huelab's Client Relations focused CRM solution provides a complete, all-in-one solution to handle all front and back end customer, sales, and service related issues.

Here are just some of the features offered in the Client Relations solution:

Sales Force Automation

Whether your sales force is you with your website and phone, or a large staff using email, phone, in various locations around the world, your sales force will benefit from the increased automation provided by huelab CRM. Instead of relying on emails, index cards, or incomplete spreadsheets, you can store and share all leads, contacts and opportunities — so that you can more effectively empower your sales force.

Lead and Opportunity Management

• Manage and track sales leads and opportunities end-to-end in a sales cycle
• Import leads from anywhere, including downloads, trade shows, and your retail presence
• Convert leads into sales opportunities, accounts, and contacts with a single click
• Associate opportunities with accounts, contacts and activities
• Add multiple products to leads to easily track opportunities
• Generate quotes, sales orders, and invoices from potentials and accounts
• Create fully customizable opportunity reports
• Capture leads directly from your website and transfer to your CRM
• Customize online lead form the capture the information most important to your organization

Account and Contact Management

• Track all accounts and related contacts, opportunities, cases, and other details — easily
• Specify relationships between accounts, divisions or subsidiaries
• Import accounts from your legacy applications, including ACT and GoldMine
• Track purchase history of customers and analyze opportunities for up-selling and cross-selling
• Attach customer-specific documents to accounts for quick reference

Activity Management

• Add important customer-related emails to CRM for quick reference
• Store all the details of customer meetings and calls in your calendar
• Manage the daily tasks of your team to organize a streamlined sales process

Customer Support & Service

huelab CRM provides enterprise quality Customer Support & Service features, including Ticket Management, Knowledge Management, Customer Self Service Portal and Support Statistics specifically useful for your organization's customer support force. You can now afford to give each and every customer quality client care.

Ticket Management

• Track trouble tickets related to customers end-to-end as part of your organization's customer support process
• Associate trouble tickets with accounts, contacts and products
• Provide solutions to the trouble tickets submitted through website Customer Portal
• Automatically update the status of tickets through email
• Create customer support statistics to help managers plan for a refined customer support process

Knowledge Base

• Manage product-line Knowledge Base in a centralized location for a better resolution of trouble tickets within least possible time
• Associate Knowledge Base articles with trouble tickets and products
• Provide public access to the Knowledge Base
• Maintain up-to-date articles based on customer suggestions and comments

Customer Self Service Portal

• Fully customizable Customer Self Service Portal deployable on your website
• Secure access to the Customer Self Service Portal
• Allow customers to search Knowledge Base articles before submitting trouble tickets
• Improve the quality of your Knowledge Base via discussions
• Update and notify trouble ticket updates to customers via email

Marketing Automation

huelab CRM features campaign management, email Marketing and online lead genaration useful for your organization-wide marketing requirements. Make managing your marketing effort a breeze while using relevant data gleaned in the other steps along the sales process. This can help make customer retention and procurement a breeze.

Campaign Management

• Manage organization-wide marketing campaigns
• Track campaign effectiveness based on customer data
• Execute personalized mass mailing campaigns for campaigns

Email Marketing

• Manage mailing lists based on existing data related to leads, accounts, and contacts
• Create HTML templates directly within the CRM solution — no need for an expensive add-on marketing product
• Send mass email campaigns to selected mailing lists

Inventory & Sales Management

huelab CRM extends beyond traditional systems to provide complete sales cycle management by integrating Inventory Management functions, including keeping track of your products, price books, vendors, sales quotes, purchase orders, sales orders, and invoices. All of these functions are integrated with the rest of the sales process, so that you don't need to update inventory every time a sale is made.

Product Management

• Manage organization-wide products
• Attach product-specific documents, e.g., collateral or consignment terms, license agreements, and spec sheets
• Add images to easily find products
• Create price books for each client demographic
• Easily procure products from your vendors list

Sales Quotes and Invoices

• Easily track quotes and invoices
• Add line items to quotes and invoices: update subtotals, taxes, adjustments, and grand total amounts
• Create printer-ready sales quotes and invoices deliverable to prospects via email
• Create sales orders and invoices from any sales quote
• Easily display all quotes and invoices related to an account
• Associate invoices with the general ledger for hassle-free accounting

Order Management

• Streamline organization-wide procurement and fulfillment processes
• Track outstanding orders
• Manage an up-to-date stock position via seamless integration between order fulfillment and available stock in your warehouses

Activity Management

huelab CRM allows your company to manage activities with precision. Keep track of meetings, calls, and “To Do” items using the integrated scheduling and email functionality. Easily add recurring events to the shared calendar — to keep everyone on the same page. Study your employees' activity history to see where most time is spent (or wasted).

Scheduling and Time Management

• Keep track of “To Do” items, meetings and calls
• Easily add recurring events to a shared calendar
• Study your employees' activity to improve time management techniques

Analytics

huelab Analytics allows users at each level to gain relevant insight and analysis, based on the information gathered by your day to day operations. Instead of trying to make sense of the spreadsheets, notes, email, and whatever else, you can step back and explore your business with greater ease.

Reports & Dashboards

• Keep track of key metrics
• Build reports for sales force automation
• Sales pipeline analysis by stage
• Monthly sales pipeline analysis
• Sales opportunities by lead source
• Drill down dashboards by time and opportunity stage
• 40 built-in reports and dashboards
• Customize and add as many different reports as you require

Multilingual

Whether your team is already multilingual, or if you're trying to break into a new market that speaks a new language, it helps to be able to relate in the language that your customers and employees use. huelab's CRM solution is available in several different languages, with more coming soon. Contact us if your favorite language isn't listed — we'll be happy to help you.

Languages Available

• Spanish
• Chinese (Traditional & Simplified)
• French
• German
• Italian
• Russian
• Romanian
• Greek
• Dutch
• Danish
• Portuguese