All modules for your business are in DinamikCRM!
 Customer Management Sales & Marketing Communication Operational Management Service & Support Training & Management

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Customer Relationship Management (CRM) modules allow your company to manage interactions with customers, potential customers, and other business partners through a centralized system. These modules are designed to record customer information, track customer history, and optimize customer relationship strategies. With CRM modules, you can increase customer satisfaction, improve service quality, and maximize sales rates.

Customers

The Customer Management Module enables your company to manage all customer relationships through a centralized system. With this module, you can track your customers at different stages (Potential, Quotation, etc.), record basic contact information and social media accounts. Additionally, by marking the emotional states during each customer interaction, you can gain insight into customer satisfaction and manage all communication permissions (SMS, phone, email). You can easily upload images, contracts, and other documents related to customers and send SMS and emails. With the Custom Fields feature, you can create your own forms and record the additional information you need.

 

Contacts

Contact Persons Module allows you to effectively track individuals and companies you are in touch with. You can record personal and corporate contacts, their contact information (phone, email, social media accounts), and addresses. Additionally, you can add specific images to your contacts, manage communication permissions, and mark emotional states during each interaction to enhance your communication quality. You can also directly communicate via SMS or email, store personalized information with custom fields, and upload all important documents (contracts, agreements) to the system.

Companies

With the Companies Module, you can easily manage all companies and track them at different stages (Potential, Quotation, etc.). The funnel view allows you to record and categorize company information (phone, email, address, social media accounts). You can manage communication permissions (SMS, Phone, Email), upload documents related to the company, and record additional information with custom fields.

Suppliers

The Supplier Management Module allows you to easily manage your suppliers, who are your business partners, through the system. This module can record supplier information, related products, contact details, and debt records. Additionally, you can set important reminders such as payment and delivery dates and upload images and documents related to suppliers to the system.

 

Leads

The Leads Module enables you to manage your potential customer candidates through a dynamic process. With this module, you can track your leads at five different stages (New, Contacted, In Discussion, Quotation, Customer), record their personal information (such as phone, email, social media accounts), and categorize them based on source. Additionally, with the integrated form features of DinamikCRM, you can collect leads from your website or social media, manage communication permissions, and convert your leads into customer or contact records with a single click using the lead conversion tool. By recording the emotional states during each interaction with your leads, you can gain insight into the average mood, record additional information with custom fields, and upload customer-specific content (images, documents).

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Sales and Marketing modules provide the necessary tools to manage your company’s marketing campaigns, evaluate sales opportunities, and achieve revenue targets. These modules enable you to reach the right audience by analyzing customer data, develop effective marketing strategies, and automate your sales processes. Additionally, they help measure campaign success and increase ROI.

Opportunities

The "Opportunities" module allows you to capture potential opportunities that may result in sales, recording them based on company, customer, and prospect, and managing your sales process effectively. You can easily track opportunity stages (New, In Progress, Won, Abandoned, Lost) and send SMS and emails to your customers with a single click. Additionally, with the reminder service and to-do integration, you are notified when opportunity dates arrive and can easily manage tasks specific to each opportunity.

Orders

With the Orders module, you can easily record, manage, and track your orders; filter customer orders, order baskets, and order statuses with product management, and create a history for each order to determine who did what and when. This provides access to extensive features, including orders coming from integrated systems.

 

Quotations

The quotation management module allows you to create product and service quotations online, automatically generate them in HTML and PDF formats, and send them to customers with a single click. This module enables unlimited quotation entries and makes it easy to convert your quotations into sales. Additionally, it works integrated with Company, Contact, Customer, Employee, and Potential Customer modules, allowing you to add products, services, notes, tags, and attachments to your quotations. You can track quotation stages with the funnel concept and manage the validity dates of quotations easily with Calendar module integration.

Campaign Management

The Campaign Management module allows you to easily create, track, and manage campaigns. You can create External Call Lists by adding customer data individually or in bulk via Excel files. This data is accessible to your Customer Representative, providing an effective external calling environment. Additionally, with an integrated Email List across modules, you can quickly send emails to selected customers, and the module includes many other useful features.

