Product
Techbooks CRM
Generate a single view of your prospects, customers, partners and vendors and give sales, marketing and support teams the real-time data they need to deliver exceptional customer experiences and drive sales.
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OUR PRICING
Our affordable pricing plans
we believe in transparency as the foundation of trust with our clients.
$125/year
Entry Level package
Billed annually
- 7 Days Free Trail
- Upto 2 users
- Easy Data Backup
- Cloud Database
- Sync to All Devices
$150/year
Normal package
Billed annually
- 7 Days Free Trail
- Upto 5 Users
- Easy Data Backup
- Cloud Database
- Sync to All Devices
$200/year
Premium package
Billed annually
- 7 Days Free Trail
- Unlimited Users
- Easy Data Backup
- Cloud Database
- Sync to All Devices
Techbooks CRM Features
Techbooks CRM delivers wide-ranging benefits by automating business processes, improving operational awareness and giving organizations greater control over their resources.
Sales Force Automation
Provide your sales organization with integrated sales processes from opportunity, upsell and quote management to sales forecasting, order management, fulfillment and commissions. Sales teams get visibility into every aspect of the customer relationship, including support cases and back-office information such as contracts and inventory.
Marketing Automation
Target, build, execute and measure the success of marketing campaigns — taking the complexity out of lead qualification and conversion. Track and measure a prospect's activity, identify when a lead meets known buyer-readiness conditions and pass that lead to sales as soon as it meets your predefined criteria.
Customer Service Management
Create and automate case management processes so that customers can submit cases online, review the status and reply with follow-up communications. An online knowledge base helps customers get the answers they need.
Enterprise Performance Management
Techbooks Enterprise Performance Management brings together planning, budgeting, forecasting, account reconciliation, financial close, and reporting processes from across the entire organization.
Partner Relationship Management
Enable real-time information flow between you and your partners. Maintain full control over every element of the partner-focused sales and marketing process, including joint marketing campaigns, lead management, sales forecasting, pipeline management, order processing and partner commissions and royalties.
Reporting and Analytics
Built-in reporting, real-time analytics and role-based dashboards enable sales, marketing and service teams to continuously monitor performance. Sales can access personalized goals, such as achieved versus quota and sales pipeline by stage. Customer service teams can measure case trends and client satisfaction. Marketing can examine acquisition, engagement and conversion metrics for individual campaigns.
Supercharge Sales Performance
Equip sales with real-time access to prospect, customer and order records. With integrated sales processes from opportunity, upsell and quote management to sales forecasting, order management, fulfillment and commission, sales performance is greatly improved.
Superior Customer Service
Give everyone who interacts with customers — sales, support and service — access to updated, real-time data. customer view gives your service and support reps better visibility into customer issues and enables them to provide a consistent service experience across touchpoints.
Engaging, Relevant Experiences
A unified view of customer preferences, transactions and interactions enables sales, marketing and support teams to deliver consistent and relevant experiences across all touchpoints. Enhance the shopping experience with native integration between techbooks CRM and commerce systems.
FAQ SECTION
Frequently asked questions
Yes, Teckbook is a cloud solution designed to be accessed by browser. The solution is responsive meaning it presents data in the best format to suite the device being used. Screens on a mobile phone or tablet for example are automatically optimised for the form factor. There is also an optional desktop App that looks exactly the same but runs as a separate application to your browser. You may prefer to use this whilst at work as it allows you to easily switch between browser and Techbooks with Alt+Tab (or Command+Tab on a Mac)
No, everything stored in Techbooks is backed up automatically and securely in the cloud.
Completely. For ease, Techbooks comes with a full suite of predefined user roles based on our extensive experience of implementing financial and ERP software in a wide range of environments, to which you can assign to your staff accordingly. For even greater control, you can add your own roles and access rights, providing an almost infinite set of user access controls down to a very detailed level.
You can allow your external accountant to access and do as much or as little as you wish, simply by making them a user. Most customers take care of their everyday activities (around banking, income and expenditure) and, depending on their internal resources and financial skills, may use their external accountant to prepare period end, accruals and final accounts.
None whatsoever. When you need more storage space, you get more space, automatically. We provide a generous allowance for storage space and in circumstances where more is required, there is a small charge.
Techbooks comes with an extensive set of standard financial reports and graphic analyses out of the box, and of course we’ll set up any others you might need during implementation. On top of this you can use our phenomenally powerful enquiry system and report generator to create your own reports accessing any data you like across the whole system.
Techbooks CRM Benefits
Techbooks ERP delivers wide-ranging benefits by automating business processes, improving operational awareness and giving organizations greater control over their resources.
Single Data Source
single view of a customer across all channels provides complete visibility into all online, in-store and phone transactions and interactions.
Improved Sales Performance
Get visibility into pipeline and forecasts and streamline the sales process with a fully unified quote-to-order, cash and fulfillment solution.
Effective Campaign Management.
Streamline execution of marketing campaigns across multiple channels.
Increased Customer Satisfaction
Support teams can access customer information anytime, anywhere to drive customer satisfaction and retention.
Multiple Sources of Data
A centralized source of data — on customers, products, pricing, discounts, taxes and more — increases employee efficiency and collaboration.
Managing Sales Commissions
Automatically manage sales and partner quotas, and process commissions and referral bonuses end-of-month or end-of-quarter.
Easy Customisation
Optimize warehouse operations with RF-device-directed putaway and picking tasks, driven by customized, user-defined strategies and advanced capabilities like wave management, cartonization, cycle count planning, real-time inventory updates and shipping system integrations.
Faster Time to Value
Techbooks has packaged the experience gained from tens of thousands of worldwide deployments over two decades into a set of leading practices that pave a clear path to success and are proven to deliver rapid business value.
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8+ Years
Field Experience
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950+ Projects
Done Around World
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99%
Client Satisfaction
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2 Mins
Response Time
Contact Info
+971 54 386 3244
info@techbookuae.com
Visit our office
Office no : 507, A1 Building Ajman Free zone