CRM for customer relationships and business management
Regifactu CRM is part of a cloud platform bringing together customers, management, invoicing, finance and operations. For businesses, this puts customer relationships in the same environment that runs the rest of the business. It starts with how you work: what information you need to share and which processes you want to connect.
Customer information goes beyond the sale
Customer relationships also involve quotes, orders and documents. When each team works with separate information, following a relationship means bringing data together from different tools. Regifactu brings business processes together so teams can work with consistent, traceable and accessible information.
CRM is part of this platform alongside ERP. It’s not just about having customer data, but putting it in the context of your business: what each team needs to see and how that information relates to their work.
Connect your digital customer relationships too
If customer contact includes a shop or professional portal, it’s worth considering that channel when defining your project. Regifactu connects these digital experiences with business management, sharing customers, product catalogues, availability, orders and documents.
So the scope needn’t be limited to internal work. The digital ecosystem also lets you decide what information and operations to share through each channel, while keeping them connected to your business.
Set the scope around your processes
To define what you need, we can start with real examples from your operations. These questions help focus the conversation:
- What customer information do you use across different tools?
- Which teams need to work with the same data?
- How are sales, orders and invoicing connected?
- Do you need to connect a shop or professional portal?
When a process needs a bespoke solution, Regifactu combines its platform with custom development. We define the scope around your actual needs, without assuming every business works the same way.
Tell us what you want to improve
You don’t need to prepare a technical document to get started. Tell us how you manage customer relationships today, where you find duplicate data or disconnected tasks, and what you want to achieve. With this information, we can propose a solution that fits your operations and define which parts of the platform your business needs.
Frequently asked questions
What does CRM for SMEs do in Regifactu?
It brings together each customer’s contacts, opportunities, calls, emails and tasks, and links them to quotes, orders and invoices: the whole customer relationship in one record.
Can I track the sales pipeline?
Yes: each opportunity moves through stages with its value and probability. The dashboard shows what’s in progress, won and lost, by salesperson and month.
Does it integrate with email and calendars?
Emails and appointments are logged in the customer record, and follow-up tasks notify the right person. Bitia can draft the next email based on the history.