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Thanks to this module, you can check whether the auditor who approves your installations has a free place in the calendar and reserve his availability for a specific date. You check on the map which auditor is closest to the installation site, attach the acceptance report, create a work audit card and send an e-mail notification. The auditor may accept the assignment or ask you for more details. You can also manage his work status throughout the entire process in the CRM system. The auditor checks the installation using the so-called audit cards. After completing the work, the auditor attaches all reports and photos. These documents can also be signed remotely via SMS.

module that allows you to manage telephone campaigns. It allows you to work on large lead databases, which we can import from Excel files. From this module, we can call each lead in three ways: 1. manual selection – we call one lead after another, leads can enter the sales funnel if they are interested in cooperation, 2. progressive selection – after the call ends, the system automatically selects the next one lead and calls itself, 3. predictive selection – before initiating the call, the system checks whether someone answers the phone. Note: to use the module, you must have a SIP gateway configured (Salesbook configures such a gateway, but the user must first purchase it and an external supplier).

A module that allows you to determine the percentage chance of closing a specific sales thread based on AI analysis. The module takes into account the customer’s scoring, actions performed on him within the system and historical results of winning similar opportunities.

Notifications about actions on the platform may come via the SMS channel, e.g. notification about a change in thread status, reminder about a task to be performed or sending an offer. For this purpose, you need to configure the SMS Notifications add-on module.

A fully verifiable mechanism for signing documents or consents on a tablet that ensures the highest security standards (including legal ones). It uses the Apple Pencil device for biometric identification of the user signing.

By default, the Salesbook platform is available from the browser at company-name.salesbook-ent.com. If the client wants to have the system available under his own domain, e.g. sales.company-name.com, he can do it via the Own domain module.

This module allows the user to generate a list of codes that will be used in the sales process. During a sales meeting, there will be a place in the application to enter such a code. After its completion, the code will be saved in the system in the appropriate thread. The module also allows you to review the codes used and condition their use using CRM statuses (for example, the code will be active when the thread reaches the Paid invoice stage).

A module that allows you to provide customers with information about the status of installation teams’ work. Customers receive e-mail or SMS notifications about the progress of the assembly process. You can choose which statuses from your defined CRM process will be sent to customers.

This module extends Salesbook’s reporting options. It makes it possible to provide the user with a special database that stores information about all actions performed within the platform. The user can connect any analytical tool to such a database, e.g. Tableu or Microsoft Power BI, and start personalized data exploration.

If your security requirements require that our platform be run on a strictly isolated infrastructure, we can run, configure and install our system on such infrastructure.

Salesbook has an open API, i.e. a set of rules enabling the transfer of data between our application and third-party applications. This enables flexible integration with almost any IT system. Additionally, the Salesbook API is developed in accordance with the REST philosophy, so it separates the user interface from server operations, is stateless and uses the so-called endpoints.

module enabling user authorization based on the Microsoft Active Directory service. When a user tries to log in, Salesbook will connect to the indicated AD service and check whether such a user exists in AD and has the appropriate permissions. If so, you will be logged in to our platform.

This module allows you to sign documents through integration with the external Autenti system. Autenti uses a qualified electronic signature to sign documents. The operation of the module is very simple: after generating the document, we send it to Autenti, there we sign the document, and finally the document returns to us in the system, where it is saved as signed.

This module allows you to sign documents by integrating with an external Insign system. Insign uses a qualified electronic signature to sign documents. The operation of the module is very simple: after generating the document, we send it to Insign, there we sign the document, and finally the document returns to us in the system, where it is saved as signed.

This module allows access to all invoices associated with a given customer and which have been issued in the Fakturownia application. The module reads PDF files, which we can download to disk or forward. The Salesbook also contains basic additional information, e.g. the invoice payment date, its status, etc.

This module allows you to download product data (names, categories, features, manufacturers, prices) from the SubiektGT application catalog and add this data to the Salesbook product catalog. From now on, all offers created in Salesbook and associated with threads will affect product reservations within SubiektGT.

Using this module, you can easily set up telephone calls from Salesbook. The module not only allows you to conduct a sales conversation, but also to record meetings. All information about calls made and sound files containing the call recording are saved in the Salesbook in an appropriate thread. An audio file in MP3 format can be downloaded to disk.

This module allows integration with external Bitrix CRM. Two-way integration of threads (and any connections, e.g. notes), clients or thread statuses is possible, as well as one-sided integration of a file library or calendar (downloading to Salesbook).