The centralized platform that enables complete management of customer relationships, integrating all information related to contacts, prospects, partners and interaction history into a single system. These tools allow the collection and storage of data such as profiles, communication histories, preferences, purchases, support requests, and secure information sharing across all company departments.

A CRM (Customer Relationship Management) is a system designed to help companies manage and improve relationships with their customers. It is a central platform that allows you to collect, organize and analyze all information related to customers, prospects and interactions with them.

In a competitive market, “adopting a CRM is not just an” option but a necessity. Netboard CRM is designed to meet these needs, offering a simple, powerful and accessible solution for all companies.

Thanks to process automation and workflow customization, CRM increases operational efficiency, reduces response times and facilitates customer loyalty, representing a strategic tool to improve competitiveness and control of business data.

Netboard C.R.M., the Main Modules

• Contact and lead management: unified and organized database for customers and prospects, accessible and updatable by different teams.
• Marketing and sales automation: campaign planning, automatic communication sending and follow-up, advanced segmentation for targeted actions.
• Commercial activity management: monitoring sales opportunities and pipelines, recording calls, emails, appointments and reminders.
• Analysis and reporting: interactive dashboards and analytics tools to monitor performance, sales cycle and customer satisfaction.
• Integration with other systems: ability to connect with ERP, email marketing, social media and third-party applications for an omnichannel business view.
• Document management: archiving of contracts, commercial proposals, forms and related documentation.
• Internal collaboration support: information sharing, task management and team management.

Everything is designed to be just a click away

Usable from any device connected to the Internet

Advanced decision support through data analysis, reports and KPIs

Each module can be activated/integrated based on business evolution