Gestor Nexo (InsERT)

Gestor nexo is software supporting the building of lasting customer relationships and the management of work within the company. By automating various tasks, it saves time while ensuring greater efficiency and effectiveness.

Gestor nexo enables, among other things: recording detailed customer data along with a history of contacts, presenting and negotiating offers, and conducting email correspondence or sending bulk emails via the built-in mail client. It also operates within the company itself, organizing and streamlining work - it allows you to plan tasks and delegate them to employees, monitor work progress, and reserve company-wide resources (e.g. company vehicles).

The dedicated Service Orders module organizes service management and handles repairs and complaints. It uses customer service scenarios. Thanks to this module, you can quickly check the quantity of parts needed, verify the profitability of a given order, and have related documents on hand.

Gestor nexo is part of InsERT nexo. Close integration with the Subiekt nexo sales system enables, among other things, the use of shared customer and product records, price lists and promotions, as well as easy conversion of offers into any commercial or warehouse documents.

Key features of Gestor nexo::

• storing and easily searching customer data from anywhere in the system, taking into account data relevant to CRM;
• recording the history of contacts with a customer, activities carried out with their involvement, offers presented and offering processes, and issued commercial documents;
• defining and using customer sets (customer groups);
• comprehensive handling of customer offers, including multiple offers within a single offering process and their bulk generation;
• converting offers into warehouse and commercial documents (a Subiekt nexo license is required);
• support for multiple currencies on offers;
• planning and using promotions;
• sending individual or bulk SMS messages (e.g. sales messages to customers, collection messages to business partners, informational messages to employees);
• planning and carrying out activities (tasks, meetings, phone calls, faxes, letters, notes, internet calls, emails), both related to customers and unrelated to customers;
• reminders about planned activities and recording the time spent carrying out activities;
• planning and executing automatic actions within activities;
• the ability to exchange information between participants through comments on activities, offering processes and service orders;
• for service orders, the ability to generate automatic activities and notifications in the form of email and SMS messages;
• recording and reserving company-wide resources (e.g. company cars);
• a multi-view calendar with planned activities;
• easy management of emails through a built-in mail client supporting the IMAP protocol;
• creating bulk email mailings using autotexts;
• tools that improve email handling, including spell-checking (in Polish, English, German and Russian), checking for attachments, message rules, etc.;
• a reporting system with the ability to process report results;
• an attachment library allowing external files to be recorded (e.g. contracts in PDF format) - limit of 1,000 attachments;
• tagging objects with flags;
• the ability to work in single- or multi-user mode;
• the ability to transfer data from Gestor GT.

GDPR (RODO) support:

• purposes and consents for data processing;
• information obligations;
• data protection;
• the right to be forgotten (anonymization);
• a register of processing activities.