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CRM for translation agencies - collect and process information

Imagine that your translation agency is an orchestra. Every musician is a translator, editor, project manager or other specialist, and CRM for a translation agency is a conductor who coordinates their work.

Collection of information in CRM for translation bureaus

The CRM system, as an attentive conductor, collects data on everything: from customer contacts and order history to project completion dates and feedback.

This is done by:

1. Form: Customers can fill out online forms to provide information about their projects.

2. Email: A CRM system can integrate with your email to automatically collect data from emails.

3. Other systems: A CRM system can synchronize with your other business systems, such as accounting software or a project management system.

Information storage:

Imagine that you are managing a translation agency that is constantly buzzing with activity. Translators work on texts, editors carefully proofread every word, and project managers juggle deadlines and clients.

From customer contact details to order history and translation files, the CRM system stores all of this information in one secure location that is accessible to all members of your team. It's like a central archive where every musician in an orchestra can find what they need to perform their part flawlessly.

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Original question is available on version: ua Вячеслав Легеза

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