Documents Templates Library

Document flow can complicate the work of any company. At the same time, the accuracy of drafting documents is mandatory. Contracts, invoices, or bills of lading - each of these documents requires time and skill to draw up. What if the company needs to create hundreds or even thousands of standard documents every day? This causes difficulties of the following types:

The responsible staff spends time not on working with clients, but on drafting documents;
Manually created documents are more prone to errors, especially if the document flow is very intensive.

Don't waste your employees' time on paperwork! CRM from IPTel offers to automate the entire process of creating standard documents. Upload your document templates and insert dynamic fields that you can automatically populate with customer data as you pull it from your customer card database. Additionally, you will be able to perform the following actions with downloaded templates:

Customize them if necessary with a simple editing function;
Pull information about products from your catalog into the document template;
Pull customer payment data to the template.

Using libraries to load your documentation templates into our CRM is your opportunity to:

create necessary documents in a matter of minutes;
reduce the time spent by the staff on working with documentation;
reduce the risk of errors in documents;
increase customer loyalty, because they will receive the necessary documents almost instantly!

Don't waste time working with documents. Optimize your company's work and reduce the burden on your staff by using the simple, convenient and customizable automatic document generation function in CRM.

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A simple tool for creating sales funnels that will reduce the burden on your managers.
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Storage of the History of Customer Interaction

CRM with built-in telephony from IPTel allows you not only to maintain a customer database with complete information about customers, their contact details, and additional notes but also to store the entire history of interaction with each customer.

The customer interaction history library enables company management and employees responsible for communication to quickly access:

Information about customer applications;
Data on the interaction of customers with the company (contacts using the site, calls, e-mails, etc.);
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All documents related to the client and his history: invoices, acts, contracts, sent commercial offers.

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The history of customer interaction allows you to reduce the risk of errors in communication with customers, helps managers to improve customer service and increases the reputation of the company in the eyes of customers.

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Integration with Your Website’s Web Forms

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Communication delays due to heavy workload on managers responsible for feedback.
Mistakes caused by the "human factor", when the manager manually makes mistakes in the customer's contact information and, as a result, cannot contact him quickly.

The function of uploading your site's web forms to CRM from IPTel will help you avoid these mistakes.

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Quickly process applications,
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We offer you to take advantage of the possibility of integrating all web forms from the site into CRM including callback forms, comments, and order forms. And the built-in CRM telephony from IPTel will allow you to immediately set up communication with customers in a single interface. You can create callback forms that, when filled out, will be processed by the system, and then CRM will automatically dial the number of the responsible employee or department and connect the customer with them.

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Analytics Tools and Reports

Businesses talk by figures. Thus, reporting for any department of the company is mandatory, because based on this data, the owner or CEOs can evaluate performance, correct work deficiencies, and plan further strategies.

Such analytical tools for evaluating work with clients and the level of customer service of the company are offered by our CRM with built-in telephony.

The CRM interface provides a convenient monitoring panel for managers and business owners. It already has integrated all the main tools for creating reports, and the data of work with clients is downloaded in real-time.

It is simple and convenient for all company’s levels of responsibility:

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