Domino CRM

CRM is a robust in-house information system suitable for companies that need to manage project and client administration.

Domino CRM

CRM is a robust in-house information system suitable for companies that need to manage project and client administration.

Key Benefits

  • efficient management of communication with customers and partners
  • fast record entry
  • easy retrieval of stored information
  • simple document approval
  • secure access to documents within workgroups or individuals
  • fast PDF document creation including the use of templates
  • controlled document archiving
  • long-term system lifespan
  • email notifications
  • multilingual environment (CZ, ENG and others possible)
  • seamless integration with other parts of the IS and Lotus Notes Domino applications
  • option for individual customization

Basic Functions

  • customer database management with multiple categorization (company/person/activity)
  • creation and tracking of activities (email, letter, contract, offer, inquiry, meeting minutes, task and dozens more)
  • project documentation management
  • definable approval workflow
  • task assignment and control
  • employee workload monitoring
  • managed document management (ISO compliant)
  • management of suggestions and corrective actions agenda
  • mass correspondence including address label printing
  • marketing materials (gifts) tracking
  • file archive management (suitable for CAD/CAM or graphic files)
  • audit system
CRM - application preview

Connected Modules

Reporter

  • definition of output reports from various source databases
  • time scheduling, background processing
  • output reports in CSV format (MS Excel compatible)

HR Agenda

  • HR system (personnel cards, personnel document archive, job catalog, hierarchical structure)
  • absence tracking (including approval workflow)
  • payroll regulations
  • knowledge and certification tracking
  • access control to public and private information

Project Manager

  • project plan definition
  • project plan fulfillment control
  • ability to assign tasks within project phases
  • creation of output documents in PDF format
  • using data from CRM

Domino Notification Portal

  • management and sending of notifications in the Lotus Notes Domino environment from a single central place

Many Money

  • invoicing and ordering system in Lotus Notes Domino
  • project cash flow tracking
  • delivery note creation
  • payment orders
  • cash flow and other management overviews

More information will be provided by Martin Vlcek

vlcek@csdevelopment.cz