GTG CRM's CRM Module: Streamlined Customer Management Solution

The GTG CRM's CRM Module was created to thoroughly solve that problem. This is the "heart" of the system, where businesses can store, care for, and manage customers from A to Z. The module includes 4 main sections: Contacts, Companies, Tasks, Invoices, and Orders.

Contacts

This section helps businesses manage individual customers in detail, from basic information to advanced behavior.

You can manage:

• Basic information: Name, email, phone number, avatar.
• Contact
• Customer care status: Lead Status, Lifecycle Stage, Owner.
• Activities & behavior: creation date, last contact date, source (Facebook, Landing page…).
• Custom information: products purchased, event dates, specific needs…

Companies

GTG CRM not only manages individual customers but also stores company-level data - crucial for B2B.

Key information:

• Company name, domain, short description, industry.
• Annual revenue, number of employees.
• Geography: city, postal code, region, time zone.
• LinkedIn connections, manager within the system.
• Creation date, last activity, lead status.

Tasks

All customer-related tasks can be assigned and tracked directly within the CRM.

The task list displays:

• Task title
• Type (To-do, Call, Meeting…)
• Related entity (Contact/Company)
• Deadline, priority, assigned person
• Status (To-do, In Progress, Cancelled, Completed…)

Invoices

The CRM Module also integrates revenue and accounts receivable management features.

Each invoice stores:

• Invoice number, product type, product list.
• Related customer, creation date.
• Total amount, currency type, payment status.
• Recipient information: name, phone number, address.

Call Center - The dialer within CRM

A notable differentiator is that GTG CRM integrates the Call Center directly into the CRM Module.

• Direct phone number integration: Businesses can connect their hotline numbers to the system, making and receiving calls directly within the CRM.
• Agent allocation: Calls can be assigned to individual staff members, ensuring no customer is missed.
• Seamless connection with Contacts & Companies: When a customer calls, the system automatically displays their contact profile, allowing staff to understand their information before the conversation.

As a result, the Call Center is not just a communication channel but also a professional customer care tool, minimizing the risk of missed opportunities.

Custom Objects

Not every business stops at Contacts, Companies, Tasks, and Invoices. Each industry has its own specifics: Spas need to manage treatment services, Real Estate needs to manage project listings, and Training Centers need to manage courses. This is precisely why GTG CRM offers Custom Objects - an extension feature that allows businesses to create their own data tables based on their needs.

For example: A spa uses the Landing Page Builder to create a page introducing beauty services. When a customer books an appointment through the integrated form, all booking information is immediately saved in the custom object Spa Services. Here, the business can fully track:

• Service Name
• Category
• Creation date, last updated date
• Price
• Duration & detailed description

This helps spa owners manage and schedule appointments efficiently, while also seamlessly connecting with other GTG CRM modules such as Messaging (for automatic confirmation/reminder messages) or Invoices (to create invoices immediately after the service).

Conclusion

With its 4 core components - Contacts, Companies, Tasks, and Invoices - the GTG CRM's CRM Module provides SMEs with a comprehensive yet streamlined customer management tool. Small businesses can detail each customer, manage B2B partners, assign tasks transparently, and track revenue directly. All encapsulated in a single, easy-to-use platform optimized for growth.