ABRA information system
Do you use the ABRA information system? Great, after activating this module, you will be able to synchronize your address book with all your contacts. Synchronization can run automatically every day according to a defined time or manually whenever you need to. In manual synchronization, you can choose which database contains the correct data.
Telematics WEBDISPATCHING
With this module of connection to the WEBDISPEČINK telematics, all rides and parking of the driver can be synchronized to activities for you, so you can compare whether the rides are correct with the meetings, or Mango can tell the user that they had a meeting on the given day.
Attendance system iDochadzka
The module of connection with the attendance system iDochdázka will automatically fill the times of arrivals and departures into the activities of users and thus increase your overview of who goes to work on time and who does not. With this module, you can also track in the main attendance screen who you currently have at work and who you don't.
Company register
Do you primarily have customers from Slovakia or the Czech Republic? If so, we are here to make you happy. With this module, you can link your directory to the company's online register. To create a company in the directory, you will only need the name or ID number, and Mango will take care of the rest. Mango will automatically download all the data for the given company, making your work incredibly easy.
E-mail module
We realize that the less work Mango requires from users, the more satisfied the user is with the work. That's why we've developed an automatic link between your inbox and Mango activities. After sending the e-mail, Mango will load the e-mail into the activities with the text of the message, and after verification by the user, it can be saved in Mango.
Reminder
It also happens to you that you agree with the client on an important thing during a meeting or phone call, but then you forget about it and do not solve it? It won't happen to you with a reminder. After saving the activity, Mango will insert a reminder into your calendar and will also send you a reminder by email on the agreed day, including the text from the activity.
Google Calendar
Do you use a calendar from Google and don't want to have another here in Mango? We have an excellent solution for you. Activate this module and you will have all your events within the Mango calendar, even from the Google calendar, and you will even be able to automatically synchronize and edit these events from the Mango on both sides. From now on, you will only be able to work in the Mango calendar.
Daktela Contact Center
Do you have your own call center and use the Daktela program? After activating this module, all calls from Daktela can be downloaded to Mango activities to you, including the note entered in Daktela and the recording from the call. You will have all activities in one place and you will be able to control the utilization of your users in real time. Activities from Daktela can be downloaded every 60 seconds.
Is it annoying if it is necessary to record each call to the activities manually? Will it take your people too much time? We have found a solution to this as well. We have developed our own application for a mobile phone (Android only), which collects all the users phone calls and then can either automatically send them to activities or the user will synchronize them himself. Similar to connecting to an e-mail client, if the phone number exists in the address book, Mango will automatically assign it to the company and if not, it will offer the user an easy way to pair it. To protect users privacy, each such automatic activity must be verified by the user as being really correct.
Advanced filtering + creating custom filters
The more data you have in the directory, the more you need to work with it. We have prepared a really advanced filtering tool for you, where you can enter several search criteria and get the necessary data. In addition, you can save this filter for future use (for yourself or for all users). If you work in a directory with dates, you can use the so-called variable dates, which ensure that when filtering data from a saved filter, you will have businesses with, for example, the date of the last activity in the last 14 days.
Reporting activities in a simply and clear timeline
Are you a team manager and want to always have an overview of the activities of all users? Of course, you do not have time to keep track of Mango activities and create an image of your teams work. Get reports sent from your subordinates directly to e-mail and you will have the needed overview. After completing their work, users simply send a report directly from the activities to all e-mails that they have set in their personal settings. You can then open the interactive report directly from the e-mail, without having to log in to Mango. Each report is protected by a password that you set in Mango.
Creating custom columns in the address book
Do you keep any non-standard information about your company contacts? For example, how many computers do they have or when do they have an anniversary on insurance, or anything else? We assume that yes, because everyone in his clients is interested in something different. Thanks to this module, you can create your own columns in the list of companies, in which you can write numbers, dates, texts, or any lists. You can then filter your clients as needed, exactly according to this data. Of course, this data is also exported when exporting from the directory.
