CRM

Our customer relationship management software is ideal for all small and medium-sized businesses and freelancers. Manage your customers, your projects and create your invoices. Explore the features of our CRM solution that will help you take your business to the next level.

Free demo

I have read and accept the privacy policy.
Please prove you are human by selecting the Key.

01The main pillars of CRM

Lead / Prospect Management

With KanBan, you can keep track of leads and easily track their progress. It is also possible to attach files, convert leads into client, automatically import leads from email, create proposals, leave notes.

Billing Management

Establish professional and attractive invoices. Attach files and send them directly to your customers including the PDF invoice. Invoice with different fee depending on the item. Create recurring invoices that will be regenerated automatically based on your configuration (every X months).

Quotation Management

Create an estimate in minutes. Send them to your customers and wait for their approval. Ability to automatically convert the quote into invoice after customer acceptance. Your customers can view and perform actions on the estimate even without a connection.

Business Proposal Management

Create attractive proposals and impress your potential customers. Include images, tables, and videos on YouTube with a powerful editor. Comments on the proposals allow for further discussion with the client.
02

Intelligent, efficient, fast

Use actionable data to make the best decisions.
Reach prospects at the right time and on all channels. Our CRM helps businesses of all sizes to complete more transactions smarter.

  • Client Portal
  • Calendar and agenda
  • Objective follow-up
  • Custom fields
03

Follow-up and billing of client projects

Your sales representatives and your operational teams can work together on a client project with a task management and planning. Follow and control the budgets allocated to the projects that have been concluded.

  • Project management
  • Task Management
  • Contract management
  • Expenditure Management
04

Use case

Case study on the use of our CRM
Task :

Set up a CRM connected to third party tools whose data completely belong to the client and whose solution is mixed between SaaS solution and On Premise.

Action :

Customized CRM integration with Office 365, Mailchimp and PrestaShop. 

Result :

A migration to CRM, S2A Solution offering an all-in-one solution in project management and customer care… all with full and bidirectional synchronization of all data to the third-party tools mentioned above.

S2A Solution : CRM screenshot

05Our solutions

All of our solutions are synchronized. Synchronize your customer files, catalog, orders and more.

06

In a user-centric world, we create added value for you, your clients and your teams.

Newsletter

Subscribe to our newsletter to be kept in the loop of our news, the update of our solutions or our events.

S2A Solution © 2020. All rights reserved | Legal Notice | PrestaShop partner Switzerland and France

S2A Solution

Free and immediate call back

  • Our team will contact you, within 15 minutes, Monday to Friday from 9am to 18pm.