CRM

FileLinx CRM+ makes complicated processes simple: you always take the right action at the right moment.

Why have a module for CRM?

Sometimes, important business information is scattered across various systems. Or worse: you have to leaf through thick folders or there is a colleague who carries crucial information around in his head. This not only makes processes inefficient, there is also a risk that important actions are not taken. What you need is one system that gives you an overview of all your data sources. This way, you will always have a grip on your process, you will minimise errors and customers will get the right treatment.

The 9 advantages

  • Complicated processes? CRM+ makes it easy
  • Customers get the treatment they deserve
  • Direct cost savings through tighter processes
  • Improved cooperation between departments
  • CRM+ thinks along with you: automatic alerts when action is needed
  • Elimination of individual packages and shadow IT
  • Never search for information again
  • No work duplication
  • Automation and standardisation of the process

Not an extra system, but one good solution

To save your files in a structured way, it is necessary to link them to relations or contacts. Our CRM business solution ensures that your relations get the attention they deserve. Businesses are often kept up to date in different systems, which means that there is no coherence between these data and a lack of overview arises. In CRM+, actions can be automated into workflows, so that the system automatically sends a reminder when action is required.

FileLinx combines the best of 3 worlds

Get rid of all your separate systems and choose one solution that creates cohesion. This is possible with CRM+. We combine the best of CRM, DMS and workflows.

CRM

Relationship management
Partner management
Communication
Marketing
Forecast
Offers
Orders
Curstomer file
Project management
Service

DMS

Customer file
Templates and merge
Drag and drop files and e-mails
Secure documents
Collaborating on documents
Sharing documents and file
Always online
Archive function
GDPR

Workflow

Central dashboards
Overview of work and actions
Action buttons and authorisations
Process standardistation customised
Tasks with Outlook link
Email alert
Chat function
Timeline (audit trail)

The solution for all your processes

FileLinx CRM+ is much more than just a standard CRM. Customer management is just the beginning! Invent a process and with our no-code solution, we will make it efficient and simple Some possible scenarios:

  • You draw up a quote and CRM+ passes on to Procurement which parts need to be purchased. Does the quote exceed a certain amount? Then it is automatically sent to the calculator for checking.
  • CRM+ generates a work order with a checklist. When this is ticked, an audit trail is immediately created.
  • Which team works most efficiently and makes the fewest mistakes? Using the data in CRM+, you can manage your employees.
  • And that complicated workflow that you have never been able to automate? We bet we can streamline it for you!
Pijl crm

How FileLinx CRM+ works

FileLinx CRM+ has various functionalities. Below, you can see how each tab works in different videos.

The advantage of FileLinx CRM+ is that you are actually getting a standard solution that you can adapt in no time to the processes that make your organisation unique. Because our application has a modular structure, you can start small and optimise your process further in stages.

Link CRM+ to Invoice+ and automate the procurement process from request to payment. This way, you will always have an overview of the receipts, orders and expenditure.

Read more about Invoice+

Make your processes smarter with FileLinx Invoice+

To further optimize your processes, link FileLinx CRM to our invoice solution . This digital tool streamlines reading, recognizing, indexing, checking, approving, authorize, archive and process invoices in the financial system.

View the entire invoice process

Alle factuurgegevens, maar ook de gegevens over de afhandeling, blijven beschikbaar voor rapportage en analyse. All billing information, as well as the handling information, will remain available for reporting and analysis. An automatic invoice matching module completes your process!

References

Complicated processes made easy

No matter how ambitious your wishes in the area of Procurement, Invoicing or CRM may be, our super-smart experts will gladly take up the challenge for you! The result: a solution that streamlines a complicated process and is easy to use.

Helpdesk

Werkdagen 9.00 – 17.00
Tel: +31 (0)88-850 3703
Klantportaal: https://klant.FileLinx365.com

Gebruik het Klantportaal voor vragen en verzoeken. Geen inlogcodes? Geef je contactpersonen door via https://www.filelinx.com/klantportaal. Dan sturen wij de gegevens aan je door.

Helpdesk

Mon – Fri 9.00 – 17.00
Phone: +31 (0)88-850 3703
Customer portal: https://klant.FileLinx365.com

You can submit service requests by using our customer portal. No access? You can reach us at +31 88 850 3700.