Creating custom columns in people address book
Do you keep any non-standard information about your company contacts? For example, who is the main decision maker? Who can sign contracts or anything else? We assume that yes, because everyone is interested in something different in their contacts. Thanks to this module, you can create your own columns in the list of people, in which you can write numbers, dates, texts or some lists. You can then filter your contacts as you need exactly according to this information. Of course, this data is also exported when exporting from the directory.
Graphic widgets for adress book sections
This set contains graphical widgets for address book sections such as:
- number of companies in the address book (configurable by status and user),
- Number of companies not reached on time (configurable by number of days and users)
- Number of companies created (configurable by number of days back and users)
Graphic widgets for activity sections
This set contains graphical widgets for activity sections such as:
- number of activities (configurable by type of activity, user and number of days back),
- number of hours recorded in activities (configurable by type of activity, user and number of days back),
- user timeline (configurable by activity type, user and number of days back).
Creating your own activities
With this module, you can create your own activities, which users can collect the data you need. In the settings, you can create your own form with various custom input information that will be reflected in your activities. If you need to register any worksheets, service protocols or delivery notes in Mango, then you need this module :)
Analytical functions of documents
Are you interested in what happens with the offer or order after sending? Has a potential client already opened it? did he work with it? and similar questions? With the analytical functions of the documents, Mango can notify you that the client has opened the document. You can see how long he had it open, how many times you opened it, and so on. With this tool, you will get the necessary information for further trading.
Sending documents by email
You know it ... I'm going to create an offer, save it to your desktop, open an email, insert an attachment and write a general email to a potential customer that I'm sending him an offer and in case of interest do not hesitate to contact me ... Unnecessary and slow, right? With this module, we will eliminate these worries for you. After creating the document, you can send the document to the customer directly from Mango, where the basic text you choose is directly prescribed, and after sending, you will also create the activity that you sent the offer to the customer. If this sounds interesting to you, this module is for you.
Advanced document filtering
Do you generate a large number of offers or orders and do you want to have it clean? This module could help you, thanks to which you can search for offers, group them and then save your own group filters from them. Then you just click on your saved filter and the documents will be filtered as you need.
Custom document print reports
With this module you can create your own style of offers or orders, so you don't have to use just the basic style. You can set your own header, footer, or custom color settings, and so on. The module is also ready if you use several different styles for several products.
Graphic widgets sale section
If you are interested in a quick overview of how your company is doing, or individual sales staff, then you must have these widgets :) You will find out what sales or profits achieved in the set period, how much profit was brought to you by which salesman or you can track the most interesting orders according to you set filter.
Task assignment, user notification + labeling
After activating this module, you will be able to assign tasks to your colleagues according to certain settings and rights, and thus teamwork can begin :) By assigning and then editing a task or comments, users will receive automatic notifications about the change. Mango will also send regular notifications as to whether the task is close to completion or whether the task is not overdue. As a bonus, this module includes labeling your tasks. Surely you know that every task can be classified in some way and now it will be possible. Subsequent filtering is a matter of course.
Connection to the Mailchimp service
Do you use this great service? Great! Thanks to this module, we will connect your Mailchimp and Mango, so your contacts from Manga to Mailchimp will be automatically synchronized, including your own columns according to the settings. You will always have fresh data in Mailchimp and will be able to send your email campaigns to all clients according to your ideas :)
Do you need to document your client's number of hours worked, but you don't want to write it down somewhere in Excel, or after a month remember what you worked on? Or do you have subordinates in your team where you want to have their activity based on a computer, but you do not want to bother them with the complex reporting of their work? If you answered yes to any of the above questions, this module is for you.
At this time, connecting individual applications is already a standard that most companies cannot do without. Therefore, Mango also has its own API interface so that you can connect Mango with other applications. By activating this service, you also accept the terms of use of the API on the page https://rest.crmango.com
Do you need to see the calendar of your colleagues or put an event in their calendar so they don't forget something or do you simply need to plan an activity for them? Thanks to this module, you will be able to do it :) As a bonus, you will be able to link activities and the calendar and thus plan according to the created custom activities, which can represent, for example, some work at a client etc.
