Questions about HKCRM
What is HKCRM?
HKCRM is a multi-company, white-label CRM platform that centralizes leads, WhatsApp conversations, sales funnels, scheduling, clients, services, payments, and post-sale activities in a single workspace. It separates data, teams, and permissions by company and offers modules for B2B sales of financial solutions, including white-label proposals, Banking as a Service, payment gateway, PIX, and iGaming. The platform also includes a workspace tailored for clinics and pet shops to manage tutor records, multiple pets per client, services, appointments, vaccines, and return reminders. It allows businesses to create their own company space and choose their CRM model to start organizing contacts immediately.
How do I get started with HKCRM and what are the main features?
To get started, users can create their own company, choose their CRM model, and begin organizing contacts by entering the website. The platform provides a visual sales funnel where opportunities can be moved, values registered, and the stage where each sale stopped can be understood. It also offers a 360° client view with data, tags, quick contacts, history, opportunities, and reminders in a single file. Communication is streamlined with direct access to WhatsApp, calls, and email without needing to search for the contact elsewhere.
What operational and financial features does HKCRM offer?
The platform includes operational features like an operational agenda that tracks data, time, professional, room, service, confirmation, absence, and completion. Financial management covers PIX, card, cash, installment plans, pending payments, discounts, and commissions. Decision-making is based on numbers such as conversion, revenue, ticket size, channels, services, losses, and inactivity. The system is described as a solution by HK Payment Solutions that helps transform conversations into relationships and revenue.
How does HKCRM handle data separation and permissions for different companies?
HKCRM allows for separate data spaces for different companies while offering features like API payment gateways and team permissions. It centralizes leads, sales funnels, and client data in a single workspace. The platform is designed to manage the full sales and customer relationship cycle from first contact to recurring sales. It supports multiple pets per client and provides a complete pet file with vaccination and return reminder schedules.
What is the official website of HKCRM?
The official website of HKCRM is hkcrm.solutions.
Does HKCRM have reviews on Trustburn?
HKCRM has no reviews on Trustburn yet. Anyone who has used it can write the first review on its Trustburn page.
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HKCRM is a multi-company, white-label CRM platform designed to manage the full sales and customer relationship cycle. It centralizes leads, WhatsApp conversations, sales funnels, scheduling, clients, services, payments and post-sale activities in a single workspace, with data, teams and permissions separated by company. The platform offers modules for B2B sales of financial solutions, including pipelines for proposals on white-label, Banking as a Service, payment gateway, PIX and iGaming offerings, as well as a workspace tailored for clinics and pet shops covering tutor records, multiple pets per client, services, appointments, vaccines and return reminders. Operational features include a visual funnel, a 360° client record, quick communication via WhatsApp, calls and email, an operational agenda, and financial tracking with PIX, card, cash, installments and commissions. It also provides reporting on conversion, revenue, ticket size, channels, services and losses. HKCRM is presented as a product of HK Payment
- Website
- hkcrm.solutions
- Categories
- Computer software