Diglas CRM (Customer Relationship Management) is a module for managing relationships with buyers and can be used independently or within the framework of Diglas ERP as an integral solution. The module enables the storing of comprehensive information on buyers, locations, contact persons and contacts (activities toward buyers) and autonomous defining of attributes according to which relationships with buyers are monitored and maintained.
- Defining of attributes and groups of attributes for specific entities (partners, contact persons, locations of partners, projects, indications and opportunities)
- Defining profiles for specific entities (partners, contact persons, locations of partners, projects, indications and opportunities)
- Defining business contacts, groups of contacts and confidentiality levels
- Defining the monitoring of potential business events (opportunities and indications)
- Defining and processing lists for an individual entity or group of entities for marketing needs or reporting activities
- Planning and monitoring the realization of projects and reporting on project activities
- Processing of documents on potential business events (opportunities and indications)
- Adding documents generated in other Diglas modules to a specific user or project followed through Diglas CRM
- Review and monitoring of entities according to defined criteria
- Expansion of the reporting system with additional monitoring attributes through integration with BI Business Reporting
Diglas Mobile is a service that enables fast and simple access to part of the information stored in the ERP system by mobile devices.
- View of information on the account status
- View of information on debts and receivables
- View of information on current day deliveries
The Diglas B2B module is intended for the mutual communication between contractual business partners.
- Status of stocks
- Drawing up of buyers orders (manually and from one’s own ERP through import of databases
- Following the course of the product (was it ordered, received, delivered)
- Monitoring and printing of delivery and financial documents
- Monitoring business solvency
- Reports on exiting orders
- Reports by products (what and how much was ordered)