Workcube CRM
Customer/Member Management
Customer/Member module functions are used to register potential customers and suppliers with which an institution wants to have a relationship, to recognize the interlocutors, and to track all relationships and communications with customers and suppliers. By associating each member with more than one group company and accounting, records become centralized and singular while conducting commercial relations.
Member Concept, Corporate and Individual Classification
Workcube membersWorkcube groups customers into two basic categories: corporate and individual.
Corporate Member: All customers, companies, suppliers, corporate business partners, etc. It is registered in the system as "Corporate Member". When a company is registered in the system as an active corporate member, all relationships with that company (sales, purchasing, finance, agreement, etc.) become executable through the system.
Individual Member: All independent individuals (usually individual customers) with whom businesses have a relationship must be registered in the system as "Individual Members". Individual members can access encrypted areas on your company's public portal (website) with the username and password given to them. The people you want to access the Partner Portal must be registered as corporate members. While all employees within the registered company (Corporate Member) are registered in the system as an employee of this company, if the employee is also your individual member, the information can be automatically called up.