Centralize information, automate processes, and optimize marketing with a cloud-based tool.
Client Management with a Custom CRM
Enhance your company's client tracking with a tailor-made CRM.
What is a CRM?
A CRM is a key software tool for efficiently and systematically managing client interactions.
Centralized Client Management & Tracking
Client management is one of the most important areas for any company looking to provide efficient service and maintain strong relationships with its clients. Using a CRM (Customer Relationship Management) system centralizes all relevant information.
It enables structured and efficient client relationship management, including key details, contact information, communication history, sales tracking, and task management.
Having a CRM will allow your company or business to:
Data Centralization
All client information stored in a single database, accessible to the entire team.
Process Automation
Reduces manual tasks such as email sending or follow-ups.
Analytics & Reports
Generates clear reports on sales tracking, clients, and commercial strategies.
Its functionalities can be expanded and customized to fit each company's specific needs.
What features does a client management system offer?
A CRM is much more than just a client database.
Client & Contact Management
- Complete client records with personal data, preferences, and communication history.
- Client classification based on categories.
Potential Clients
- Registration of potential leads and tracking of sales interactions.
- Automatic conversion of leads into real clients.
Sales & Opportunity Tracking
- Monitor the sales cycle from the first contact to closing.
- Assign opportunities to team members to ensure proper follow-up.
Task & Project Management
- Creation and assignment of tasks related to clients or sales.
- Management of commercial projects with calendars and reminders.
Process Automation
- Automated email reminders.
- Automated marketing with promotional and follow-up emails.
Billing & Financial Management
- Creation of quotes and invoices linked to clients.
- Integration with accounting systems to synchronize financial data.
Custom Reports & Analytics
- Generation of charts and reports to analyze sales, client retention, and lost opportunities.
- Creation of key performance indicators to enhance commercial efficiency.
Integration with Other Tools
- Connection with ERP, CRM, marketing tools, or email applications.
- Real-time data synchronization for unified business information.
Which Sectors Can Benefit from a Client Management Tool?
Small and medium-sized businesses (SMEs) often have limited resources, making it crucial to manage client relationships efficiently.
Lawyers
Effectively manage client cases, legal documents, appointments, and client communication.
Financial Advisors
Organize client information, accounts, investments, and communication all in one place.
Consultants
Simplify client project management, track progress, invoices, and maintain seamless communication.
Real Estate Agencies
Improve client management, property listings, visits, offers, and communication to close more sales.
Service Companies
Centralize service requests, track client issues, and manage inquiries efficiently.
B2B Companies
Centralize leads, sales opportunities, client contacts, and monitor sales performance.
Non-Profit Organizations
Manage relationships with donors, volunteers, and beneficiaries to maximize impact.
Public Administration
Enhance communication with citizens, manage their requests, procedures, and relevant information.
CRM Expanded with Modules
A flexible CRM allows for custom module programming to meet the specific needs of each business. Some examples of custom modules include:
Marketing Campaign Management
Plan, execute, and monitor campaigns directly from the CRM.
Commercial Visit Tracking
Log and track in-person visits with clients or distributors.
Document Management
Store and quickly access client-related documents such as contracts or quotes.
This approach ensures that the CRM not only adapts to current operations but also evolves alongside business growth.
A custom CRM can transform client management and business processes into a strategic tool.
Benefits of a Custom CRM
Client information must be adapted according to the specific needs of each industry.
Increased Business Efficiency
Optimizes processes and reduces manual tasks, allowing for more precise tracking.
Improved Communication
Centralizes information to prevent errors and ensure better customer service.
Data-Driven Decisions
Access to detailed reports and analytics to make strategic decisions with confidence.
Scalability & Adaptability
Over time, businesses evolve, and the client management system can be adapted accordingly, avoiding unnecessary migration costs in the short term.
Why implement a client management software with Gilsys?
We understand the code and can customize it to fit your needs
It is difficult to find a company that not only implements client management software but also understands the source code and can adapt it to the specific needs of each industry.
Tailor-Made CRM Solutions
We develop custom modules to adapt the CRM to your business’s daily operations.
Integration with Other Systems
We connect the CRM with other tools in your company, improving data flow and management.
Transparency & Practicality
We propose practical and efficient solutions, avoiding overly complex or expensive tools unless necessary.
Ongoing Updates & Support
From initial implementation, we provide support and updates to enhance functionality and security.
Do you need to manage your clients and maintain organized tracking?
We offer a customized CRM, tailored to your company’s needs.