What we offer?i.libmena.com/Doc/En-CRM V1.1.pdf · Integration with OpenCart Integrate our CRM with OpenCart which when you add a new product in opencart it will be created automatically

1 | P a g e Friday, February 22, 2013

What we offer?

We offer you a customer relationship management system under the name of Cloud CRM which you can

add and follow up with your customers Online with ease.

Customer management system contains a lot of sections and serve all areas and that provide full support

for the company's departments,,, in the table shown below we divided each section to let you know

what are the benefit of having Sales Team, and how can you manage your business with this unique

system :

This Presentation Provided To You By


Our Modules :

Clients Module Creating and managing clients’ accounts, with the possibility of sending e-mails and SMS to each one

Contacts Module You can upload your database so you can contact them and make different operations on them

Leads Module To store and save every Enquirer’s information, so later you can send e-mails to them contain your offers or new services.

Invoice Module Save your time by letting the system handle the invoices system such as creating and sending it to clients

Quotes Module You can store your quotes so you can send it to a client and the system will change the details automatically

Products Module You can save your products including prices and bar codes, also you can manage the inventory easily.

Services Module It’s similar to the products module, it’s very useful for the companies which you can manage these services easily


Reports Module You can create an infinite number of reports, with the possibility of link more than module in one report

Vendors Module You can be able to create and manage vendor information that provides products to the company

Documents module Displays the list of all the documents that are uploaded in the system. The documents can be grouped in different folders according to your specifications.

Campaigns Module Create, following, editing and managing you campaigns and capture new leads also encouraging old clients to purchase your new product

Recycle Bin Module Saving the deleted files, also no one can delete it permanently unless they have the permission to do it

Calendar Module Scheduling meetings and to do lists with possibility of sending different notifications by e-mail or SMS

FAQ Module The system offers you to have a FAQ list. FAQ refer to listed questions and answers, with possibility of link each one with a different module or product.


Projects Module

In this stage, project manager can be able to create a project and define target boundaries by setting up Start Date, End Date, and different information according to your needs

Project Tasks Module Each employee can add his new update in each project, and an e-mail will be sent automatically to the client.

Reservation Module Manage you reservations easily as in hotels or maintenance companies, with the possibility of sending notifications or reminders by e-mail or SMS

Accounting System Manage different calculations, such as salaries, payments and expenses, profit and other features

Workflow Module Send reminders to each employee, send different notifications, send welcome massages or invoices automatically and many more features

Trouble Tickets Module Save the complaints and suggestions so you can review them and solve each one, with the possibility of saving the sender information so you can contact them


Sales Order Module It is an internal document that is generated within the company. Sales orders for products or services are usually presented as a paper copy received by fax or mail.

Dashboard It’s a divided screen that shows you your recent clients or products or orders, and you can specify what information you want to view

Service Contracts Module Service Contracts is a requisite to maintain healthy trading relationship. Also, this will establish an off-contract between two parties. This module can be helpful to track both support and professional service agreements.

Twitter Module You can update the company status or tweet about a new service or product your company offers easily from the system.


Available Integrations:

Integration with FAX The possibility of sending and receiving fax through e-mails, also you can divide your customers into certain groups and fax to them with one click

Integration with Livi IP PBX This integration allows a pop up window to appear when a customer calls, this window shows his name and number and the possibility of create an account for him if he is not in the database

Integration with OpenCart Integrate our CRM with OpenCart which when you add a new product in opencart it will be created automatically in the CRM, with the possibility of creating purchase orders or invoices automatically

Integration with E-mail This integration allows you to send e-mail through our system and you can make any workflow you want.

Integration with SMS You can send SMS to your customers through our CRM in bulk or individually, and it’s very useful in case you want the CRM to send notifications or reminders automatically.

Integration with an Accounting System You can integrate you CRM system with an advanced accounting system, this system contains every features that are available in the current market.


Integration with MailChimp MailChimp system is considered one of leading systems in the E-mails market, which guarantees you to deliver your e-mail to customer’s Inbox.

Integration with the Social Networks You can integrate your CRM with Facebook, Twitter, Google+, so when you update your status through CRM this update will be posted in each one of the three Social Networks


Capture Higher Quality Leads

Some portion of people that browse your website are extremely interested in your products and services and are far easier to make a sale to. Eliminate the difficulty in contacting you! Make it easy with our completely customizable web-to-lead capture form creator. Customize your form and place it on your site for your customers to fill out. Once they click submit, their information is fed straight into Livi CRM for your salespeople to follow up with.

Creating and Embedding Web-to-Lead Forms

Generate customized forms using our easy form-creator and use the simple code it creates to embed the form on any of your websites.

Information filled out by customers feeds straight into Livi CRM. (quick tip: studies indicate that contacting them within 5 minutes makes them 22x more likely to convert)

Livi CRM captures all of this information in a lead record and can assign follow-up tasks for your salespeople.

Use that information to learn about common characteristics of markets in which your products and services are in high demand.


Tailor Your Customer Experience with a Professional Customer Portal Provide customers with individual access to tailored Customer Portals enabling your customers to submit Trouble Tickets for creating better customer relationship and issue tracking and allow them to view Invoices, Quotes, Products, Services, FAQ's and Documents which are related to them and their organizations.

The Customer Portal Service Contracts

Provide a unique username and password for customers to log in to their own customized support portal that shows all related information to their account with you

The Modules like Tickets, Knowledge Base, Contact, Account, Products, Invoice, Quotes, Services and Document tabs are part of customer portal.

Customers can submit trouble tickets and see the status of open and closed tickets.

Share files, documents, invoices, and quotes with customers and have all the files and interactions stored in the customer portal.

Build up the Knowledge Base to provide quick access to commonly asked questions before customers submit trouble tickets


Web-to-Lead Capture Forms Collect Customer Data Customizable web-to-lead capture forms that feed customer information straight into your CRM enable you to collect data on customers interested in your products and to finally understand who your customers are to shape your company's sales, marketing, and product strategies. Enroll those customers in tailored email marketing campaigns or use the data to assess who your most valuable customers are and to focus sales teams efforts on leads with those characteristics.

Creating and Embedding Web-to-Lead Forms

Customize forms to collect whatever data you need using our easy form-creator and embed the form on any of your websites.

Information filled out by customer’s feeds straight into Livi CRM. (quick tip: studies indicate that contacting them within 5 minutes makes them 22x more likely to convert)

Livi CRM captures all of this information in a lead record and can subsequently start automated email marketing campaigns for them.

Use that information to learn about common characteristics of markets in which your products and services are in high demand.

MailChimp Integration For advanced email marketing analytics and volumes in excess of 2,000 emails per day use the MailChimp integrator to export campaign lists to email marketing campaigns in a MailChimp account

Group your leads, organizations, and contacts into campaign lists that you define

Export campaign lists to MailChimp to run extensive, tailored marketing campaigns and for in depth analytics


Screen Shots:





We Have More Screen Shots,,

Contact Us Now So We Can Provide You With The Best Solution That Will Meet Your Needs,,,

Thank You