Proxima Research — USA

Local settings

Country

Proxima Research — USA

Language

en

CRM Admin Panel

CRM Admin Panel – it is a web service that is a tool for managing all aspects of CRM that require administrator involvement. This functionality allows you to achieve maximum flexibility of the system and has the ability to adapt to most of the customer’s business processes without unnecessary costs for improvements.

The presence of such a tool eliminates the possibility of disagreements between different departments, which contributes to building reliable communications within the company, and leads to increased efficiency. Full control over the CRM system gives organizations the opportunity to better understand their customers and their needs, which helps to attract and retain customers.
This panel allows you to:
  • Directory management in CRM
  • User creation and administration
  • Administration of territories and user bases
  • Changing global settings and rules for working in CRM
  • Setting up individual cards of activities and clients
  • Delimitation of visibility zones and available functionality by user roles