CRM module
Monitoring of expired statuses
Never let a file stagnate again. This module automatically spots files whose status has run past its deadline and flags them to you, so you can follow up at the right moment and keep a pipeline that is always up to date.
The module
Keep a pipeline clean and current
A file stuck too long in the same status is often a forgotten file. This module in your CRM brings them to the surface so nothing is left hanging.
Automatic detection
- Deadlines per status — set the acceptable duration for each stage of your process.
- Files brought forward — overdue files are identified and highlighted.
- Easier follow-up — act immediately on the files concerned.
No more lost files
By monitoring the deadlines on each status, you make your sales follow-up more dependable and maximise your chances of conversion. Your teams focus their efforts where it counts.
- A better conversion rate
- Files handled on time
- A dependable view of your activity
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