Customer management system at Torgsoft

A CRM system is software for managing customer relationships. It allows you to collect and store customer data, record contacts, analyze their behavior, organize promotions, which in turn improves customer service, increases sales, and optimizes workflows.

A CRM system helps businesses to:

➤ Build customer databases,

➤ Manage marketing campaigns,

➤ Attract new customers,

➤ Analyze demand and forecast consumption trends,

➤ Process requests faster,

➤ Provide a unified platform for customer interaction.

The customer accounting system from Torgsoft specializes in automating work with customers and includes a set of necessary functions for effective management of the customer base.

Torgsoft allows you to create customer cards and store all important information about the customer in them:

• contacts (phone numbers, addresses, email),

• purchase and payment history,

• personal and regular discounts,

• discounts for loyalty cards,

• cumulative discounts,

• number of bonuses for purchases,

• customer interests, important data on interactions.

In Torgsoft, you always have access to the full history of communication with the customer.

And knowing their preferences helps target marketing offers more accurately.

The CRM system in Torgsoft allows you to quickly find clients using intuitive search and filters:

 by date of birth, full name,

 by city or region,

 by interests,

 by phone number, email,

 by client status: individuals, business clients, wholesale, retail,
 by discount cards (active, free, blocked).

The automated search helps work quickly even with a large client base.

Understanding customer interests is the key to creating relevant offers that increase sales.

Torgsoft's customer interaction system automatically identifies user interests based on their purchases. The collected data is used to create promotions or personalized discounts.

To be able to sort customers by their interests, you need to first link the group of products that interest the customer the most to a specific interest in the Torgsoft CRM system.

Segmenting offers by customer interests increases their loyalty and helps to increase the average check by precise targeting.

The Torgsoft CRM system automatically analyzes the customer base and categorizes it for easier management:

 VIP customers: special conditions can be set for them, such as deferred payments or the ability to take products on credit.

 Grouping by activity, spending level, and other parameters: helps highlight the most active customers or those who haven't been in touch for a long time.

Customer segmentation allows for targeted promotions, focusing on the most profitable customers, and creating special loyalty programs to retain buyers. This helps reduce the costs of acquiring new customers.

In Torgsoft, you can easily manage discount programs:

• issue new cards,

• block and unblock cards,

• set individual discount and bonus conditions,

• replace or delete cards,

• analyze customer purchase activity based on the cards.

Thanks to CRM tools in Torgsoft, entrepreneurs can effectively manage communications with customers. How does it work? 

 Create and schedule reminder notifications about important communications with customers or partners.

 Keep a record (log) of phone calls.

 Send automatic notifications via SMS and Viber about events (promotions, sales, debt reminders, etc.). 

Communication automation ensures constant contact with customers, which increases their trust in the business. Fewer missed reminders about key tasks improves the performance of managers and business owners.

The Torgsoft customer interaction system is also a powerful tool for marketing campaigns. Create and manage various promotions, and achieve desired sales results through integrations with business services:

 Create SMS, e-mail, and Viber newsletters.

 Use message templates to quickly create personalized offers.

 Group clients for promotions based on specified criteria (interests, age, city, etc.).

You can create customer databases in the Torgsoft program and set personal and other discounts, such as discount amounts for individual products, a specific total, or the quantity of items in a receipt.

The Torgsoft CRM system automatically collects and analyzes customer data and interactions with them:

 Provides reports on purchases, calls, and customer activity.

 Analyzes the effectiveness of marketing campaigns.

For example, in the program menu item "Buyer activity analysis", you can view revenue for a specific period for a particular user or all clients, by product type, across the entire sales network or a single store.

Thanks to detailed trade and customer behavior reports, entrepreneurs make decisions based on data, not intuition, can identify growth points and problem areas in the business, and constantly improve strategies for working with customers.

The Torgsoft accounting program syncs with Binotel — a virtual telephony service that allows:

• to track sales through the phone, 

• to create databases of customer phone numbers,

• to display customer information during a call,

• to record missed calls, 

• to review previous purchases and calls,

• to have easy access to account history,

• to monitor manager communications, etc.

The sales manager can see information about the client, which is automatically displayed during the call, review the last contact with them and their purchase history — all in one place. 

This improves customer service quality with instant access to their data and enhances loyalty through a personalized approach.

In Torgsoft, you can also store all necessary documentation about customers and sales: contracts, invoices, delivery notes, shipping information, etc. You can even upload document files to the customer card.

The Torgsoft accounting program can integrate with other business services, such as an online store, marketplaces, or mass mailing services. For example, integration with an online store allows you to automatically import and update customer data and their purchases in real time.

Torgsoft integrates with Nova Poshta and Ukrposhta. It generates invoices, automatically adds tracking numbers, and sends delivery information to customers. The ability to automatically create customers from information provided in the waybill and save updated delivery addresses in Torgsoft reduces the time spent on processing shipments.

The program imports order payments, so you can always see which orders have already been paid for and which are still awaiting payment.

You will be able to manage customer and sales records in one system, track customer contacts with the brand across different channels.

The Torgsoft customer interaction system simplifies daily operations and allows business owners to focus on scaling, rather than routine tasks. 

The Torgsoft customer interaction system helps entrepreneurs work efficiently and effortlessly. With it:

• All clients under control. You know exactly who to call, what to send, or what task to complete.

• Customer data in order. Contacts, addresses, purchase and order history — everything is stored in one place.

• Quick order processing. You easily create invoices, check payments, and generate shipping documents.

• No mistakes. The system automatically fills in documents and client data to ensure everything is correct.

• Clients return. You send reminders, promotions, or offers that will interest your customers.

1. Synchronization with online stores: The Torgsoft customer interaction system automates the processing of online orders, transmits up-to-date product information, and ensures transparency and accuracy. This increases customer trust and reduces the load on the support team.

2. Effective communication: The Torgsoft system integrates with SMS, Viber, and e-mail mailing services, allowing automatic notifications to customers about order statuses and deliveries and sending marketing messages directly from the software. This increases their interest in repeat purchases.

3. Gift certificates as a form of care: The software allows you to create, sell, and reissue gift certificates that customers can use to pay for goods or services. This boosts sales, as customers who receive certificates often spend more than their nominal value.

4. Automation of order shipments: The Torgsoft CRM system integrates with popular postal services such as Nova Poshta and Ukrposhta. You can generate tracking numbers directly in the program and automatically send orders for shipment. This speeds up package processing and reduces errors when creating waybills.

5. Convenient settlements and payments: The system integrates with bank accounts via the Privat24 and Monobank services, allowing for the automation of financial transactions. Managers can upload customer payments into Torgsoft and automatically link them to invoices. Business owners gain the ability to quickly check all payments by invoice.

2. Additional option "Customer Interaction System".

3. For tracking IP phone calls — Binotel account Binotel.

Torgsoft's CRM system is a convenient tool that helps entrepreneurs work with clients more easily and efficiently. It not only stores customer data but also automates routine tasks, improves service, and makes your work more organized. By using Torgsoft, you can streamline business processes and build long-term relationships with clients who will return to you again.