Comarch CRM

Comarch ERP Optima CRM is not a standalone CRM but a module within the larger Comarch ERP Optima suite. This deep integration allows for seamless data flow and unified management of customer interactions with other business functions like invoicing and warehouse management.

The CRM Plus module offers a distinctive automated debt collection process. It can automatically send emails about outstanding payments, create related CRM tasks, generate electronic payment reminders, and even block sales for non-paying customers, streamlining a crucial financial process.

The core CRM module meticulously registers all communication with clients (including client details, date, handler, description, and time) and allows for the scheduling of tasks, registration of completed activities, and automatic generation of task reminders. This ensures a comprehensive and organized record of client interactions.

Beyond basic communication, the CRM module uniquely facilitates the creation and deployment of surveys for both customers/clients and internal employees. This enables businesses to gather direct feedback and opinions for insights into customer satisfaction and internal processes.

A practical feature that allows for the automatic generation of multiple invoices for several entities based on predefined templates. This significantly saves time for businesses with recurring billing cycles.

The CRM Plus module allows users to create universal form templates for interviews and questionnaires, designed according to specific user needs. This provides a flexible tool for data collection beyond standard CRM fields.