Workflow and business rules
In any organization, it is important that everyone has access to current customer data anywhere and from a central location. With Appraesto CRM, you have a complete view of all interactions with the relationships from Marketing, Sales, Events, Projects, Subscriptions and Customer Service anytime and anywhere. This interaction history helps you understand relationships, facilitates collaboration between teams and improves the ability to meet customer expectations.
Segmentation
Using the standard search and filter options, quickly find the relationships you want, and easily compile new lists of relationships that meet the specified criteria. Easily create comprehensive selections on multiple attributes. Save dynamic selections in new list view...
Microsoft 365 integration
Integration with the Microsoft 365 Platform products allows you to continue working with your online Office 365 products SharePoint, OneDrive, Word, Excel and Outlook even from within Appraesto.
Event Management
Quickly and easily organize all your events, such as conferences, trade shows, trainings, product launch or fundraising with Appraesto CRM.
Send personalized invitations directly from Appraesto CRM or use the Mailchimp and Laposta event integration option.
Using document templates, generate the required event documents, such as attendance lists, badges and certificates. Process registrations automatically or manually and monitor attendance.
Adaptability
Appraesto can be easily adapted and expanded to meet the (changing) needs of your organization. The software provides comprehensive tools to customize and integrate it with your existing applications.
Thus, Appraesto seamlessly matches specific organizational needs at any time. Employees can additionally personalize and expand the displayed list views themselves to show only the data relevant to them.
The intuitive user interface and ability to automate standard processes makes our CRM software easy for anyone to use
CRM software for successful relationship management.
See who, when and from which IP address was logged in and what changes employees made to the data.
With the standard comprehensive capabilities to fully tailor Appraesto to the unique needs and goals of the organization.
From one central location, always have a complete overview of your relationships and their interactions with your organization, allowing you to better understand your relationships.
With Appraesto, you easily interface with your existing solutions. This way you optimize processes and achieve your goals with maximum efficiency.