Contract Management - NetaCRM

The ideal solution to manage all relationships and interactions between the Company and the Customer/User.

In a context where Customer Experience is increasingly central, NetaCRM supports companies in the integrated management of relationships, ensuring continuity, traceability, and added value across commercial and support processes.
The NetaCRM module ensures complete management of Customer/User interactions: from the initial contact to the handling of needs, and the full tracking of commercial and technical activities in the system, supported by dedicated reporting tools. Processes are organized into specific clusters: Relational CRM, Operational CRM, and Analytical CRM.
Relational CRM enables multichannel contact management and offers simplified search features that ensure fast response to customer requests.
Operational CRM manages customer/user records, supports commercial activities, handles KPI monitoring, and provides both summary and detailed reporting.
Analytical CRM delivers insights through reporting on commercial and technical management, highlighting key data on quotes, service delivery, and processes.

Why Choose Neta

Integrated management of operational processes

The solution enables access to shared information and coordination of activities within the various organizational units involved in the management cycle.

Timely identification of information

The available Search Methods provide a quick and effective tool throughout all phases of Contact and Customer/User Request Management, with specific search dashboards designed to always offer a comprehensive overview.

Tracking of Contacts and Requests

Neta CRM ensures a fast and secure reconstruction of events (who, when, what) related to the Customer/User and the Supply.

Simplification of business procedures

Thanks to the availability of specific workflow management tools, it is possible to reduce manual operational activities, enabling a controlled system that can still be manually intervened upon if necessary.

Centrality of information

Thanks to native integration of customer information (Master Data, Contacts, documents, planned actions, completed actions), operators always have an up-to-date and centralized view to carry out their activities.

Customer Relationship Governance

Specific monitoring dashboards and a drill-down approach provide an overall view of the processed workflows and their status through a comprehensive overview, along with the ability to perform targeted data extractions.

Multichannel Contact

Management of the Counter channel, with simplified customer information search through monitoring of inbound and outbound contacts. Call Center management, with the ability to transfer contacts to other authorized profiles. Contact management via Web Portal, ensured through integration with the Netaweb module.

Contact Support

During customer contact, it is possible to attach application documents, photos, technical drawings, etc., with electronic document storage within the CRM, which is also designed to integrate with external document management systems.

Customer/User Master Data Management

There are processes in place for managing basic information, relationship and role management between entities, process and role management, and flexible workflows to characterize the status in which an entity may find itself.

Sales Management

Management of the product catalog process, guided supply lifecycle management through effective workflows, comprehensive management of quotations including tracking of any site inspections, and drafting and sending of the formulated proposal to the customer.

Operation Management

Comprehensive management of scheduling/appointment processes, with work orders generated from CRM processes and synchronized with the originating process, without operational burden on the operator.

Analytics e Dashboard Management

Dashboards and reporting related to commercial and technical management, with a drill-down approach on processes, work orders, supplies, and quotations.

Single Customer View

The features of the User Dashboard/Supply Dashboard enable a complete view of the user, with detailed and historical information that supports more accurate service management tailored to specific needs.

Improvement of the decision-making process

Specific KPIs for commercial and technical service quality are always available through dashboards and reports, ensuring more timely and effective decision support, with the goal of monitoring and improving the quality of the relationship with end users/customers.

Simplification of collaboration

Native integration of user-related data (contacts, actions) ensures a single point of access within the organization, centralizing information and simplifying interaction.

Support for cost reduction

The ease of integration with third-party applications, high configurability, and an effective user experience that promotes learnability help accelerate time-to-market for new features available to operators, contributing to improved operational efficiency.

Monitoring of the relationship with users

The ability to perform cross-channel analysis of user contact points ensures effective engagement, retention, and usage, while also supporting potential improvements through targeted promotional campaigns.

Supports the Customer Satisfaction process

The depth and breadth of integrated user information enable detailed and accurate communication, contributing to the enhancement of overall satisfaction levels.

On prem/Cloud & SaaS
Support services for the solutions