CRM

A complete, open CRM module

Why a CRM module in HIPE?

  • CRM is the cornerstone of your sales organization
  • A simple, intuitive, sales-oriented CRM is crucial if your sales teams are to use it.
  • Resolutely connected, our CRM module can supplement and interact with any CRM on the market with which you may be working (such as Hubspot, Salesforce, Sellsy, SugarCRM, Odoo, etc.).
  • HIPE integrates an "open" CRM. Your customers can interact directly with HIPE, creating projects, sharing documents and even making their own quotes.
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HIPE CRM

What are the benefits of CRM
HIPE for your business?

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Centralize your customer data, contacts and opportunities

Centralizing your data via a CRM provides a complete overview that's accessible in real time, improving your decision-making. Facilitate sales forecasting with reliable, unified information. Simplify collaboration between your teams and optimize their efficiency by avoiding information loss.

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Harmonize and structure your sales dynamics

Harmonizing and structuring your sales dynamics means optimizing your sales process, promoting more effective collaboration between teams, reducing errors and providing your teams with a solid foundation for sustained sales growth.

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Track your sales pipeline to better anticipate the future

An effective forecast stimulates growth by capitalizing on future opportunities. It helps you adjust your strategy, budgets and objectives in line with actual business trends.

Main features of the CRM module

HIPE CRM module

Managing your corporate database
Managing your Contacts database
Manage your business opportunities ("Projects" in HIPE)
Invite your customers to collaborate directly on your HIPE
Integration with your dedicated CRM (if you use one)
Integration with your website
Integration with your ERP

*The CRM module is included in all HIPE plans.

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