Contents

System Overview

Here is a general overview of APRO CRM for business automation

The system entry is protected by your personal login and password. You can sign in from anywhere, using any browser without having to download any software:

The system offers a corporate portal — your company internal website, where you can post and store any information of the company, which is not subject to public disclosure: files, documents, instructions. etc. Accumulating this data will help you gradually build your company bank of knowledge:

Viewing and editing access permissions for the corporate portal entries can be flexibly adjusted for individual users and for departments (see Instructions).

The feed allows sharing internal company news and creating discussions and polls about important topics:

You can create your company organizational chart with its departments and branches right in the CRM (see Instructions):

Add employees to the CRM or invite them to self-registration (see Instructions):

You can apply flexible settings to contact profile in order to adjust it to our company needs. For instance, your HR managers can add custom fields to user profiles in order to record and store specific information about each employee (see Instructions):

You can set access permissions not only for user profile as a whole, but also to selected fields in it. This will allow you to compile a very profound user database, avoiding the unnecessary details disclosure (see Instructions):

You can easily manage the CRM users from HR panel:

Monitoring the CRM attendance is also most convenient from HR panel:

Use the internal CRM messenger to chat with your colleagues. Share files and open discussions in private conversations (see Instructions):

APRO CRM offers a very convenient task manager to assign your employees tasks and monitor their progress. You can use the internal online chat to discuss the tasks and control hundreds of them at a time by grouping them in folders and tagging them, which also allows you to compile tasks progress reports by stages (see Instructions):

APRO CRM comprises multiple functions that allow full automation of client interaction: create business processes for your company and log all the history of client communication (see Instructions):

In addition, you can store any data related to your company in a structured way. Each industry is characterized by specific types of data: products database for retailers, catalogue of properties for real estate, model and test drive database for car dealers, appointments and specialists consultations for clinics, cases and court sessions for law firms, etc.:

The selection of profile fields can be flexibly adjusted for any type of CRM object:

The variety of fields associations is abundant: you can create subordinate fields to display the values dependent on the values of main fields. It is also possible to introduce mandatory fields and hide fields contents depending on other fields contents. There is also a wide range of field types: text, numeral, date, time, single/multiple choice, price, geographical map, file, etc. The CRM supports custom fields creation (see Instructions).

You can build complex intertwined logic/mathematic associations among the fields (see Instructions).

The contact section is designed to accumulate, store and filter information about all your company clients and partners.

All the data about a contact is stored in its profile. You can also create custom additional fields within contact profile, add associated contacts to it, register payment details in it and log its interaction history in the chronological order.

In addition, you can view all the deals and activities of a contact in its profile — as well as user comments, all incoming and outbound calls (including their recordings), messages, online chats, invoices, marketing campaigns, business processes involving the contact and documents created for it:

Deals section displays the sales list of your company and its sales funnel:

You can assign one or several users to supervise certain deals, objects, contacts or activities.

You can also create tasks from any deal, object, contact or activity profile and attach the profile to the supervising user with the option to add reminder notification for yourself and other user/-s:

All the notifications you create are displayed in the organizer. As the event you wish to be notified about approaches, the CRM reminds you about it in a pop-up browser window, a push message on your mobile phone, or via email/SMS, if you are offline (see Instructions):

APRO CRM can be integrated with any IP telephony provider:

You can connect any IP telephony provider offering SIP protocol connection (see Instructions).

Enjoy all the advantages of virtual PABX right in the CRM: users can make outbound calls straight from contact profile just by one click and chat with clients in the browser or over the SIP phone.

All the incoming and outbound calls history (including conversations recordings) is stored in contact profile (see Instructions).

You can process incoming calls following ready-made scripts of any algorithm: call to an individual user or to a group, IVR and internal extensions, forwarding to external numbers and devices, voice greeting, redirecting to the supervising user, calls distribution depending on operators availability/call duration, voicemail, etc. (see Instructions).

You can connect several telephony providers and call different destinations by the most advantageous rate or add several phone numbers to receive calls filtered by advertising channels.

To provide for smooth call center operation, use call center scripts.

APRO CRM allows you to flexibly adjust access permissions for individual contacts/objects/activities/deals or their groups.

You can differentiate between viewing and editing access permissions and restrict access even to selected fields in contact/object profile:

It is also possible to introduce access restrictions by IP address. For example, you can restrict the access to the CRM to anyone except the administrators from anywhere outside the office (see Instructions).

Logs display all the viewing and editing activity of users in the CRM and ensure extra security (see Instructions).

Add all the email accounts of your company and users to the CRM, share the access to them and send email messages right from the CRM (see Instructions):

APRO CRM cloud file storage is integrated with Dropbox: you can synchronize any files on your computer desktop with the CRM, share the access to them and be sure all the changes in it will automatically be displayed to your colleagues (see Instructions):

Use APRO CRM document flow system to quickly generate contracts, commercial offers and quotes, instructions and presentations with data from contact/object/deal/activity profile filled in them automatically. Add your company document templates to the CRM, arrange them with your company logo and signature, if needed, and set the access permissions for documents creation. There is no longer any need to copy and paste the data for every document the company issues — create your documents using templates quickly and easily right in the CRM and save them in the relevant contact profiles automatically (see Instructions):

Issuing/printing out/mailing an invoice is no longer a problem either. Besides, the CRM supports stock records and invoice creation (see Instructions):

Campaigns are designed to facilitate your bulk email and SMS marketing. All the email and SMS messages ever sent to a contact are stored in the relevant contact profile (see Instructions).

You can use external online chat and social networks to communicate with your clients right from the CRM (see Instructions):

APRO CRM can be flexibly integrated with your website: online forms from the website will be received and handled right in the CRM.

Clients are offered a call/online chat on website or a callback (see Instructions).

The messages from all communication channels go straight to the CRM and are stored in contact profiles.

You can upload your CRM objects to website (for example, products list and their description). APRO CRM and your website are automatically synchronized. The CRM is compatible with any website created in CMS. Developers can access a fully functional API to integrate the CRM with any other IT service or database (see Instructions).

All system functions are structured by CRM business processes. Use them to create automated algorithms of sales and client service. A vast variety of functions and flexible settings allow even the most complex and intricate scripts (see Instructions):

Compile flexible reports in APRO CRM using your business metrics and analyze the efficiency of individual employees and departments, or the company as a whole:

In addition to the features above, APRO CRM is also offering a wide selection of applications with advanced functions: duplicates search, CRM data entry rate, call center, vacations, posting in social media, retargeting and lots of others:

Register on our website and try APRO CRM for free for 14 days.

You can expect the best advice on the system settings and its potential to satisfy the specific needs of your business.



You must also see:

  • Guided CRM Wizard (Basic Functions)


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    APRO CRM is a SaaS cloud solution and is hosted by our servers. The CRM is flexible and can adjust to your business needs. You will be getting all the necessary assistance from your personal adviser while using the system