 

Sales

With the Sales module, you can easily record product and service sales, measure and report the performance of your representatives. This module works integrated with Company, Contact, Customer, Employee, and Potential Customer modules, allowing you to create as many sales records as you want and track your sales processes with the funnel concept. Additionally, you can add notes, tags, and various files (contracts, agreements, etc.) to your sales to further detail your transactions.

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Communication modules are designed to facilitate coordination between teams and interactions with customers. These modules aim to increase team members’ efficiency with features such as task assignment, appointment management, and reminders. Additionally, they allow you to record meetings and interactions with customers, enabling more personalized service.

Activities

The Activities module allows you to record and report all communication initiatives (such as Email, Meeting, Visit) with companies in your portfolio. You can categorize your activities under Meeting, Email, Visit, Lunch, and Other, easily manage scheduled meetings with a calendar view, keep a detailed history of activities, and track the time spent to calculate the total productivity for the customer. Additionally, you can easily upload all related files (such as contracts, agreements, various documents) to the system.

 

Appointments

With the Appointments module, you can easily record, track, and manage all appointments for your customers or patients. Integration with the service management module allows you to manage the services to be provided during the appointment effortlessly, and you can filter appointments by Appointment Status through integrated systems. Additionally, you can create an appointment history to easily track who performed which actions and when. This module offers a practical solution especially for clinics, salons, dental offices, coaches, and similar service providers.

Tasks

The Tasks module allows you to assign tasks online for yourself and your team and track the completion of these tasks. You can create your to-do list, prioritize team tasks, and easily view the completion percentage and remaining days. Additionally, you can monitor all tasks in a calendar view, track all actions with task history, and upload files related to tasks to the system.

Reminders

The Reminders module serves as an online reminder service, alerting you with screen messages and emails about important dates (such as email meetings, visits, payment dates) you set for personal and corporate activities. It sends automatic reminders for debts, receivables, customer birthdays, contract renewals, and other special days. Additionally, it provides similar alerts for the due dates of tasks assigned to you or by you, allowing you to freely create any type of reminder record with its dynamic structure.

Notebook

With the Notebook module, you can take an unlimited number of personalized notes and freely save or access your notes from anywhere (home, workplace). You can group your notes by personal, work, or other categories and access your notes from any internet-connected device (PC, mobile phone) regardless of the device used.

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Operational Management modules help your company run daily operations in an organized and efficient manner. These modules cover critical business processes such as document tracking, employee management, and dealership networks. By increasing operational efficiency, they allow you to reduce costs and manage your business processes more transparently.

Document Tracking

The Document Tracking module is designed to manage and track all documents your business requires from customers, employees, or dealers. This module works integrated with various modules such as customers, potentials, dealers, suppliers, employees, and students, allowing you to send created document lists via email and easily upload and mark received documents on the system. This enables more efficient and organized document tracking.

Employees

With the Employees module, you can effectively manage all employees in your company, digitize their personnel files, and track them at various stages (payroll and contractual). This module allows you to keep records of employees' personal information, contact details, social media accounts, monitor their emotional states, upload specific image files, and manage attached documents (such as contracts and resumes) easily. Additionally, you can create custom fields to add extra information, assign assets, track seniority and overtime, and record leaves, productions, trainings, and travels. All these features come with the use of a dynamic organizational chart.

Dealers

The Dealers module allows you to manage your company's dealers by defining them and overseeing order and customer management operations through a centralized system. You can create as many dealers as your user account allows, and control each dealer's customer management and order tracking easily from your headquarters. Dealers can sell your products and initiate delivery processes by directing orders received from your call center or head office. Additionally, delivery vehicles belonging to your dealers can be viewed and managed from the dealer management screen. You can define special order regions for each dealer, ensuring that your call center directs the order to the most suitable regional dealer. This module is especially recommended for package delivery and product sales operations.

Basic Accounting

The Basic Accounting module allows you to effectively control your income and expense accounts. You can create cash and bank accounts, monitor your debt and receivables online through the dashboard. To create a virtual cash ledger, you can add and remove money from your accounts, and record debts and receivables based on suppliers and customers. Additionally, you can track exchange rates with TCMB integration, manage checks and promissory notes, and handle issued invoices. You can receive automatic reminders for tax and insurance payments and simplify your transactions by transferring data with Parasut.com.

