CRM
Azyra has everything you wish for in CRM but easy and intuitive. Seamless integration with operations and financials supercharges workflow and delivers the highest level of customer service.
From leads to customers
Customers, prospects and leads are managed in the same module. Users with permission can convert prospects to customers and apply credit terms, service instructions and rate cards.
Know everything
Staff in sales, operations and finance have instant access to everything related to a customer – emails, notes, events, contacts, quotations, jobs, orders, credit history, quality issues, KPIs and profitability.
Control towers
Control towers for opportunities, account management, sales executives, events and quotations enable easy management of everything.
Quotations
Azyra makes it easy to prepare, cost, price and email quotations and to follow them up and convert them to jobs and orders.
Template quotations
Template quotations streamline workflow and ensure consistency.
Rate cards
Intelligent rate cards handle pricing and costing for quotations and all aspects of your business.
Profit not turnover
Actual margin by order, job and customer is at the heart of Azyra’s CRM, Operations and Financials.
Relationships
You can assign relationships to prospects such as Lead, Likely Prospect, Definite Prospect. Customers can be classified as Occasional, Price Sensitive, Valued Customer, Key Partner.
Targeted emails
Bulk personalised emails with attachments can be sent to customers and prospects based on a wide range of selection choices.
Business alert
The business alert monitor allows you to react quickly to a drop off in orders or jobs from a customer.
Competitors
Azyra makes it easy to track competitors and link them to your prospects and customers.
Multi-company and multi-country
Staff in a multi-company/multi-country group are only aware of customers and prospects belonging to companies and countries to which they have permission.