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CRM – Customer Relationship Management

Customer Relationship Management

  1. Lead Acquisition:
    1. Manage leads through various channels: web forms, real-time chats, phone calls, or social media. All these leads are automatically added to the CRM.
  2. Lead Management
    1. The software has an AI system that self-feeds to assign scores to customers, identifying those with the highest potential, so that salespeople or commercial agents can focus more effectively on these clients.
  3. Sales Automation
    1. Throughout the sales process, people repeat various tasks daily. Our software allows you to classify and automate these tasks, saving many hours of work that can be redirected to more productive services, thus increasing productivity.

Contact Forms

  • Customizable CRM Web Forms
  • Advertising Campaigns on Facebook, Instagram, Google
  • Mass Emails, SMS, Instant Messages, Telemarketing Campaigns
  • Migrate data from another CRM
  • Easy CRM data upload via a CSV file
  • Import contacts from vCard, Gmail, Outlook, etc.

Manage and Organize the Leads

  • Automatic distribution of leads and deals
  • Lead qualification based on rules
  • Lead qualification based on rules
  • Duplicate control in the CRM
  • CRM access logging and change history
  • Recover deleted CRM records from the trash

Customer Database Management

  • Visual management of the CRM pipeline
  • 360-degree view of the customer
  • Role-based access management
  • Customizable CRM access permissions
  • Search filters for leads, deals, contacts, and companies
  • Automation rules for leads and deals

Automate your sales funnel

  • Customizable CRM automation rules and triggers
  • Appointment reminders via SMS and email
  • Automatic responses
  • Recurring deals and invoices
  • Document generator
  • Webhooks and app triggers

Omnichannel communication

  • Multichannel CRM contact center
  • VoIP (Voice over Internet Protocol) telephone system
  • Advanced CRM marketing tools
  • Calendar within the CRM
  • Appointment scheduling
  • Confirmation and reminders

Management reports

  • Lead analysis
  • Sales
  • Performance by employee
  • Customers
  • Sales inteligence
  • ROI of advertising
  • Traffic report

The reason to work with MASTERSOFTWARE

  • Fully integrated with our PMS (Property Management System)
  • Tested by millions of companies around the world
  • Praised by critics and industry professionals
  • Worldwide support guarantee
  • Sales inteligence
  • All customer communication organized in one place
  • The best value for money

Smart online management software

More than just management software, it’s having all sales and management tools in a single platform.

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