This module will expand the functions of business opportunities for you with a few decent functions :) Of the functional ones, it is mainly the possibility of detailed filtering of opportunities with the possibility of saving filters, then the possibility of setting the mobile display cards, and also creating your own columns in the entire business opportunities. From the user s point of view, you will unlock the business dashboard where you can clearly manage your opportunities and thus be one step ahead of the competition.
Webhooks for connecting to third-party systems
Webhooks are an excellent tool for getting new data from Mango immediately to another system, where you can work with it immediately. You will need a programmer to use webhooks.
Connection with the Giriton attendance system
Thanks to these functions, you can monitor the departures, arrivals or other interruptions of your subordinates directly in the activities and thereby improve the overview of the activities of individual people in the company. It will no longer happen to you that you forget who you have on vacation or who went home early from work. When these valuable data are combined with other activities, they will enrich your overall view of the work of your colleagues.
Connecting with AI from OpenAI
Activate your AI helper in your Mango. Thanks to this link, you can use artificial intelligence in our chat service and in some cases simplify your work or get the valuable information you need.
Are you a transport or forwarding company? In that case, this module is intended for you. The transport company module will be adjusted by Mango to suit transport or forwarding companies. As part of the order, it allows you to enter loads and unloads, check the validity of insurance, licenses and other carrier parameters, and much more.
Sending mass emails
This package is for those who need to send mass emails to their clients, based on different filters and with different content. Within the templates, you can create an email template, where you can also define the so-called aliases, i.e. places where Mango will add dynamic content, for example from the directory. The ideal use of this package is, for example, to send advertising emails to your clients.
If you need to issue invoices from orders created in Mango, or you already use Superfaktúra, then this module is for you. After activation, you will not only be able to issue invoices, but on the contrary, already issued invoices will also be synchronized with Mango, so you will have an overview of invoices and their payment directly in Mango.
Invoicing in KROS Omega/Alfa/iKros
If you use Omega/Alfa or iKros accounting programs from Kros, thanks to this package you will be able to invoice them directly from Manga. When you complete the order, an invoice will be automatically created in your program.
Outlook calendar connection
If you use the Outlook calendar, we have great news for you. Thanks to this module, you can connect your calendar in Mango with the Outlook Calendar. So you can have an overview of your work and private activities in one place. Of course, synchronization takes place both ways. As you probably already guessed, thanks to this link you can have your company calendar synchronized on your mobile phone, tablet or other device.
Expanding user options + SSO
This module is intended for companies that need to record additional data on users and therefore need to create their own columns. Within this module, you will also be able to log in users using SSO.
Automatizované e-maily
Rádi byste rozesílali automatizované úkoly Vašim zákazníkům, aby na Vás stále mysleli, ale nevíte jak na to? Řekněme například, že byste chtěli rozesílat narozeninové maily, maily k výročím spolupráce, automatické odeslání dotazníku spokojenosti a další podobné e-maily ale nemáte čas stále filtrovat zákazníky a odesílat jim e-maily. Mango díky tomuto modulu vám pomůže a e-maily rozešle za vás. Stačí si nastavit automatizované úkoly a jdeme na to :)
Graphic widgets and reports on business opportunities and leads
This set includes the following graphical widgets and reports for the business opportunities and leads sections:
- analysis of business opportunities by status (sales funnel)
- analysis of opportunities by users (bar chart)
- analysis of leads by source and their success
Automated import of PDF orders
This module uses advanced artificial intelligence to automate order processing. It can read data directly from PDF documents, images and text files, analyze their content and then import them directly into orders. In this way, it saves time and eliminates errors in manual data entry. The module is ideal for companies that work with a large amount of documents and need to streamline their processes.