Manage sales, customer and project data in one place
Tools for a simple, convenient and structured work.
For integration with e-mail and telephony, customer contact information will automatically appear in Hanna’s system. The conveniently stored communication history allows to keep track of the details of each contact, while reminders help you remember the agreements. The integration with okredo.lt, which provides information about companies and other functionalities, saves time and ensures the integrity of the records.
Properly managed information about customers and their inquiries allows to forecast more accurately the planned sales. In the Hanna system, you can easily link company goals to salespeople’s goals and specific tasks. You can assign a sales probability and a planned duration to each stage of the sales process, so you can easily see on the Kanban board how your goals are being achieved in real time. So there will definitely be fewer unpleasant surprises at the end of the quarter!
If you are looking for a tool to conveniently manage information about ongoing projects, you will find a dedicated module for this in Hanna. This module allows to plan projects, divide them into stages and tasks visible in the Gantt chart, assign responsibilities and deadlines to the team members.
In the project card, you will clearly see the related contacts, the task plan, assigned resources, costs, invoices, files, and notes. So when you have a question, you can find the information you need quickly and easily.
When entering a new contact, project or sales goal, directly assign responsible employees and delegate further tasks to them. The functionalities of personal agendas and joint activities allow to assess the workloads, and the possibility to record the results allows to monitor work outcomes. This feature will make the most important tasks clear to both you and your employees, and all the information you need to perform them can be found in the same system.
Register of contracts
Quickly preparing a new contract, finding one concluded a year ago or adding an attachment to the contract – with Hanna, these tasks will not cause any inconvenience or stress. Your company’s digitised register of contracts will ensure functional document generation and more convenient and faster retrieval of the required information.
E-signature of contracts
Hanna CRM is the first Lithuanian CRM system that
facilitates the possibility of signing contracts in a very
easy way. It only takes a few seconds to select the required contract template, affix an M-signature and send it to the customer with an invitation to sign.
You can entrust the storage of all company documents in one place and their convenient distribution to Hanna’ s secure servers. Easy access to documents and security are the core principles that Hanna has to offer.
Cost recording and control
Digital cost recording and control will allow the manager to respond faster and more accurately to financial issues. The Cost Module allows you to record all planned and incurred costs. In addition, costs can be divided into separate categories and the function of approving planned costs (purchases) can be activated.
Inventory and stock balance management
Hanna will help you to conveniently track stock balance in the company’s warehouses. In the system you will be able to monitor the stock level and change history of each product, as well as fill orders for suppliers, organise the receipt of goods and transportation between warehouses.
Convenient and fast information retrieval is relevant for every organisation and even every employee. All system modules have default filters and contextual search for any fragment of information you may be looking for. In addition, the system has a global search that runs through all the modules in the system.
User rights control
User rights control allows you to protect information from unauthorized employees gaining access to it and at the same time it is possible to assign only the relevant functions to everyone. This minimises the likelihood of errors and gives you the opportunity to work without excessive information.
Integration solutions that expand business opportunities
Each system user can activate e-mail inbox reading and message storing in the Contacts and Potential Customers sections of the system. Saving your correspondence history in the system ensures a more productive sales process and better service for existing customers.
Integration with telephony solutions
This integration increases efficiency in day-to-day sales or customer service operations. The main features of this integration are: recording of incoming and outgoing calls; linking a call to a customer; linking a call to an employee; call reports.
Integration with Frontu system
This feature extends Hanna’s functionality and ensures the management of work processes of mobile workers. Tasks are provided to employees through a mobile application, so these employees do not need to have direct access to the CRM system. Two-way integration allows to monitor the status of tasks in real time.
The ability to activate task integration with Google or Office365 Calendar allows to access and manage your agenda from different devices.
Data of Lithuanian companies from Okredo.lt
Entering new contacts or potential customers is extremely easy.
You only need to know the name of the company – all other data will be automatically imported from the most popular company database.
Integration with MailerLite
Hanna’s integration with MailerLite automates sending marketing e-mails and newsletters. Integration allows for targeted segmentation of customers and differentiation according to their characteristics, and assigning a customer to a group of e-mail recipients. This feature saves time and allows you to delight your customers with personalised emails.
We have different selling channels and Hanna CRM helps integrate different departments for better customer support. Great advantages are click to call function and integration with email. Customers‘ support are open for new ideas for functionality, usability, also, solve issues very fast.
Hanna CRM system is already integrated with few ERP systems, so it was easy to start using it. Compatible with all types of phones, so all functionality is able to reach using smartphone. Integration with field service management system Tasker gave possibility to improve our service activity.
Hanna CRM system is very user friendly. It has all the tools to optimize your business process. The system has great project management possibilities, also a lot of useful reports. With this CRM you can control all your business processes because of basic integration with third part systems.
Ready to start? See how the beginning looks in Hanna business management system
The pricing of Hanna’s business management system is based on the principle of a monthly subscription and depends on the number of workplaces. We offer simple and number-based pricing.
See the prices