Products
ALINEA Customer Relationship Management
Segera Hadir
Manage customers, leads, sales opportunities, activities and business relationships.
This product is being developed. The scope below describes the direction of its design and may change. It cannot be selected at registration or used yet.
The challenge
Customer data is often scattered across sales staff phones, chats and spreadsheets. Follow-ups are missed, opportunities are hard to track, and when a staff member leaves, the history of the relationship leaves too.
Who it is for
Sales teams
Who follow up leads and keep customer relationships.
Sales managers
Who track opportunities and targets.
Customer service
Who need customer history while serving.
Role in the ALINEA ecosystem
Position in the ecosystem
ALINEA Customer Relationship Management is designed to keep customer data and relationship history in one place, so sales and service work from the same information.
Features being designed
Customer records
Contacts and relationship history in one place.
Leads
Prospective customers with source and status.
Sales opportunities
Sales stages from quotation to agreement.
Activities
Calls, visits and scheduled follow-ups.
Sales reports
An overview of opportunities and team results.
How it connects to other modules
- ALINEA Point of Sale
Customer purchase history.
- ALINEA Business Intelligence
Sales data for performance reports.
- ALINEA Project Management
Agreements can become projects.
Next step
If customer follow-ups are often missed, tell us how your sales team works today.
Early conversations are open. Tell us what you need, and we will explain how this product is designed to address it.