Customer Relationship Management (CRM) and Sales Solutions

Streamline customer relationships and sales processes with Codease's innovative tools. From franchise management to survey creation, our solutions empower businesses to optimize operations, improve communication, and drive growth.

Franchise and Store Management Software

Simplify store and franchise operations with tools to:

• Digitize store opening and setup processes

• Monitor profitability and scalability centrally

• Enable efficient tracking for new branches in retail and food sectors

Drive growth with a comprehensive franchise management solution.

Agent Service Request Management System

Enhance communication between insurance companies and agents with features like:

• Streamlined request handling for coverage, fleet offers, and policy issues

• Integration with core insurance applications for smooth operations

Improve service efficiency and agent satisfaction effortlessly.

Field Sales Management Software

Empower your sales representatives with tools to:

• Track and manage B2B visits for better sales outcomes

• Leverage real-time mapping and scheduling for field operations

• Collect actionable insights through built-in survey capabilities

Boost productivity and streamline your sales force.

Dealer Management System (DMS)

Enhance dealer communication with features that:

• Simplify request tracking and approvals between dealers and central units

• Provide systematic reporting for better oversight and decision-making

Increase efficiency in dealer operations with an all-in-one platform.

Survey and Feedback Management Software

Collect insights with ease using tools to:

• Create dynamic surveys for customers and internal users

• Generate visual and detailed reports automatically from responses

Understand and improve customer and team satisfaction with actionable feedback.

Revolutionize your CRM and sales processes with Codease’s solutions.

Explore how our tools can transform your business operations.