Blue note systems CRM: An innovative CRM which adapts to your environment

Blue note systems offers a comprehensive range of CRM applications (Customer Relationhip Management) to cover all your customer relationship management needs: Sales Force Automation (SFA), Enterprise Marketing Automation (EMA), commercial management, statistics and decision-making, customer service management.

Blue note systems places the individual at the centre of the solution, allowing each employee to build personalized relationships and manage information which could significatively improve customer relationships. Blue note offers a dashboard which allows you to view important elements at a glance, such as contracts in need of renewal. The dashboard can be connected via social networks or any other source of public data, allowing you to access relevant information about your clients and detect potential business deals. You can write an email to your contacts directly from the CRM in order to personalize your exchanges.

The customer follow-up feature is also very comprehensive: you can integrate all the fields you wish, share knowledge with your colleagues and mark favourite profiles which can be quickly accessed from your smartphone. From your computer, tablet, or smartphone, all communications are stored so that you never miss out on any information which could allow you to engage with your clients and prospects during your sales cycle.

Editor: Blue Note Systems

Strengths of Blue note systems CRM

  • Certifications: GDPR, ISO 9001, ISO 27001

Blue note systems CRM customers

No customer reference

Blue note systems CRM pricing and features

Plans & Pricing

Blue note CRM
Standard
Standard
Standard
Contact us
Contact us
Contact us
Contact us

Features

Analytics
Activity Monitoring
Custom Charts
Custom Queries
Dashboards
Data Import/Export
Filters
Forecasting
Interactive Dashboard
KPI
Net Promoter Score (NPS)
Objectives Management
Pivot Tables
Reports
Statistics
Waterfall Chart
Application Customization
Fields
Modules
User Group Interface
Application Settings
Data Import & Export (CSV, XLS)
Management of Rights
Billing & Invoicing
Asset Management
Consolidated Invoices
Contract Management
Custom Invoices
Delivery Note
Down Payment Management
EU and International Invoices
Electronic Invoicing
Invoice ID Management
Late Payment Reminder
Multi-currency Management Multiple currencies (euro, dollar, pound, etc.)
Payment Follow-Up
Purchase Order
Quote to Invoice Conversion
Recurrent Billing
Sending Invoices by Email
Subscription Management
Collaboration
Knowledge Base, Wiki
Managing Attachments
Meeting Management
Shared Calendars
Task Management
Communication
Mail, Post Traditional mail
Notifications Email, sms, or pop-up window that alerts you of an action
SMS Short Message System
Web Mail (Email Management) Sending and receiving emails
Customer Support
Case Management
Customer Interface
Customer Profile
Feedback & Customer Satisfaction
Help Desk
Ticketing
Data Asset Management
Automated Right to be Forgotten
Customer Journey Recording
GDPR Consent Management
Document Management
Document Mass Printing
Document Templates
Electronic Signature
Email Document as a Link
Email document as an attachment
Import
Probative Value Archiving Archiving with legal value
Marketing Automation
Campaigns Management
Direct Mail Advertising
Mass Email
Newsletter Management
Opt-out / Unsubscribe Management
SMS campaign
Survey
People Management
Company Directory LDAP / Active Directory
Staff Management
Process & Workflow
Automatic Actions
Performance Indicators
Task Management & Alerts
Procurement
Catalogue / Price Book
Contract Management
Product Datasheet
Purchasing
Supplier Invoice Management
Supplier Order Management
Suppliers Management
Sales Force Automation
Lead Scoring Prospect qualification
Account Management Management of company information
Business Proposition Customer engagement via product positioning (price, competition, decision making, etc.)
Contact Management Editing and follow-up of contacts for a given company
Customer Geolocation Location of individuals or companies on a map
Events History and Follow-Up Account Activity & History
Lead Management Managing prospective customers from generation of leads to their conversion into sales and long-term relationships.
Opportunity Management Deal that can possibly be gained following the qualification of a lead
Quote Proposal Avoidance
Segments / Populations Possibility to group contacts by type
Training
Attendance Sheet
Course Dates & Schedules
OPCA Reporting Management France Only
Objectives Evaluation
Sudents Inscription
Trainers Management
Training Program
Training Sessions Planning

Services

Integration & Interoperability
API, Web Service Restful APIs
LDAP
Linux OS
Mac OS
Social Networks Integration
Telecom Network
Windows OS
Mobility
Mobile App
Offline Mode
Security & Confidentiality
Audits & Certificates (SAS 70, ISO 27001/2, TRUSTe)
Secure Sockets Layer (SSL)
Single Sign-On (SSO)
Two-Factor Authentication

Data hosted in the following countries: France