CRM B2B/B2C 

A CRM marketing tool to increase your sales, build loyalty and anticipate the needs of your customers and prospects!

Our online B2B / B2C CRM is a data marketing platform allowing you to manage your customer relationships, from making appointments to invoicing

Refine your knowledge of your customer data

Customer files

All customer information (sales and marketing) grouped together on a single sheet for greater clarity and efficiency

Company files

All information related to a company gathered in one place for collaborative monitoring

Quote

Manage the creation, sending and follow-up of your personalized quotes. Automatic addition of products and services. Customizable templates and signatures

Billing

Manage the creation, sending and payment follow-up of your invoices directly in the CRM

Dashboard

Find many key indicators to qualify your contact base and develop your customer knowledge

Optimize the management of your prospecting and customer relationship

Hyper segmentation

Target your customers more precisely thanks to tailor-made segmentation based on information drawn from customer files thanks to our data marketing platform

Opportunities

Use our online CRM tool to keep an eye on the progress of your opportunities through our customizable pipeline

Geolocation

Geolocate customers and prospects to save time by optimizing sales meetings

Sales assistant

Centralize information and customer relationship monitoring for better management of your sales team. Note taking, file sharing, tags, calls, tasks …

Mailbox

Integrated mailbox, personalized signature. All your exchanges centralized in a single environment

Make it easier to track tasks and save time

Content-Aware Fill

Company information pre-filled from a SIRET number using legal information provided by the state (addresses, NAF codes, BODACC)

Ticketing

Manage tickets for support requests. Priority, status, responsibility …

Automatic signature

Sign your contracts with an electronic signature in partnership with Yousign

Cooperate with your marketing and sales teams

Multi-account CRM tool

Each user has an access to facilitate the management of the account

Drive

A place to store and share, with the possibility of editing .xls, .docx files, …

Multilingual

The CRM platform is available in French, English, Spanish, Italian, German, Dutch, Portuguese, Polish and Russian

Calendar

Quickly view all of your planned commercial actions: appointments, calls, to-do items, meetings, vacations …

Want to know more about our features?

idFuse, a secure French CRM solution …

Servers

Your data stays close to you. Data hosting in France and Switzerland

Data encryption

Ensure the confidentiality of your data without limiting the platform use to other users

On-premise solution

Take advantage of a solution installed directly on your servers to control the security of your data

GDPR compliance

Compliance with the rules for the protection of personal data in force (Informatique et Libertés n ° 2016/679). Member of Signal spam and SNCD

… and eco-friendly 

Ecology of our servers

We have chosen an ecological hosting tool, Infomaniak, which offsets 200% of its C02 emissions and uses 100% renewable energy

Green electricity

We have chosen a Grenoble electricity supplier GEG to supply us with 100% renewable electricity

We donate one percent of our annual turnover to the 1% for the planet collective, working for the protection of the environment

During trade shows and and to limit plastic use on our stand, we donate the budget initially planned for goodies to the Mountain Wilderness association

Need advice on choosing the right commercial CRM?

What if you passed the milestone in 2021?

Digitalization of B2B sales forces …

What are the 5 commandments of a good CRM?

The essentials of a good CRM …

What criteria
for my commercial CRM?

The criteria for a B2B CRM …

What features for my B2B CRM?

Our favorite features …

Tailor-made B2B CRM: a real gain or a false good idea?

Benefits of a CRM …