BTE CRM is a fully customized customer relationship management system for the office equipment industry.
Customer Management and Relationships
The CRM foundation is complete customer database management, where detailed information about legal address, registration number, bank details and payment terms is stored for each client. The system supports both individuals and legal entities, automatically documenting all interaction history. Each customer can be linked to multiple contact persons, and the system allows tracking all communication from first contact to long-term cooperation.
The sales team can manage potential clients through a structured leads system, where each contact is classified, evaluated and moved through the sales pipeline. Each lead automatically links to a specific customer, creating a holistic view of business relationships.
E-Shop and Customer Portal Integration
BTE's e-shop is fully integrated with the CRM system, ensuring continuous data flow between both solutions. Customers can log into their personal accounts and see individualized price lists that automatically reflect their assigned discounts and special terms. They can place orders online, and all data synchronizes in real-time with the CRM, informing the sales team and warehouse staff.
B2B customers have access to an expanded self-service portal where they can not only order products but also view their complete company information, track order statuses and download necessary documents. Customers can update their contact information themselves and request various service offerings without needing to call or write emails.
Quotation Creation and Pricing Management
The system allows company employees to quickly create professional commercial quotations with automatic price calculation. Each customer can have an individual price list or discount assigned, and the system automatically applies it when creating quotations. Volume discount conditions, promotional prices and special offers with deadlines are also supported.
When a customer approves a quotation, it converts to an order with one click, automatically activating all necessary processes including warehouse reservation, delivery planning and document generation. The system also supports global discounts with conditions that can be automatically applied to specific customer groups or product categories.
Service and Repair Request Processing
Customers can request office equipment repairs, toner cartridge refills or other technical services online. Each request is automatically registered in the system, assigned to the responsible specialist, and the customer receives confirmation with the planned service time. The service team can track all active requests, update statuses and automatically inform customers about work progress.
The system maintains complete service history for each customer, allowing analysis of most common problems, forecasting maintenance needs and offering proactive solutions. Technicians can access customer equipment history directly from mobile devices when on-site at the customer's office.
Equipment Rental Management
The system provides complete tracking of leased equipment with an active contract register, payment schedules and automated reminders. Each rental agreement is linked to a specific customer and equipment, making it easy to track where each rented device is located and what its usage terms are.
When contract expiration or payment dates approach, the system automatically sends reminders to both the customer and responsible manager. Contracts can be extended directly in the system, automatically generating new documents and updating payment schedules.
Inventory and Document Management
Integration with the go4office ERP system provides real-time product stock data that automatically synchronizes with the e-shop and CRM. When product quantities in the warehouse change, information immediately updates across all systems, preventing overselling risk.
Unlimited documents can be attached to each customer including contracts, invoices, technical documentation or any other correspondence. These documents are securely stored and indexed, allowing quick retrieval of necessary information. Customers with portal access can also download their documents themselves at any time.
Automated Communication and Analytics
The system automatically sends email notifications about important events including new orders, unpaid invoices, rental agreement terms or service status changes. Management can access detailed reports on sales statistics, customer segmentation, product popularity and employee effectiveness.
The system enables analysis of which customers are most profitable, which products sell best, and which sales channels perform most effectively. This information helps make data-driven decisions about business development and marketing strategy.