Gestor GT (InsERT)

Gestor GT is a convenient and flexible system supporting the building of lasting customer relationships. It effectively supports various sales and marketing activities, ensuring efficiency and comfort of work. Its versatility and ability to adapt to individual needs mean the software can be used in companies of any specialization.

Gestor GT is intended for everyone who puts the customer at the center of attention. It works well, among others, in the sales department, marketing, customer service department, reception, etc. It is also a useful tool for managers.

Gestor GT provides clear access to all customer data gathered in the system. It allows you to carefully select a target group, making it possible to better tailor activities to specific individuals. It makes it easier to make sound decisions and prepare appropriate sales strategies based on various reports. And all of this with just a few clicks. The software has been designed to save time and ensure maximum efficiency with relatively little effort.

Gestor GT is part of the InsERT GT line. It can operate independently or work together with the Subiekt GT sales system. Thanks to the tight integration of these programs, it is possible to use a shared database of business partners and goods, along with all price levels, discounts and promotions. Integration with Subiekt GT also allows for easy issuing of commercial documents and management of multiple warehouses.

Key advantages of Gestor GT:

• quick access to all customer information: activities, messages, sales opportunities, documents issued in Subiekt GT;
• planning and recording activities in the system such as: meetings, tasks, phone calls, letters, faxes and internet calls;
• easy search for a customer from anywhere in the software;
• a calendar showing the scope and deadline of tasks to be performed (in monthly, weekly and daily views) with a reminder function;
• built-in email module - automatic assignment of emails to the appropriate customers, the ability to create bulk messages (mailings) based on defined templates and autotext fields;
• access to the full history of contact with the customer (activities, emails, issued documents, payment reliability, date of last contact, name of the account manager, amount of discounts granted, etc.);
• the ability to assign tasks and check the progress of individual employees' work;
• numerous reports (including the sales funnel, sales forecasting, salesperson effectiveness, user activity, etc.), also generated based on information contained in Subiekt GT (e.g. sales by product range, product report);
• the ability to adapt to your own needs (including adding your own reports, customizing printouts, editable dictionaries, custom fields, a quick-add toolbar for objects);
• relations - the ability to create relationships between objects such as customers, sales opportunities, activities and messages;
• a document library;
• a clipboard where you can store various objects (e.g. tasks, messages, customers, sales opportunities) for later use;
• currency support (including downloading exchange rates via the internet);
• a convenient notes system;
• a home page containing a task list for the user and a sales value forecast calculated based on open sales opportunities;
• the ability to open modules in multiple tabs;
• network operation for multiple software users.