What is ISO & bizSAFE Management CRM
ISO & bizSAFE Management CRM (Customer Relationship Management), crm software is a term that refers to practices, strategies, and technologies that companies use to manage and analyze customer interactions, business management and data throughout the customer lifecycle, with the goal of improving business relationships with customers.
SALIENT FEATURES
- Seamless process with automation reducing errors and workload.
- Quote creation, project conversion, recertification reminders all seamlessly done.
- Best trackers of surveillance1 and surveillance 2 .
- Range of assessment tools for decision making.
- User Notifications as per Job assigned.
- SMS and Email notifications.
- Most user friendly, cloud based & no installation required.
- Integrate with Payroll or any of our ready to use Softwares
QUOTE MANAGEMENT
- Quote management based on Client status.
- History of price management and other data.
- Pre-built decision making tools for best quote.
- Automated process flow after quote awarded.
- System generated quote format with digital signature.
- No paper work required.
PROJECT MANAGEMENT
- Automated conversion from Quote to Project.
- Data based on scope of certification.
- Meticulous planning process and approval.
- Stages of Project for easy tracking.
- Flexible option for payment generation and follow-up.
- Centralized location for data display.
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AUDIT MANAGEMENT
- Schedule Auditors for Stage 1 and Stage 2 Audit.
- Unique tracker for each Certification.
- Automation of Surveillance and Recertification dates.
- Document tracker for individual certification.
- Log of data for easy tracking.
- Smart reminders for Surveillance and Recertification.
ANALYTIC TOOLS
- Range of reports for decision making.
- Monitor manpower used based on the scheduled planner.
- Keep track of material and operational budget for better Management.
- Intuitive grapics to alert in variation of planner.
- Best decision making tool for Project Managers and Administrative personnel.
