Customer Managment in Kladana enable seamless interaction with customers at every stage of the sales funnel:
Gathering Initial Information and Data
Store key client information in a single system (Counterparty card):
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- Contact details of decision-makers
- Company details, including legal and shipping addresses
- Client-specific pricing
- Documents and transactions with counterparties
- Finance
Guiding the Client to Purchase
Closing the Sale
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- Issue invoices (Sales Invoice)
- Create orders (Sales Order)
- Shipping details for the warehouse—all within a single interface
Managing Long-Term Relationships with Clients using Workflows
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- Automatically generate invoices based on orders
- Schedule shipments
- Send payment reminders
- Monitor account balance and settlements (Counterparty balance)
Sales flow analytics using Sales Funnel
- Track sales statuses by clients and by sales stages