KeepinCRM

We configure CRM and adjust business processes so that automation really works.

98%

of applications and appeals have information on the source of traffic

700+

Target applications returned to the work of managers

  • Ukrainian CRM for small and medium-sized businesses with automation
  • Audit of business processes before the implementation of CRM
  • Everything you need in 1 system: leads, customers, deals, tasks, warehouse, finance, documents, deliveries, SMS, integrations, triggers, and more
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In 2020, we entered the TOP 5 companies implementing CRM-systems in Ukraine

We are trusted by TOP business consultants of the Ukrainian market

We have established ourselves as integrators in 25 market areas

60%

Increase in resale without increasing advertising budget

42%

Increasing the effectiveness of the Team by automating business processes

60+

Hours are released on average from the head with the help of analytics

+21%

Increase in efficiency of sales managers

CRM system is a tool. Integration is just a mechanism. Most importantly – the result of the sales department from the integration of CRM-system.

In order to achieve similar results, we are strengthening CRM with our experience in quality control of sales departments.
With DOitWELL, every CRM system becomes a sales growth tool that works for you.

We have already seen this:

SPECIFICATIONS KeepinCRM

Sales and client management

  • Налаштування власної воронки продажів
  • Мультиворонки
  • Маржа, собівартість, джерела, знижки
  • Архів виконаних замовлень
  • Виділення не переглянутих замовлень
  • Генерація документів і прикріплення файлів
  • Завдання
  • Фінанси (авансові оплати, гаманці, доходи/витрати)
  • Створення ТТН і відправлення SMS
  • Контроль термінів для кожного етапу
  • Додаткові продажі
  • Ліди, клієнти й повна історія роботи з ними
  • Тегування клієнтів, створення своїх полів і багато іншого

Sources

Orders/applications from the website, marketplaces, social networks, Email come to one place – KeepinCRM. A client and an order with full data are automatically created.

Don’t miss a single order, distribute it to managers, monitor the implementation and work efficiently. And our team will work on expanding the number of sources.

Need to connect your website to KeepinCRM? It’s easy! We have a solution for such tasks – the LeadBox service, which allows you to collect all requests and transfer them to CRM according to your algorithm.

Translated with DeepL.com (free version)

Delivery service

Integration with Nova Poshta, Ukrposhta and system delivery.

Creation and printing of consignment note
Courier list
Automatic filling of customer and product data
Tracking the status of shipments
Mass printing
Ability to connect multiple accounts
Widget with waybills that arrived at the branch and information about paid storage
Automatic SMS with the waybill number when sending
Top 10 cities by shipments
System delivery
A separate section with all waybills
Auto-return of Nova Poshta shipments (coming soon)

Automation

Automated actions are one of the most important points in CRM, and we are actively working in this direction. Currently available:

  • Write-off and return of goods to the warehouse
  • Conversion from leads to customers
  • Posting finances
  • Change the stages of the sales funnel based on delivery statuses
  • Sending SMS at the stages of the sales funnel
  • Auto-acceptance of the Prom.ua order
  • Birthday greetings for customers
  • Auto-verification of the customer through BlackBox
  • Creating a lead/task if online chat operators are offline
  • Creating tasks at the sales funnel stage, lead/customer status
  • Creating tasks if there are n days left before the deal is completed
  • Creating tasks if there is little product left in the warehouse
  • Sending SMS after a certain time
  • Sending deals to the archive
  • Generating a document at the sales funnel stage
  • Creating tasks if you have not worked with a client for a certain period of time
  • Automatic change of the responsible perso
  • Automatic transfer of a client to the archive or to another section
  • Creating tasks if there are problems with the deal or the deal is at the stage for a long time

Warehouse

With KeepinCRM, you can fully work with your warehouse, and we add new features every month. Currently available:

