Coclico
Manage your customer database efficiently
Your database, your jewel!
Monitor, know, anticipate and preserve your portfolio and the history of your customers, contacts, prospects and suppliers.
Creation and export of listings and emailings with pre-selection of your target (by status, address, category,…) in different formats.
Reminder tool for your sales actions: tasks to be carried out.
Track your customer file, your contacts, reminders, prospecting…
Total security: all files and exchanges between workstations are encrypted (key 128b)
A useful specialized CRM!
Create and customize your quotes with simplicity and quality
Coclico is very fast and saves you time:
Less than 3 minutes to make a detailed or simplified proposal, with a daily schedule and budget summary.
Edition in one of the 5 languages of the software: fr, en, all, all, esp, it.
Management of multi-accounts and deposits (dates, payments, balances…).
Creation of your catalogue of services and your packages.
Creation of models: customizable, respect of graphic charts….
Planning: integrated space management & function sheets
With a single glance and a single click, consult, organize the planning of all your spaces and edit your function sheets.
Create and describe the lounges, places: restaurants, swimming pool, hall… choose with automatic management of the occupations in the planning.
Integrated planning: display day, week or month, adjust schedules.
Direct booking from the planning and creation of your quotes.
Move your operation, services within the daily schedule.
Organize your customers’ visit: edit the function sheets for your various services for the smooth running of events, add as many comments on services, services, the day…
Each department has its own organisation sheet to make the event a success.
Modifiable function sheets (by service, by customer, by day…) available in pdf or via emails.
A real analysis and statistics tool
Pre-defined statistics and on-demand searches: turnover by sales representative, concretisation rate by user, current turnover, turnover of the establishment, turnover of the companies.
Allows a better management of your projected budgets.
Allows you to make the best decisions when negotiating, but also a real anticipation to be made.
But also to edit your customer listings, final contacts or Agencies, your operations, your services.
And more …
A list of your suppliers
A special DGPS tab: general data protection regulations
Backup of your data with immediate re-importation possible
Import of Kompass customers
Regular updates
SIP: participating website
onsevoitou.com : import quote requests from the referencing site directly into Coclico