Revival CRM
The new dimension in Customer Relationship Management
With 25 years of proven expertise in providing consulting services to businesses, Revival Consulting Services has designed and developed its own CRM software: a modern web-based platform that fully integrates with your company’s ERP system.
With a strong focus on a customer-centric approach, Revival CRM significantly enhances customer service, optimises response times, and boosts the efficiency of sales and marketing teams.
Features of Revival CRM
Action & Reminder Management
- Enter / Change / Delete Actions
- Create reminders
- View Actions in calendar format
- Drag & drop menu
- Rescheduling
- Redefining pending actions at a present execution date
Invoicing & Sales
- Create invoicing orders
- Capability to create orders for invoicing (Sales) to customers whose actions performed by users are chargeable, using pricing policies per customer and service
- Printing Invoicing orders
- Capability to send the invoicing order directly to the customer for the relevant approval and signature
Mass Actions & Automation
- Bulk creation of actions on a schedule base (daily, weekly, monthly)
- Βulk creation of actions on a schedule base in one or in a set of users, defining their intermittence
- Bulk import of actions from Excel
- Easy import of bulk actions from an Excel file properly completed
Resource & Staff Management
- Reservation management / meeting rooms
- Capability to manage meeting rooms of a business with availability planning and display in calendar format
- Managing Employee Leave
- Managing employee leave with the capability of approvals by the heads of the departments, informing electronically the company’s HR
- Managing Employee Attendance
Financial Management & Customer Care
- Treasury Management
- View all the cash flow data of the business, distinguishing among cheques (receivables / payables), cash payments and receipts, payments / receipts remittance, and counting cash in monetary units. View other financial data of accounts
- Capability to view the financial data of customers and pending offers. This feature may be offered to business customers as a marketing tool. The connection of the customer to the specific portal takes place with a username and password through a secure connection and includes all the necessary tasks, account creation, password reset, etc.
Why Revival CRM
- Full ERP integration – seamless operation without double entries
- Customer-centric approach – enhanced customer service and stronger customer relationships
- Efficiency & time saving – automated processes and mass actions
- Sales & marketing support – targeted actions and fast follow-up