A CRM system in Salsaa doesn’t just record your customer’s journey — it actively helps you track, anticipate, and understand their needs, boosting your chances of closing deals and achieving your sales goals.
The system also helps manage your employees by assigning tasks and monitoring their progress in detail. With Salsaa Portable, you get a mobile app to oversee your marketing and sales teams at both staff and supervisor levels.
Our CRM system includes comprehensive reports that strengthen your customer relationships and evaluate the performance of your sales and marketing teams.
Faster and Smoother Customer Journeys
With Salsaa’s CRM system, managing your customer’s journey becomes easier and faster, featuring automation and customization options suitable for various business, industrial, service, and real estate sectors.
Through the CRM system, you can assign employees to manage tasks, schedule client meetings, and monitor performance. Segment and categorize your customers to create personalized promotional offers.
Multiple ready-to-use quotation templates can be sent via email or WhatsApp, with automatic notifications for invoice due dates.
Customer Records with CRM Customer Management
Salsaa’s CRM system allows you to create detailed records for each customer, including national address linked to e-invoicing, bilingual names, phone and fax numbers, email, websites, commercial registration numbers, tax numbers, initial balances, and payment information.
Keep track of invoices, installments, subscriptions, and memberships. Attach unlimited files, records, and notes to a single customer record, while generating reports for all stages of the customer journey to build trust and satisfaction.
Step-by-Step Customer Tracking with CRM Relationship Management
Our CRM system enables step-by-step tracking — from a potential lead to a confirmed client — including recording data at unit or individual levels.
Monitor all meeting notes, discussions, and visits by your marketing and sales teams, manage quotations, orders, invoices, and post-sales services.
This allows you to understand your customers’ needs, communicate effectively, and target them with timely promotional offers, ultimately gaining new clients and maintaining loyalty.
Efficient Employee Management
Although the CRM system focuses on the customer, it also helps manage sales representatives and supervisors effectively. Track every step, from task assignment and first client meetings to recording data in the Salsaa CRM system.
Monitor discussions, offers, and sales processes. Detailed reports show the number of completed sales activities and achievement of targets.
Salsaa Portable CRM Application
Salsaa’s CRM system works via the smart Portable app, compatible with smartphones and tablets. Separate applications are available for marketing and sales teams, collection staff, and after-sales service personnel, assigning tasks, schedules, and quotations.
Employees can log all work details, such as client visits and statuses, while supervisors monitor field operations, providing guidance aligned with marketing goals and accessing detailed performance reports.
Integrated Sales and Marketing Data
Our CRM system provides reports for managing sales and marketing units, tracking leads and existing clients, contact details, emails, recent invoices, and interests.
This allows marketers to target campaigns accurately, improving conversion rates from potential leads to actual clients, increasing sales, and boosting productivity.
Strategic Planning with CRM Customer Relationship Management System
Create targeted plans for customers by analyzing potential leads, predicting buying decisions, and prioritizing efforts. Launch promotional campaigns at the right time, leveraging seasonal trends and optimal marketing channels.
Automated Alerts and Notifications
The CRM system offers automated alerts for appointments and events, reminding both employees and customers. Templates can be customized for meeting reminders, promotional offers, invoice follow-ups, and booking notifications.
Appointment and Meeting Organization
Easily organize all meetings and appointments, including date, time, duration, objectives, participants, and notes. Automatically send schedules to clients and staff.
Recurring meetings can be managed, edited, or canceled with automatic notifications for all participants.
Comprehensive CRM Reports
Salsaa’s CRM system provides a wide range of reports, including client satisfaction, employee performance, and marketing strategy insights. Reports cover visits, meetings, quotations, orders, sales, memberships, payments, account statements, debts, and target achievements.
A dynamic dashboard offers a quick overview of marketing activities and customer service metrics, with the ability to create customized reports according to your business needs.
