What is CRM Definition by Timeline ERP

Customer Relationship Management (CRM) describes all aspects of sales, marketing and service-related interactions that a company has with its customers or potential customers. Both business-to-consumer (B2C) and business-to-business (B2B) companies often use CRM systems to track and manage communications through the Web, email, telephone, mobile apps, chat, social media and marketing materials.

TimeLine NEO CRM module includes following USPS:

1. Prospect due Date Follow-up Management
2. Quotation Re-Submission Follow-up
3. Payment Reminder for Invoices
4. Appointment Management
5. Email Management
6. Document Management (DMS)

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