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Base Version

Aduqa CRM Features

A ready-to-use set of modules for customer management, sales, teamwork, documents, projects and business processes — with the flexibility to further develop the system around your company's needs.

Included in the base version

Ready-to-use CRM modules, collaboration tools, reporting, automation and core integration capabilities.

Built to grow with your business

Module structure, processes, reports and integrations can be adapted and extended to match your company's real workflows.

01

CRM & Sales

Core tools for managing customer data, controlling sales and maintaining a complete history of every customer interaction.

Accounts

A central database of companies, organizations, partners and other business entities your company works with.

  • contact details and company information
  • assigned employees
  • complete interaction history
  • related opportunities, documents and activities

Contacts

A database of individual contacts associated with customers, partners and other accounts.

  • contact details and job titles
  • association with companies
  • communication history
  • tasks, meetings, calls and emails

Leads

Manage potential customers from the initial enquiry through qualification and conversion into the sales process.

  • lead source and contact details
  • assigned sales manager
  • statuses and qualification results
  • complete lead interaction history
Core module

Opportunities

Manage sales opportunities and potential deals throughout the complete sales cycle.

  • sales stages and statuses
  • amounts and expected closing dates
  • assigned sales managers
  • tasks, communications and documents
  • complete opportunity history

Pipelines

Visual representation of sales and other business processes by stage.

  • track opportunity movement
  • see the current state of the sales process
  • quickly identify records that require attention

Quotes

Create and manage commercial proposals directly within the CRM.

  • products and services
  • prices, discounts and totals
  • links to customers and opportunities

Contracts

Manage agreements, contracts and related business documents.

  • contract parties and responsible employees
  • validity periods and statuses
  • links to customers and opportunities

Cases

Register and process support requests, questions, complaints and other customer enquiries.

  • assigned employees
  • processing statuses
  • complete case history
02

Teamwork & Communication

Plan work, coordinate your team and keep communications connected to customers and business processes.

Tasks

Create, assign and control day-to-day work tasks.

  • assignees and deadlines
  • statuses and priorities
  • links to customers, opportunities and projects

Meetings

Schedule customer meetings and internal team meetings.

  • date, time and participants
  • description and status
  • links to CRM records

Calls

Schedule and record telephone communications with customers.

  • inbound and outbound activities
  • call history
  • links to customers, leads and opportunities

Calendar

A unified calendar for individual and team activities.

  • tasks
  • meetings
  • calls and other scheduled activities

Notes

Store internal comments and additional information related to CRM records.

  • text notes
  • file attachments
  • links to other CRM modules

Email

Work with email directly in the CRM context.

  • store email correspondence
  • link messages to customers and contacts
  • communication history inside CRM records

Chat

Internal communication between CRM users for fast discussion of day-to-day work matters.

Employees

Manage users and employees working within the system.

  • employee information
  • roles and departments
  • access to CRM functionality

Knowledge Base

A central place for internal instructions, procedures, answers to common questions and other company knowledge.

03

Products & Documents

Product catalogue, inventory information and document generation connected directly to customer and sales processes.

Products

A central catalogue of your company's products and services.

  • product names and SKUs
  • descriptions and prices
  • use in quotes and invoices

Inventory

Manage products and inventory information directly within the CRM.

  • product catalogue management
  • stock balances
  • inventory data within business processes

Documents

Centralized storage of business documents and files.

  • links to customers
  • links to opportunities and contracts
  • project and module-related documents

Invoices

Create and manage customer invoices.

  • products and services
  • prices, quantities and totals
  • links to customers and opportunities

PDF Templates

Generate ready-to-use documents automatically from data already stored in the CRM.

  • commercial proposals
  • invoices
  • contracts and other documents
  • custom company templates
04

Project Management

Plan work, break projects into manageable stages and monitor execution in the same environment as your customer data.

Projects

Organize and manage internal and customer projects.

  • deadlines and responsible employees
  • related customers
  • tasks, documents and activities

Project Tasks

Break projects down into individual tasks and stages.

  • assigned employees
  • deadlines
  • work progress tracking

Project Templates

Reusable project structures for quickly launching repeatable projects and workflows.

  • predefined stages
  • predefined project tasks
  • reusable project structures

Kanban

Visualize work as cards distributed across stages or statuses.

  • clear overview of current work
  • move records between stages
  • use across different business processes
05

Marketing

Work with your customer database, segment audiences and manage marketing activities using CRM data.

Marketing

Tools for organizing marketing activities using customer data stored in the CRM.

Target Lists

Create segmented lists of customers and contacts for targeted communications.

  • marketing campaigns
  • email campaigns
  • surveys and other mass activities

Surveys

Create and conduct surveys among customers or other respondent groups.

  • collect responses
  • work with targeted audiences
  • use survey results within the CRM
06

Analytics & Reporting

Tools for obtaining management information, creating custom reports and monitoring key indicators on a regular basis.

Flexible configuration

Report Builder

Create custom reports from CRM data without programming.

  • select modules and fields
  • filter data
  • grouping and report parameters

Scheduled Reports

Automatically generate and deliver reports according to a predefined schedule.

  • regular management reporting
  • automatic report generation
  • delivery without manual execution

Excel Export

Export CRM data for further processing, analysis or exchange with other systems.

07

Configuration & Automation

Tools for adapting the CRM structure, automating operations and managing access without rebuilding the entire system.

System development

Process Builder

Configure automated business processes according to your company's operating rules.

  • automatic task creation
  • data updates based on defined conditions
  • automatic notifications
  • sequences of automated actions
System development

Module Builder

Create additional entities and modules for company-specific processes.

  • extend the CRM data structure
  • create custom business entities
  • adapt the system to your business model

Roles & Access Groups

Flexible management of user access to CRM data and functionality.

  • user roles
  • groups and departments
  • data access restrictions
08

Integrations

Core integration capabilities are included with the system, while specific scenarios can be adapted to the services and processes used by your company.

IP Telephony Integration

Connect your telephony platform to the CRM and manage calls in the context of customer data.

  • link calls to customers
  • telephone communication history
  • adaptation to a specific telephony platform

Messenger Integration

Connect messaging channels and keep customer communications within the CRM.

  • unified communication history
  • link messages to customer records
  • adapt communication workflows as required

AI Integration

Connect AI services to Aduqa CRM data and business processes.

  • analysis of data and communications
  • work with texts and documents
  • AI assistants and process automation
  • custom AI scenarios
The base version is just the foundation

The system does not end with the standard set of modules

Aduqa CRM can evolve together with your company. During implementation and ongoing use, you can adapt the data structure, automate processes, create new modules and connect external systems.

Business process configuration Fields, statuses, data relationships and workflow logic can be adapted to your company's processes.
New modules and functionality The system can be extended with custom entities and specialized functionality.
Integrations CRM can exchange data with telephony, websites, accounting systems, messengers, AI services and other business applications.
Automation Routine operations and sequences of actions can be performed automatically by the system.

Want to see how Aduqa CRM could work for your company?

We will demonstrate the system and discuss which modules, processes and integrations are relevant to your business.

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