SOLUTIONS
Optimize your CRM
with customized modules.
Choose the perfect tools for your needs and increase the efficiency of your business.
It doesn't get more flexible than that.
Rethink CRM
Choose yourself - there is nothing more flexible than that.
Choose which modules suit your business best.
The user in focus.
You choose how your CRM should work. Add, scale and customize. Our smart sales tool helps your company find new customers, maintain existing relationships and streamline communication with your customers and partners. We also help you with strategy and choosing the right solution to achieve your business goals.
Sole proprietorship, joint-stock company, single, or large organization? Whether you run a business solo or have the ambition to take over the world, you are in good hands.
Our modules
Contract management
Existing customers require care. The contract management in Notyfile gives your company full control of everything related to the customer. History, activities, documents, reminders, overview, etc
Notyfile's contract management is directly linked to the prospect section (CRM). When you close a deal in the prospectus, this is moved to the agreement section and becomes an agreement automatically. Simple, flexible and automatic.
Prospect view
The most user-friendly CRM sales tool available today. This is created by sellers for sellers. When it comes to prospecting tools, it's the details that count. We have succeeded in this. Notyfile CRM is simple, fast and logical. You as a user only see what is most relevant in the view you are in.
If you want, there is the option of e-signing (Scrive) and creating call lists.
Create an account for free and try it today!
Order processing
This function is used when a user wants to place orders internally. All orders that are created are collected on customer cards. The user or users who manage orders get an Order view (overview) where all the company's orders are gathered and can easily receive, edit, change status, etc. A clear overview!
The possibility exists to use this as a support function for e.g. support or complaint cases.
E-signature
With fully integrated e-signature via writes the entire flow is supplemented. From the first contact with the customer to the last. Send out agreements, power of attorney documents, price lists, etc. and get signatures in an instant.
Your customer only needs to pick up the mobile phone, read and press "Sign". Win-win.
You constantly follow the flow in real time. The second your customer opens the document, you will see this in Notyfile.
Dialer
Finding new customers is not simple and usually time-consuming. The "Create Call List" function allows you to search and create a list of your favorite prospects.
You can search for e.g. a certain industry, company a specific municipality or enter the size of the company. When you have created your list, you will get a customer image with all the information directly in Notyfile. Start calling from day 1!
Dashboard
A sales-oriented company's dream. Our sales board gives you:
- Overview of the entire company and all sellers
- Individual view with all statistics at the user level
- Dashboard TV with leaderboards and in the next version a gamified view
- Report tool for e.g. sales and meetings.
Offer form
Quickly create quotes from your templates that you can create directly in the platform.
Everything happens with a few clicks and your created templates become available to the entire organization. You can use this function to create other types of templates, for example contract templates.
With the drag and drop function, you can insert text, upload and insert images and article tables. Everything you need to make your quotes look professional!
Projects
Create and follow projects together with your employees
- Create projects internally or connect with customers.
- Invite employees and work dynamically in the same project.
- Create project parts and tasks in project parts so you get a clear picture of what has been done and what needs to be done.
- Time report
- Follow progress and progress in the dashboard.
Marketing Automation
Communicate seamlessly directly from your CRM!
- Create personalized campaign
- Trigger mailings based on customer behaviors
- Analyze your mailings through measurement tools and statistics