  • Control of balances
    Unlimited number of branches (warehouses)
  • Cost price, margin and several types of prices in the product
  • Custom fields: color, size, etc.
  • Modifications
    Full history of sales and movement of goods: income/expense
  • Multicurrency
  • Transfer of goods between branches
    Import, export of goods
  • Mass price change and cataloging by folders
    VAT
  • Formation of invoices, acts on the basis of goods in the transaction
  • Automatic write-off and return of goods to the warehouse

SMS and calls

  • Stable integration with Binotel and a pop-up window when you call
  • Calls from CRM
  • Create a customer and order in 1 click
  • Call history and listening to the recording
  • Automatic, manual and bulk
  • SMS sending
  • Templates and variables for SMS
  • Sending statistics and multiple senders
  • Sending different SMS by different deal sources

Finance and documents

Keeping your finances and generating documents in KeepinCRM is easy and convenient. Believe us, you will like it!

  • Unlimited number of wallets and multi-currency
  • Maintain income, expenses and transfer between wallets
  • Categories of income and expenses
  • Payment history
  • Management reports
  • Uploading files for payments
  • Generation of documents, acts, invoices in 1 click using your own templates
  • Variables by client/transaction
  • Finance, documents are attached to the agreement and the client
  • Ability to upload files

Objectives.

TasksCreate tasks and monitor their progress, and the system will remind you at the right time. You can create tasks with a link to a deal, to a client, or without a link.

You can work with tasks in the format of a calendar, columns, or a list, as well as through a widget on the desktop. All completed tasks can be sent to the archive. Other features include: creating custom fields, uploading files, setting a completion date, responsible persons, creating statuses, creating checklists, adding comments and notes.

IF YOU WANT TO: 

  • Grow in the market, not stomp on the spot
  • Work in the premium segment and cooperate with money clients
  • Bypass competitors and be remembered

Choose DOitWELL

We are pros where others are just starting out. And we are ready to prove it to you!

Leave a request for an individual CRM presentation!

Our specialist will demonstrate all the capabilities of the CRM system on the example of your business.
I want a presentation
The presentation consists of three blocks:
  1. Demonstration of key CRM tools and capabilities
  2. Parsing your case and solving it with CRM
  3. Session: Question and Answer

BENEFITS KeepinCRM

You do not lose customers

100% of contacts, appeals and orders will go to the only system that the manager will not take with him after dismissal.

Complete picture of sales

The key screen of CRM is a sales funnel, in which it is easy to track all processes to make the sales department work more efficiently.

Increasing the efficiency of managers

The system will remind the manager of the call, set a task to send a commercial offer or miscalculation.

Online process management

You can control the online sales department from anywhere in the world with the help of a functional application.

Customer loyalty increases

CRM helps build a high quality service when you are not an obsessive "seller" but a loyal friend and helper.

Costs are reduced

End-to-end CRM-based analytics will help you adjust your advertising budget and keep your ads with the highest ROI.

INTEGRATION PROCESS KeepinCRM

Of course, each integrator has a different process for implementing a CRM system, but the position of DOitWELL specialists is that any automation should begin with an in-depth study of internal processes and their improvement

Want to manage the result?

We will select solutions to unleash the financial potential of your sales department to the fullest.
Get a consultation

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RESULTS OF OUR CLIENTS

Developer Liko-Holding

Results achieved:

  1. Optimized for managers the process of demonstration and booking of apartments using the service Profitbase.
  2. Connected the widget of document formation, which allowed to form a contract in 1-2 minutes.

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Business Education Solutions LLC

Results achieved:
  1. 25% – increase in efficiency of sales managers.
  2. 2 months after setting up amoCRM, as well as changes in the motivation system, the sales result in January (usually a quiet month) was higher than in any of the months of operation in the last 2 years.
Read more

Lisap Online Store

Results achieved:

  1. Digitized the process of B2C market customer service with its automation by 40%.
  2. Implemented a loyalty system and set up the process of automatically launching mailings to increase sales.

Read more

MORE CASES OF THE SALES MANAGEMENT CENTER?

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БІЛЬШЕ КЕЙСІВ ЦЕНТРУ УПРАВЛІННЯ ПРОДАЖУ?

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