industry

CRM | ERP

overview

Expert IT services for CRM | ERP

Unlimited customer database

In its essence, Turbo CRM is a free and unlimited database of your customers – current, past, and future. See who’s bought what and when your client last placed an order at one quick glance. Segment customers by sales volume or specific items bought. This is all just a tiny fraction of what your new CRM is capable of.

Turbo CRM allows you to automatically re-activate old customers who’ve been inactive, increase customer value by offering upsells or additional products to your most loyal audience in a simple, easy-to-understand interface that even novices can master within an hour.

Leads and demand generation

Turbo increases incoming leads by 26% on average within the first 30 days of using website forms, the live chat widget, and other demand generation tools that come with our CRM. Turbo CRM helps you find new leads on social media and among messenger users. Lead scoring (qualification) and distribution can be fully automated.

Importantly, our free CRM tells you where most of your new leads come from, what percentage of new leads become paying customers, and how long it takes for this process on average. You’ll also know where your best leads come from, too!

Sales data analytics

CRM analytics reports visualize sales trends, let you accurately forecast your future sales, and help you measure the contribution of each sales manager. Turbo CRM reports show you top clients, provide easy period comparisons and even calculate your advertising ROI.

Because our CRM analytics are fully customizable, you can build CRM reports using any CRM property for any individual pipeline. And since all common reports are available by default in the form of a CRM dashboard, most answers are already out there.

Customer support

Using Turbo CRM as a helpdesk solution for case management, customer support or ticket management is easy. Provide customer support via website chats, email, telephony, or mobile messengers. Use ‘canned replies’ to save agents’ time and create public or private knowledge bases for self-service to reduce the load on your support team.

Having a CRM and helpdesk in one saves time, money, and the unnecessary hassle of constantly switching between different apps. Importantly, the entire history of interactions with each client, from purchases to requests, is stored in one single place.

Quotes and invoices

Send quotes (proposals) or invoices directly from the CRM. Have invoice statuses sync automatically with your favorite accounting software, like Xero or Quickbooks. Offer your clients an option to pay your invoice online via credit cards, wire transfer, PayPal, or 20+ other online payment methods integrated with Turbo.

Turbo tracks which invoices have been paid and which have not. Reminders for past due invoices can be sent automatically, until the payment has been completed. Invoices can be generated automatically via triggers using any custom template.

Orders and payment processing

Get full-featured CRM order management and CRM order processing with Turbo. With full-cycle order management, your customers can order items online, pay for them and have them delivered or picked up. Any time the order status changes, updates are automatically displayed inside the CRM and can be used for automatic notifications.

Want to offer discounts based on order value or special bundle pricing? Turbo makes this easy. Keep in mind that you get all e-commerce capabilities with this CRM, including the option to create an online store.

Taxes, currencies, discounts

With clients in over 100 countries, Turbo supports multiple currencies and tax types. Sales taxes, local taxes, value-added taxes (VAT) and others are easily configured, with taxes for most counties already set. If necessary, exchange rates can be set to convert sales from one currency to another. Discounts and custom discount rules are supported as well.

Turbo is a perfect CRM system for customers that have clients in different countries, who need to have quotes and invoices set in different currencies with local taxes applied.

 

Benefits to bank on

Our clients are able to increase end-user productivity without sacrificing usability.

  • Business Agility

    Business growth and seasonal flexibility are easily scaled as our banking IT services adapt to the client’s needs allowing them to easily add and remove users without a headache.

  • Security and compliance

    Our clients are able to control business sensitive data and adhere to compliance mandates securely and efficiently while enabling staff to access the data when and how they need it.

  • Office mobility

    We help clients create secure applications and remote user experiences in a reliable and secure network for a mobile workforce that can extend to multiple bank branches and offsite contractors.

  • Application development

    By partnering with us. From the beginning, our managed IT support works within a set budget so our clients get exactly what their business needs without end of month surprises.

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Delivery

Transform your technology by focusing on 3 key areas