Features¶
IEFP CRM covers the entire cycle of a real CRM. Access each menu through the cards below - each one has its own page with a detailed step by step.
-
Dashboard & Calendar
Overview of the business and the task calendar.
-
Companies & Contacts
Entities (NIPC, CAE) and the people linked to them.
-
Products
Family → Subfamily → Item catalog, with VAT by region.
-
Proposals
Kanban pipeline, block-based templates and A4 PDF.
-
Proposal Templates
The document's block-based builder.
-
Campaigns & Email
Marketing by segment, templates, automations and metrics.
-
Analytics
KPIs, funnel, conversion, CAC and LTV/CAC.
-
Alerts
Automatic notifications and activity history.
-
GDPR
Consents, data subject requests, RoPA and breaches.
-
Settings
Entity, branding, email, users and submissions.
Need help?
Have questions? See the Frequently Asked Questions or go back to Home.