Basic and complementary features of MLM

Your business tools

Discover the various features offered by the MLM platform and see how your business will gain in productivity and efficiency by adding them to your business strategy.

Please do not hesitate to contact our team of dedicated advisors for more information.

Basic and complementary features of MLM

Your business tools

Discover the various features offered by the MLM platform and see how your business will gain in productivity and efficiency by adding them to your business strategy.

Please do not hesitate to contact our team of dedicated advisors for more information.

CRM

The cornerstone of any MLM platform, the customer relationship management system (CRM) allows you to deal directly with your customers, whether in terms of sales, marketing or service. These actions are often grouped together under the term "front-office", as opposed to the "back-office" tools that are the integrated management software package (ERP / ERP).

This includes:

  • 'Prospects' module
  • 'Customers' module (customer cards with Profiles, Contacts, Notes, Account statement, Invoices, Payments, Proposals, Credit Notes, Estimates, Subscriptions, Expenses, Contracts, Projects, Tasks, Tickets, Files, Vault, Reminders, Map)
  • 'Sales' module (Proposals, Estimates, Invoices, Payments, Items, Credit Notes)
  • 'Contracts' module
  • 'Support' module (ticket system)
  • 'Calendar' module (with Google API integration)
  • 'Chat' module
  • 'Objectives' tab
  • Smart email service
  • Intelligent texting (SMS) service

 

  • Announcement service (for internal use and clients)
  • Newsletters service
  • Survey service
  • To-Do List by user
  • Media space (private 'Cloud' for your documents, images, files)
  • Client area
  • Electronic signature (e-sign) for proposals, estimates, invoices, contacts, etc.
  • GDPR standard; from the English "General Data Protection Regulation"
  • Local and foreign currencies (unlimited)
  • Multilanguage (French, English, Indonesia, Russian, Portuguese, Polish, Swedish, German, Persian, Vietnamese, Turkish, Chinese, Catalan)

CRM

The cornerstone of any MLM platform, the customer relationship management system (CRM) allows you to deal directly with your customers, whether in terms of sales, marketing or service. These actions are often grouped together under the term "front-office", as opposed to the "back-office" tools that are the integrated management software package (ERP / ERP).

This includes:

  • 'Prospects' module
  • 'Customers' module (customer cards with Profiles, Contacts, Notes, Account statement, Invoices, Payments, Proposals, Credit Notes, Estimates, Subscriptions, Expenses, Contracts, Projects, Tasks, Tickets, Files, Vault, Reminders, Map)
  • 'Sales' module (Proposals, Estimates, Invoices, Payments, Items, Credit Notes)
  • 'Contracts' module
  • 'Support' module (ticket system)
  • 'Calendar' module (with Google API integration)
  • 'Chat' module
  • 'Objectives' tab
  • Smart email service
  • Intelligent texting (SMS) service

 

  • Announcement service (for internal use and clients)
  • Newsletters service
  • Survey service
  • To-Do List by user
  • Media space (private 'Cloud' for your documents, images, files)
  • Client area
  • Electronic signature (e-sign) for proposals, estimates, invoices, contacts, etc.
  • GDPR standard; from the English "General Data Protection Regulation"
  • Local and foreign currencies (unlimited)
  • Multilanguage (French, English, Indonesia, Russian, Portuguese, Polish, Swedish, German, Persian, Vietnamese, Turkish, Chinese, Catalan)

CRM

The cornerstone of any MLM platform, the customer relationship management system (CRM) allows you to deal directly with your customers, whether in terms of sales, marketing or service. These actions are often grouped together under the term "front-office", as opposed to the "back-office" tools that are the integrated management software package (ERP / ERP).

This includes:

  • 'Prospects' module
  • 'Customers' module (customer cards with Profiles, Contacts, Notes, Account statement, Invoices, Payments, Proposals, Credit Notes, Estimates, Subscriptions, Expenses, Contracts, Projects, Tasks, Tickets, Files, Vault, Reminders, Map)
  • 'Sales' module (Proposals, Estimates, Invoices, Payments, Items, Credit Notes)
  • 'Contracts' module
  • 'Support' module (ticket system)
  • 'Calendar' module (with Google API integration)
  • 'Chat' module
  • 'Objectives' tab
  • Smart email service
  • Intelligent texting (SMS) service
  • Announcement service (for internal use and clients)
  • Newsletters service
  • Survey service
  • To-Do List by user
  • Media space (private 'Cloud' for your documents, images, files)
  • Client area
  • Electronic signature (e-sign) for proposals, estimates, invoices, contacts, etc.
  • GDPR standard; from the English "General Data Protection Regulation"
  • Local and foreign currencies (unlimited)
  • Multilanguage (French, English, Indonesia, Russian, Portuguese, Polish, Swedish, German, Persian, Vietnamese, Turkish, Chinese, Catalan)

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Request your MLM demo today.

The MLM demo platform is free and accessible only through a formal request. Discuss it with one of our advisors.