Built-In Full Cycle CRM.
Successful salespeople are knowledgeable, efficient and work within a defined sales cycle.
Adtakr ensures that information for bookings, customers and contacts are available in one place, providing your salespeople with a comprehensive insight to their advertiser.
client records
FULL CUSTOMER SEARCH
CUSTOMER CREATION
Access rights determine who can create Prospects or Full Account customers. The system comprehensively handles prospects, agencies, individuals, companies and subscribers.
DUPLICATION CHECKS
FLEXIBLE RELATIONSHIPS
A full list of your customers and their related agents, with clickable options providing an immediate summary of the relationship. Creating new relationships is a quick one-click option. Adtakr also enables users to relate clients to other relationships e.g. local offices, editorial agents.
MAP INTEGRATIONS
Integrate online mapping such as Google Maps to shows exactly the location of the customer for easier directions and adds to local knowledge.
PREFERENTIAL SERVICE INDICATORS
Helps reduce the risk of your salespeople making unwanted calls and alienating potential customers.
financIALS
FINANCIAL INFORMATION
PAYMENTS
Account and Credit Card payment options for full payment flexibility simplifying the payment process for your advertisers and users.
FLEXIBLE INVOICING
MULTI-CURRENCY
Each client can have a currency assigned ensuring the system can handle payments from who ever you do business with.
to do list
FULL CUSTOMER SEARCH
CUSTOMER CREATION
Access rights determine who can create Prospects or Full Account customers. The system comprehensively handles prospects, agencies, individuals, companies and subscribers.
DUPLICATION CHECKS
FLEXIBLE RELATIONSHIPS
A full list of your customers and their related agents, with clickable options providing an immediate summary of the relationship. Creating new relationships is a quick one-click option. Adtakr also enables users to relate clients to other relationships e.g. local offices, editorial agents.
MAP INTEGRATIONS
Integrate online mapping such as Google Maps to shows exactly the location of the customer for easier directions and adds to local knowledge.
PREFERENTIAL SERVICE INDICATORS
Helps reduce the risk of your salespeople making unwanted calls and alienating potential customers.
contacts
SALES DASHBOARD
SEND TO TASK OR OPPORTUNITY
Results from the dashboard quick reference reports can be added to tasks and opportunities giving users the ability to create opportunity lists from their clients in a couple of seconds.
EMAILING
EXPORT AND PRINTING
Full or partial lists can be exported to Excel or PDF and printed directly from the dashboard. This gives the sales team access to data they would previously have to run full reports for.
dashboard
SALES DASHBOARD
SEND TO TASK OR OPPORTUNITY
Results from the dashboard quick reference reports can be added to tasks and opportunities giving users the ability to create opportunity lists from their clients in a couple of seconds.
EMAILING
EXPORT AND PRINTING
Full or partial lists can be exported to Excel or PDF and printed directly from the dashboard. This gives the sales team access to data they would previously have to run full reports for.