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Get rid of manual lists and scattered systems. With Microbizz CRM, all customer information, history and contact data is gathered in one place. Notes, emails and appointments are always linked directly to the customer, so you avoid double entry and ensure that nothing gets lost along the way.
From first contact to signed contract, all data flows automatically through the system. When a quote is created in the Quotation Module, it can be linked directly to the customer in CRM, and upon acceptance, the corresponding tasks are created in Task Management or projects in Project Management. In this way, sales, planning and execution work in the same system.
Get a clear picture of the entire customer journey. In CRM, management and salespeople can see the status of sales opportunities, open deals, ongoing projects and recorded activities in real-time. Combined with Reporting, you can track pipeline, hit rate and customer engagement without pulling manual reports.
Set automatic reminders for customers and leads so no appointments are missed. Integration with Time & Attendance and Invoicing ensures that customer financials and activity data are always up to date so you can follow up with the full picture of the collaboration.
Share customer data with colleagues or synchronize with your financial system and other Microbizz modules. The CRM interacts naturally with Planning, Quality Assurance and EDI, so all relevant information is gathered and easy to share – internally and with external partners.
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With Microbizz CRM, salespeople, management and operations staff all have access to the same customer information. Everyone can see the history, associated tasks, agreements and finances, which creates transparency throughout the organization. The customer experiences more professional handling because everyone works with the same updated data.
"The most important thing about Microbizz is that you can have it modulated according to your needs. In other words, you can go in and change a lot of parameters as you wish. You can develop without having to have great IT skills or a whole staff of people processing the system."
With Microbizz CRM, you always have access to your customers – even when you're not at your desk. Via the browser on your mobile or tablet you can:
✔ Add new leads and contacts directly after a customer meeting
✔ Record notes, updates and activities in real time
✔ Keep track of appointments and follow-ups so nothing gets lost
✔ Access customer history, documents and previous quotes – right where you are
This means that both salespeople and consultants can work efficiently in the field and ensure that the office always has the latest data.
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With Microbizz CRM, you have full control over the entire customer journey – from first contact to long-term partnerships. All information about customers, leads, activities and documents is gathered in one place and automatically updated in real time.
When the sales team creates a new lead, they can quickly link it to Task Management, Project Management and Invoicing, so the entire organization works in the same system. This makes it easy to keep track of the status of both sales processes and deliveries – without duplicating work.
Advantages of Microbizz CRM:
✔ Gather all customer and lead data in one place – easy to share within the team
✔ Follow pipeline and sales activities in real time
✔ Automate follow-ups, reminders and task management
✔ Integrate with other modules like Quote, Project management and Invoice management
✔ Create transparency and collaboration across the entire organization
Whether you work in sales, operations or management, Microbizz CRM gives you a clear, up-to-date overview of customer relationships – so you can strengthen collaboration and create more value for your customers.
CRM tailored to your industry
Craftsmen and Contractors
Take control of the entire sales process from quote to project. With Microbizz CRM, you gather all leads, customers and tasks in one place. You can quickly create new customers, follow up on open quotes and when a deal is closed, it is automatically linked to Project Management and Task Management. This ensures that nothing is lost and that both sales and production work on the same basis.
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Utilities
In the utilities industry, long-term relationships and precise agreements are crucial. Microbizz CRM provides a complete overview of all customers, contracts and service agreements. All interactions are stored in the system so you can document history, follow up on meetings and ensure that new agreements can be easily linked to Reporting, Quality Assurance and invoicing. This provides peace of mind for both you and your customers.
Facility Management
When dealing with many customers, locations and service agreements, CRM can quickly become complex. With Microbizz CRM, you get a single place to manage contacts, contracts and tasks. All data can be linked directly to Planning, Task Management and Invoice Management, so you always have a full overview of who is responsible for what - and how the relationship with the customer is developing.
Service companies
For service companies, it's important to be able to respond quickly to customer inquiries and create tasks immediately. With Microbizz CRM, you can register leads, book meetings and convert appointments into concrete tasks in just a few clicks. All customer data is connected to the other modules - such as Task Management, Time Tracking and Reporting - so you get full transparency and can deliver faster, more professional service.
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