CRM: UNLOCK THE POWER OF CUSTOMER RELATIONSHIP MANAGEMENT

Gone are the days of a simple rolodex. AltiSuite's CRM is your all-in-one solution for customer relationship management, meticulously centralizing all crucial customer-related data – from page visits and product views to search terms, purchases , and interactions – in one easily accessible location. This wealth of information is at your fingertips, empowering your team to cultivate stronger, more informed relationships with customers. By having all the data you need in one place, AltiSuite streamlines the process of nurturing customer relationships, while also simplifying quoting and ordering, giving your team more time to focus on what truly matters - building meaningful connections with customers. Leverage the power of AltiSuite's CRM to unlock the full potential of your customer relationships and drive your business to new heights.

CENTRALIZED CUSTOMER INFORMATION: YOUR KNOWLEDGE HUB

Unlock the full potential of your customer relationships with AltiSuite's CRM, your central hub for all customer-related information. We've designed our platform to make it effortless to access the complete customer story, all in one place.

  • Holistic Customer View:Seamlessly integrate automated data with manually entered information to build a comprehensive profile for each customer. From purchase history and product preferences to customer service interactions and personalized notes, everything you need is at your fingertips.
  • Efficient Information Access:Our user-friendly interface ensures you can quickly locate the specific information you seek, without the need to sift through mountains of data.
  • Integrated Data:With both automated and manual data working in harmony, you gain a 360-degree view of your customers, empowering your team to deliver personalized experiences that drive loyalty and satisfaction.
  • Advanced Automation:Leverage the power of automation to capture customer interactions, preferences, and behaviors, providing you with a rich tapestry of data that evolves and grows with every customer interaction.

At AltiSuite, we believe in the power of knowledge. That's why our CRM is designed to put the most insightful and actionable customer information right where you need it, when you need it.

SALES REP PORTAL: YOUR MOBILE SALES COMMAND CENTER

Empower your sales team with AltiSuite's role-based Sales Rep Portal, the ultimate mobile sales command center designed for maximum efficiency and results.

  • Role-Based Access:Our customized login ensures sales reps can easily manage quotes and sales orders right from their mobile devices, providing them with a seamless, on-the-go experience tailored to their specific role and needs.
  • Customer-Centric View:The CRM intuitively filters and displays only the relevant customers and leads assigned to each sales rep, eliminating clutter and streamlining the sales process.
  • Lead Management:Sales reps can effortlessly nurture leads into customers, with all the necessary tools and information at their fingertips. From initial contact to final sale, our platform supports your team every step of the way.
  • Real-Time Inventory & Pricing:Gain a competitive edge with real-time access to inventory levels and pricing information. This crucial data ensures sales reps can provide accurate, up-to-date information to customers, facilitating a smoother sales process and enhanced customer satisfaction.
  • Quoting and Order Management:Sales reps can swiftly create and manage quotes and orders directly from their mobile device. This level of convenience and flexibility enables your team to respond promptly to customer needs, ultimately driving more sales.
  • Real-Time Updates:Stay in the loop with real-time updates and notifications, ensuring you never miss an opportunity to close a deal or build a relationship.

Unleash the full potential of your sales team with AltiSuite's Sales Rep Portal, where efficiency meets results.