CRM Module

• The registration of communication with clients (client, date, person handling a conversation, description and time of conversation, etc.), as well as the scheduling of tasks, registration of completed activities, and automatic generation of task reminders
• Recurring invoices - the automatic generation of a number of invoices for several entities
• Handling a company message box (email/e-messages)
• Surveys for both customers/clients and employees
• Preparing and handling trade offers

As part of the debt collection process, it is possible to:

• Send emails automatically to inform customers about outstanding payments
• Create contacts or CRM tasks related to such customers
• Generate and send electronic payment reminders and messages informing about outstanding receivables
• Block sales

The CRM Plus module makes it possible to gain additional information and opinions directly from customers. A universal form enables the creation of templates for interviews, designed according to users needs. 

Comarch ERP Optima Service is directed to service-oriented companies, and firms that repair sold items. The Comarch ERP Optima Service module may cooperate with Comarch ERP Optima Invoices and with the warehouse module Comarch ERP Optima

• Trade/Trade Plus (with regard to collecting parts from a warehouse).
• The module makes it possible to:
• Create service orders and generate trade/warehouse documents on their basis
• Create recurring orders on the basis of a template - orders may be generated either manually or automatically
• Plan and add service actions to a calendar