Keep an overview of your leads and customers with a well-organised database. Easily structure your records on companies, departments and client contacts and assign them to your sales team. Make use of complete search options to quickly find all the information you are looking for.
Leverage your sales activity and grow revenue with Unatrix. Customise fields and workflows to suit company processes and facilitate the work of your team. Easily schedule meetings with customers and track them in the CRM solution.
Save your team a lot of time by enabling them to submit one or multiple profiles to customers directly via the staffing software. Use email templates to send branded documents, anonymise CVs effortlessly and define the data you want to include.
Review and approve offers sent to customers by your team. Validate quotes internally by the appropriate stakeholders prior to submitting to customers. Once approved, you can use document templates to export the relevant data into branded documents.
Manage projects at customers and allocated employees in your staffing management software. Add important information like rates or expected durations. Quickly gain a comprehensive overview of all ongoing projects and be aware of the ones that are about to end.
Simplify GDPR compliance through automated data control. Get reminders for expiring consents, facilitate consent extensions and define the scope of data to be removed as necessary. Easily define data storage rules to comply with regulatory requirements.
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