accurate view of your business relationships.

Effective prospecting:

Lead management is at the heart of this module. Hsabati allows you to track their progress with features such as:

• Tracking prospecting stages to quickly identify which leads to follow up with or convert.
• Changing the status of a lead to reflect the progress in your sales cycle.
• Easily converting leads into customers while giving you the option to control or restrict this action to avoid mistakes.

Simplified contract management:

With Hsabati, your commercial contracts become a living tool for monitoring. You can:

• Create new contracts to formalize your commitments.
• Modify or archive contracts based on their current status.

This monitoring is directly linked to the customer and lead records, ensuring consistency between your data.

Enhanced customer relationships:

Hsabati’s CRM goes beyond simple administrative management. It offers tools to personalize your interactions, including:

• Adding specific discounts for each customer based on your commercial agreements.
• Displaying or hiding certain information on customer records to tailor the interface to your needs.

These features enable you to build a customer relationship based on personalization and transparency.

Interconnection for smooth management:

The true strength of Hsabati’s CRM lies in its interconnection with other modules on the platform. Any changes or actions in the CRM are naturally integrated into the overall business management process, avoiding repetition and improving productivity.

Finally, you’ll experience firsthand how the Hsabati CRM module is a powerful tool to structure, optimize, and energize your business relationships.

Feel free to check out our practical guides: https://help.hsabati.com/. You’ll find all the keys to mastering the CRM tool and managing your business effectively!