CRM

CRM System
  - Customer Management
      o Credit Limit Control
      o Outstanding Invoices

  - Sales Management
      o Sales Activity Management and Trace
      o Sales Performance Reports

  - Agent Tariff
      o Transhipment Tariff
      o Nomination Tariff
  - Local Tariff
      o LCL Export Tariff
      o LCL Import Tariff

  - Sales Quotation - Air Export
      o LCL Air Export
  - Sales Quotation - Air Import
      o LCL Air Import
  - Sales Quotation - Ocean Export
      o FCL Ocean Export
      o LCL Ocean Export
  - Sales Quotation - Ocean Import
      o FCL Ocean Import
      o LCL Ocean Import
  - Sales Quotation - Cross Trade

  - Standard Charges
      o Carrier Tariff
      o Agent Rebate
      o FOB Origin Local Charges
      o Nomination From Local Charges

- Auto Tariff Document Generation and email to Agents

- Auto Notification to Salesman/Managers

GICA CRM System manages the entire customer life-cycle in one place. It runs every aspect of your business and get a 360�� view of every customer. It contains a mobile phone apps.
  1) Capture and connect your sales leads to marketing activities, track and win deals, then manage onboarding, client projects, customer support, and more.
  2) Visualize everything at a glance, monitor sales team activity, easily track the status of all deals, and effectively manage sales rep capacity.
  3) Centralizes all your customer data, manages all interactions, emails, contact info, and related documents in one organized communication hub.

It manages the cases, including sales leads, cases under negotiation, and confirmed cases.

It manages tasks which can be created by staff or by manager then assigned to staff.

It manages activities relating to a case, or relating to a customer/vendor.

To view cases under different status. Can drag and drop these cases from one status to another.

To view activities under different status. Can drag and drop these cases from one status to another.

To manage customer or vendor, including their basic information, contacts relating to the customer/vendor, cases associating to the customer/vendor.

To manage contacts, including their basic information, contacts relating to the contact person, cases associating to the contact.

It is linked to email system.

It uses Calendar for activity scheduling

It displays KPI performance in pie charts.

It displays KPI performance in bar charts.