eKo CRM, your collaborative cloud-based sales management software
Organise your teams and measure their effectiveness to achieve the objectives and results you expect.
- Company records created automatically from the INSEE business register (France)
- Shared, collaborative calendar with history (calendar synchronisation available with MS Exchange and OVH Hosted Exchange)
- Prospect / customer / supplier status
- Deal portfolio
- Search and targeting
- Customisable contact records and categories
- Route guidance
- Customer geolocation
- Complete history of customer interactions
- Click to call *
- Contact record opened automatically on incoming calls *
Good sales management starts with a well-organised workspace. eKo CRM® is straightforward software that helps you get organised. No more shoeboxes for filing your prospect, customer and supplier records: eKo CRM® lets you create these contact records in no time from your smartphone, while the person is standing in front of you handing you their business card.
If you work in B2B sales and specialise in selling to French companies, eKo CRM® helps you create the prospect record by automatically retrieving the company's official details from the INSEE register.
Once your contact records are saved, your sales activity can begin.
eKo CRM® lets you call your contact back with the click-to-call feature, book a meeting in a calendar shared with your colleagues, and send an email or text message confirming the appointment.
Booking appointments is all the easier because your contact is automatically geolocated, so you already know which area they are based in, should you want to plan your journeys more efficiently.
All your actions are saved automatically, and a single click brings up the complete history of every interaction with your prospects, customers and suppliers.
eKo CRM® supports you every day in organising your sales activity.
* subject to technical feasibility