CRM Software - Qobrix

Qobrix CRM System – Built around your processes

We understand a CRM composes an important part of your business. Whether used for monitoring new leads, tracking your sales process, scheduling follow-up reminders, generating reports, or reviewing daily activities, Qobrix will effortlessly deliver on your requirements. Qobrix captures all of your business processes and eliminates complex and ineffective features that have been built into off-the-shelf CRMs which are never used!

AWARDS FOR QOBRIX CRM

Advantages of the Qobrix Platform

Supports both self-hosted and cloud-hosted installations

Two-way integration with ERP or back-office system

Flexible lead and account management

Highly advanced roles permission system

Open REST/JSON API with updated documentation for integration with external systems

With the flexibility of Qobrix CRM, we build the system around your exact processes

OUR PROCESS

1. UNDERSTANDING YOUR REQUIREMENTS

We will begin with understanding your requirements in detail and which pain-points you would like to eliminate with the implementation of your CRM system. All your existing processes will be analysed in detail: from your account opening and sales management processes, to your marketing processes and product management.

2. RECOMMENDATION OF BEST PRACTICES

Based on the analysis from Step 1, we will revert to you with best practices from the industry and will map out the most effective way to implement your CRM system in accordance with your processes.

3. IMPLEMENTATION OF YOUR CRM

The Qobrix platform has been built using the latest advances in technology and software architecture. The implementation of your CRM system will be done in rapid time without any compromise in the quality of your system.

4. INTEGRATION OF SYSTEMS

Depending on your requirements, the Qobrix CRM system can be integrated with a multiple of other systems including your website, live chat, portals, telephony system, mail server, active directory, business intelligence, payment gateways, as well as your back-office/ERP.

5. QUALITY ASSURANCE, TESTING & TRAINING

Although this is listed as a final step, we actually test every step of the way and as often as possible. This avoids large disruptions at the end of any project and ensures the quality of the system throughout. We will then provide administrative, technical and user training to your organisation to ensure the successful rollout of your system.

VIA INTEGRATION SERVICES, QOBRIX CRM BECOMES THE FOCUS-POINT OF YOUR ORGANISATION

MODULES

LEADS

Used to record and process marketing leads and client details. Supports a variety of fields related to
a potential customer including the lead source. This module also provides external campaign tracking.

OPPORTUNITIES

This module is used to reflect leads that have now moved on to a tangible opportunity status. Opportunities are usually created through the leads conversion process. Closing probabilities are also
assigned according to the Opportunity status.

ACCOUNTS

This module is used to centralise a client’s information and group all the accounts of a client.
Accounts are usually created through the Opportunity conversion process but can also be entered
manually or automatically completed through API integration.

DOCUMENTS

This module is used for storing and processing documents required by the business, whether pdf
files, images, videos, or custom files. Document management and document versioning is provided.
The Qobrix API allows these files to be accessed by other systems.

ACTIVITIES

A collection of modules to record business activities such as calls, meetings, emails, and live chat.
This module can be integrated with a company’s mail servers, telephony and live chat systems. It can
also be integrated with an organisation’s ticketing and support systems.

DASHBOARDS

The system provides multiple dashboards which can be customised according to a person’s role within the company. An easy interface is provided for you to customise your dashboards and the fields that you
would like to be displayed.

PERMISSIONS

Qobrix CRM provides role-based security with a role having a set of privileges that defines what they can and can’t do. The flexibility with regards to permissions in the Qobrix System is highly advanced allowing you to cater for hierarchies, geographies, and departments simultaneously.

NOTES & COMMENTS

A set of modules that provide means for efficient internal communications, reminders, and remarks.
Notes can be private, limited to a group, or available to the entire organisation. Notes are colour-coded
to easily differentiate between their statuses.

GENERAL

Built with a modern software architecture, the Qobrix CRM offers an advanced UI, responsive views for mobile and tablet, high-performance, a powerful ORM, a flexible API, and uses the MVC approach to separate data, business logic and presentation.