Professional Services
Build strong relationships with clients and identify new opportunities with an intelligent low-code platform for process management and CRM for professional services companies
Intelligent low-code tools to help companies stay ahead of the competition
Nectain for service providers drives efficient sales operations and allows companies to automate customer-facing business processes. This low-code CRM platform helps to consolidate data about clients, increase sales management effectiveness, plan and manage projects by roles, terms, stages, time planned vs actually spent, as well as manage human resources.
Project Management and Collaboration
Leverage Nectain to efficiently collaborate on projects:
- Use Nectain to effectively manage projects, automate project planning and tracking
- Automate the calculation of project profitability based on labor and overhead costs
- Set up internal and external rates, use rates for automated billing
Human Resource Management
Use Nectain to keep all information about your employees and teams in one place:
- Create and maintain a complete employee database
- Set and track team schedules
- Monitor list of activities for staff, track workloads and project roles
- Automate the recruitment process
Customer Management
Create a single database of all accounts and contacts you work with and build a 360-degree view of your clients:
- Collect vital client data via multiple channels
- Use multiple criteria to segment clients
- Keep track of communication history
- Enrich your clients profiles with the information from open sources
- Analyze your client database to identify new opportunities
Sales and Marketing Management
- Create and launch multichannel marketing campaigns
- Automate sales processes, expand opportunities for cross sales
- Track history for each opportunity, select the best sales strategy
- Keep track of the client agreement terms fulfillment
