Have Questions?
FAQs, quick fixes, and official information about every feature.
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General Questions:
Yes, our application is designed to be compatible with both desktop and mobile devices. This allows you to access your CRM from anywhere.
Your data is protected at the highest level. With security measures such as masking, encryption, and access restrictions, you can be sure that your data is secure.
You can create proposals using the existing templates in the system or edit your own templates. This helps speed up the proposal creation process.
With our equal distribution feature, your data is assigned to sales representatives in order. Additionally, you can define the data sequence and pipeline durations. This ensures an efficient distribution and tracking process.
Our system automatically calculates commissions based on the proposals that result in sales. You can set the commission structure, and the system will apply it to relevant sales transactions, ensuring accurate and efficient commission calculation.
Yes, with our application, you can create proposals that support multiple currencies. You can set the prices of your products in different currencies and offer services to your customers on an international scale.
Data masking is used to ensure the security of customer information. It allows sales representatives to access only the necessary parts of sensitive information, such as names and phone numbers, while keeping the rest of the data protected.
You can assign different permissions to each user, allowing them to access only the necessary information. As an administrator, you can create restricted access profiles to optimize security and business processes.
About Docvivo CRM:
The Standard package includes basic features such as task management, basic reporting, and collaboration tools. Additionally, with this package, you can use the system for up to 5 users. It offers an ideal starting point for smooth communication and efficient organization. Features included in this package:
- Task management
- Collaboration tools
- Basic reporting
- Usage for up to 5 users
The Corporate package offers additional features such as advanced reporting, customizable workflows, and priority support. You will have access to advanced collaboration tools that enable more detailed analysis and help optimize your business processes. This package allows you to use the system for up to 10 users.
Features included in this package:
- Advanced reporting
- Customizable workflows
- Priority support
- Usage for up to 10 users
The Professional package is designed for users who want to receive top-tier service. It is equipped with premium features such as real-time analytics, a dedicated account manager, and API access. Additionally, this package allows access for more than 10 users. It supports project management capabilities and aids in strategic decision-making processes.
Features included in this package:
- Real-time analytics
- Dedicated account manager
- API access
- Project management
- Support for 10+ users
The Standard package focuses on basic business management tools, while the Corporate package offers more comprehensive reporting and customization options.
The Professional package includes the most advanced features, such as real-time analytics, API access, and support for more than 10 users.
If you have a small team and need simple collaboration and task management, the Standard package may be the right choice for you.
If you manage a medium-sized team and require customized workflows and more advanced reporting, the Corporate package could be preferred.
For large teams and professionals who need extensive data analysis, the Professional package is the best option.