Customer Relationship Management, better known as CRM, ensures the digitalization of your customer information.
Comprehensive, paperless and integrated, this is what distinguishes the CRM of our logistics software CarLo. By digitizing your business partner information, you avoid transmission errors and save valuable time in your daily work. Live updates also make multiple entries superfluous.
One module – Countless possibilities
In addition to the relevant master data of business partners, you can also record all activities in the CRM, be it telephone notes, e-mail histories, documents or scanned forms. CarLo automatically reminds you of your most important tasks and activities.
Grouping and status assignment for business partner data is also possible, for example, categorization of customers and prospects with individual status assignment and assessment through evaluation criteria.
The CRM in CarLo is used in a wide variety of areas:
- Planning of annual meetings
- Vacation planning
- Tender for storage facilities
- Planning and organization of freight forwarding surveys
- Evaluations and statistics
- Group assignment of activities
- Integration with Outlook
- And many more!
Would you like to learn more about the logistics software CarLo?
Then arrange your personal presentation appointment today and contact us by e-mail at sales@soloplan.com, by phone at +49 831 57407 300 or via our LIVE Chat.