Coyote CRM

The one multi-user, multi-company business ecosystem that brings communications, the Cloudya NFON switchboard, case workflows and automatic document generation together in a single operational entry point.

Coyote CRM Interface Overview

Everything you need, switched on to measure

Every customer gets their own dedicated instance and switches on only the modules they need. A scalable, optimised structure.

CRM Core

Company, contact, site and contact-detail records with two-way relationships and fields you can tailor.

Core

Activities & calendar

Advanced planning, task assignment, and a native calendar built in for each user and for everyday activities.

Core

Mail module

IMAP/SMTP sending and receiving, personalised templates with variables, and scheduled campaigns driven from Excel.

Optional

WhatsApp Business

Send, receive and file automatically on the customer record. Profiled bulk sends driven from Excel lists.

Optional

Switchboard monitor

Native Cloudya NFON integration. The contact record opens instantly, plus click-to-dial and real-time statistics.

Optional

Forms & offers

Mapping and automatic filling of static and dynamic forms. Offers and quotations generated in a flash.

Optional

Dossiers & files

Multi-level control for progress reports (SAL), custom workflows, deadlines and handy checklists.

Optional

Resource booking

A centralised company booking module for meeting rooms, company cars and equipment.

Optional

File archiving

Save documents straight onto the records, with an advanced global search engine across attachments.

Core

ERP sync

Automatic synchronisation on a flexible schedule, with flow logs and difference monitoring.

Optional

Flexible storage

Connect the most common commercial clouds (Google Drive, OneDrive, Dropbox, pCloud) or keep the data on your own local NAS.

Infrastructure

Mobile web app

A lean responsive interface built for working on the move and for time tracking with start/stop.

Mobility

Start today

If you are already a customer, enter your code in the dedicated area. For information and activation, get in touch.

Ready to transform the way you run your business?

Ask for a technical overview or a guided demo, with no obligation. One of our specialists will show you how to set Coyote CRM up around what your business actually needs.

  • A dedicated instance and modules you switch on when you need them
  • Full integration with NFON Cloudya
  • Specialist support and consultancy from Italy