Customer 360° View – Centralizing All Client Data in One CRM
At INOQ, we help businesses take control of scattered customer information – often hidden in emails, personal files, and individual phone notes – which slows down work and makes sales harder.
With the implementation of a CRM with AI features, we centralize all client data – from contacts and notes to sales statuses and full communication history – in one place.
- Contact details and basic company information, including key employees.
- Complete communication history (email inbound processing, phone calls, notes).
- Attached files, documents, and sales proposals.
- Related tasks, meetings, and reminders.
- Current status of the Lead, Deal, or service stage.
Activity Stream – Full Communication History in CRM
We configure Bitrix24 sales CRM software so all customer communication is collected chronologically in the customer card.
Every interaction is pinned both to the customer’s profile and the CRM timeline for full business context.
Online Documents & Integrated Storage
In addition to uploading files directly to the customer card or Deal, you can link entire repositories for storing, organizing, and sharing all client-related documents.
Intuitive Sales Process
A well-designed process in CRM for sales is a clear map from first contact to closing the deal. Each Deal moves through defined stages with assigned tasks, automatic reminders, offer generation, and stage transition rules.
Benefits:
- Sales reps always know what to do and when – the system reminds them of key actions and deadlines.
- Sales process automation and AI CRM tools assist in task execution, monitor customer inactivity, and suggest next steps.
- Managers have full visibility into deal progress without asking the team for updates.
Why Centralizing Data in CRM Matters
Scattered data in Excel sheets, emails, phone notes, and verbal agreements creates real problems:
It’s hard to know who last spoke to the customer, what was discussed, and the current deal status – directly leading to lost opportunities, lower sales performance, and poor managerial oversight.
Without integrating AI into CRM and centralizing data, companies face:
- Lost sales opportunities.
- Wasted team time.
- Wrong decisions due to incomplete information.
- Churn from dissatisfied customers.
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