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Service and Support modules are designed to manage customer service requests and enhance customer satisfaction. These modules optimize call center operations, manage service requests efficiently, and enable you to easily track contracts with customers. By resolving customer issues quickly and effectively, you strengthen customer trust.

Service Requests

The "Service Requests" module allows you to manage technical service requests from your customers in an integrated manner with the CRM system. You can easily track different stages of the service process (New, Quotation Sent, In Service, Completed, and Canceled), and receive requests through an online service request form on your website. It is equipped with features such as sending SMS and emails to customers, reminder notifications on service dates, and tracking tasks related to service requests. These features help you run your service management process more efficiently and effectively.

Calls

The Call Center module allows you to record incoming and outgoing calls and quickly respond to customer inquiries. This module enables you to keep call records based on company, customer, and contact, and send emails and SMS during the conversation. You can also create customer-specific call scripts, send NPS surveys, and manage actions such as appointments or sales from a single screen. You can set call priorities, add a detailed history for each call, and perform callback or task assignment operations, making it an ideal solution for virtual offices and small-scale call centers.

Contracts

The Contracts module allows you to prepare contracts for companies and customers in your portfolio, share them via email, record their details, and report them. You can create new contracts from your DinamikCRM panel, review existing ones, and track them by stage. Additionally, you can generate PDF outputs of contracts, integrate them with companies and products, and link them to the quotations module to add them to the quotations you have created.

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Training and Management modules simplify student, parent, and course management for educational institutions and other teaching services. These modules allow you to manage student enrollments, academic performances, and alumni information. They are also ideal tools for planning courses and educational programs and sharing this information with parents.

Notifications

The Notifications module allows you to record all suggestions, satisfaction, and complaints related to companies, customers, contacts, dealers, products, and orders in your portfolio. This module helps you determine customer satisfaction results by analyzing the reasons for feedback and provides the ability to report all feedback.

Content Management

The Content Management module allows you to manage content such as announcements, news, and videos on the portal. This module enables you to monitor the number of reads, likes, and comments on the content and provides the ability to automatically send added content to your users or employees via email. Additionally, you can add images and files to the content, thereby making communication and information sharing more effective.

Tags

The Tags module works integrated with all modules within the application, allowing users to add unlimited keywords for any type of content (Customer, Quotation, Sales, etc.). When these tags are clicked, all records with the same tag are dynamically listed, enabling users to quickly and easily access relevant information.

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Education and Management modules facilitate student, parent, and course management for educational institutions and other teaching services. These modules allow you to manage student records, academic performances, and alumni information. Additionally, they are ideal tools for planning courses and educational programs and sharing this information with parents.

Notifications

The Notifications module allows you to record all suggestions, satisfaction, and complaints related to companies, customers, contacts, dealers, products, and orders in your portfolio. This module helps you determine customer satisfaction results by analyzing the reasons for feedback and offers the ability to report all feedback.

 

Content Management

The Content Management module enables you to manage content such as announcements, news, and videos on the portal. This module allows you to track the number of views, likes, and comments on content and provides the ability to automatically send added content to your users or employees via email. Additionally, you can add images and files to the content, thus facilitating more effective communication and information sharing.

Tags

The Tags module works in integration with all modules within the application and allows users to add an unlimited number of keywords for any type of content (Customer, Quote, Sales, etc.). When these tags are clicked, all records with the same tag are dynamically listed, allowing users to access relevant information quickly and easily.

Frequently Asked Questions

For those asking, Where should I start?

Do you have questions about DinamikCRM? Not sure where to begin? Check out our frequently asked questions.

DinamikCRM is a Cloud CRM application that enhances business efficiency and simplifies your daily tasks.

 

Yes, the 14-day trial period for DinamikCRM is completely free.

No, you do not need to provide your credit card information for the trial period.

Yes, you can cancel your subscription at any time.

Yes, your data is protected under the KVKK and with various security measures.

Yes, DinamikCRM has mobile applications available for both iOS and Android.