Simple CRM

SEVIO offers a clear CRM system with contact, order, and note management in one place.
It allows you to record important information and quickly use it when communicating with customers.
The SEVIO system has an integrated simple CRM, where you can keep records of your clients, including their communication history via phone or SMS.

Contact cards

Each client has a file containing all necessary information (name, address, telephone number, email address, notes, calls, text messages, orders, and important information).

Orders

If you sell or offer goods, you can create orders from the product catalog directly in the client card, just like in an e-shop.

Searching for data via ARES or Google

With a single click, you can find client information in ARES or Google. Your work will be faster and easier.

Import/export to MS Excel

If you keep your contacts in MS Excel spreadsheets, you can easily import them into SEVIO mini CRM, where you can call them, process them, and then export them back to MS Excel along with your newly discovered and recorded data.

Questionnaires included in the customer card

In the mini CRM questionnaire, you can enter questions for the operator to ask the caller. You can then export their answers and evaluate them in MS Excel, for example.

Custom fields and dials

You can define your own fields and dials in the client card yourself. You do not have to stick to what we have pre-programmed into the client card.

And why choose our mini CRM?

Because you will have all the necessary information about the client available directly in the telephone exchange and linked to completed and missed calls, SMS messages, orders, and operator statistics. In addition, you can use simple data import and export to and from mini CRM. If that's not enough, you can use the API interface to work with contacts directly from your application.

FAQ

  1. Because you can call from mini CRM with a single click, unlike having to rewrite the phone number from MS Excel to your phone.
  2. Because in mini CRM, you have contact details and communication history available directly in the contact card, linked to information in other modules (SMS, questionnaires, orders).
  3. Because you can move contacts between campaigns for further processing with a single click within the system. You don't have to export and import anything.
  4. Because you can create a mini CRM database of your clients, where you can easily find the information you need.

Keep all your customers under control
 Simple CRM with a clear overview of contacts and communication history

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Get an overview of calls, automate routines, and have more time for customers. Sevio connects your team, CRM, and phone calls into one simple tool.
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