CRM

Introducing our HBM Space Customer Relationship & Sales Enablement Solutions – The ultimate solution formanaging customers and growing sales.
Here are just a few of the features that our software offers:
  • Email:
    Our corporate email integration allows for seamless communication within our organization. We ensure efficient and consistent communication with clients and team members with message templates and auto-reply features. Our mass-mailing integrations enable us to easily reach a broad audience, while our team, group, and user mailboxes facilitate organized and collaborative communication. Additionally, our system allows for case- and entity-related auto connections, streamlines processes, and ensures that relevant information is always linked. With these features, we can maintain professional and efficient communication across all levels of our organization.
  • Calendar:
    Our platform offers a comprehensive solution for efficiently managing meetings, calls, and tasks. Our custom time entity feature allows users to easily create and schedule events based on their specific time preferences. Sending invitations to attendees is simplified through our system, allowing for seamless communication and coordination. Integration with Google Calendar ensures all events are automatically synced and updated across platforms. Additionally, our shared calendar functionality lets users view their coworkers’ schedules, promoting better team collaboration and coordination. With these tools at your disposal, you can streamline your workflow and enhance productivity in a professional setting.
  • Tasks:
    The task management system allows users to input the start and due dates for tasks and assign them to specific users or teams. Additionally, tasks can be connected to other entities such as projects, maintenance schedules, assets, etc. Users can set reminders for tasks to ensure they are completed on time and have the ability to set specific locations for where the task needs to be completed. The system can also calculate the hours and costs associated with completing a task, providing valuable insights into resource allocation and budgeting. This comprehensive set of features ensures that tasks can be efficiently managed and tracked within the organization, improving productivity and accountability.
  • Documents¬†Management:
    Our platform offers comprehensive solutions for document management, including input, indexing, search, and processing. Our workflow automation capabilities allow users to streamline document-related tasks and improve efficiency. In addition, we prioritize document security to ensure that sensitive information is always protected. Our user dashboard provides a centralized hub for managing documents and workflows, with customization options to tailor the experience to individual needs. Furthermore, our platform supports establishing document relationships with parent entities, enabling users to organize and access information in a structured manner. Overall, our focus on document management encompasses the entire lifecycle of documents, from input to security, to provide a robust and user-friendly solution for organizations.
  • Reports:
    Our comprehensive suite of reporting options includes billing reports, client reports, financial reports, productivity reports, work-in-progress reports, sales reports, custom reports, and revenue reports. These reports provide valuable insights into various aspects of your business, allowing you to make informed decisions and drive growth. In addition to standard reports, our system also enables you to generate custom reports tailored to your specific needs. You can easily schedule reports to be sent via email regularly, ensuring that key stakeholders are always updated. Furthermore, our reporting capabilities extend to events, allowing you to track and analyze performance across different activities and initiatives. With our robust reporting tools, you can gain a deeper understanding of your business and identify opportunities for improvement.
  • Workflow:
    Workflows are an essential tool for automating business processes. They allow you to define trigger types, conditions, and actions to streamline and optimize your operations. Specifying the trigger type lets you determine what event or action will initiate the workflow. This could be anything from a new customer inquiry to a completed purchase. Next, you can set conditions to specify the criteria that must be met for the workflow to proceed. For example, you might require a minimum purchase amount or a specific time of day. Finally, you define the actions to be taken once the trigger and conditions are met. This could include sending an email confirmation, updating a database, or generating a report. By carefully defining these elements, workflows can help your business run more efficiently and effectively.
Our software is cloud-based and accessible from any device, allowing you to manage your restaurant from anywhere, at any time. Our team of experts is always on hand to provide training and support to ensure you get the most out of our software.
Contact Us to schedule a demo or for more information on how our software can benefit your business.

© 2024 HBM Space. All Rights Reserved.