UP!CRM: BASE module functionalities

UP!CRM brings your enterprise to the service of your client's?


Everything that you need ...

The platform UP! CRM is the engine that makes all of your business information available where and when needed, but on top of all it ensures a fast retrieval. All the functionality you need to create an advanced system for managing relationships with customers are already present in the basic configuration, which we call the basic module. In this basic module environment, all information are managed and mediated through specific data management processes and guided insertions so that everything is in order . UP! CRM arises in the aim of creating a single shared standard platform within your enterprise so that every user can easily control their own areas of competence.

  • Detailed demographic and contextual data.
  • Full text searches.
  • Georeferenciation.
  • Systems notification

Cloud Services ALDEBRA

A-X-CLOUD is Aldebra’s cloud platform to which you can assign your enterprise’s data and applications.

Secure Data ALDEBRA

Aldebra’s services concerning security and management of your enterprise-wide data will guarantee you maximum protection and business continuity.


A Customer Care service which is at your disposal will support you through every of your needs.

Integrated with Ms OFFICE

Create your business documents in Word with all the information pre-compiled and send them to your customers.

  • Multi enterprise management +

    The platform UP! CRM allows a complete multi-enterprise management. On the same database several enterprises can be created by the system administrator (from the administration interface integrated in the application). You can tell each user which enterprises he can access and which of these is the enterprise of default on which he will connect. All application data are divided by the enterprise; the user will only see the data on which the enterprise is linked.
  • Manage users, groups and roles +

    The basic platform of UP!CRM provides the ability to configure access through profiling users, groups and their roles. The user of UP!CRM is characterized by name, last name, email, login and password, language, etc.
  • Managing permissions +

    The environment UP!CRM is always fully configurable regarding the permissions trough the administrator. The permissions can be configured for single-users or per group, the transactions over which can be given permissions are viewing, editing, and deleting. Menus are also present in the application and are also subjected to the permissions set by the administrator.
  • Frequent or recent researches +

    The platform UP!CRM natively integrates the ability to perform both simple and advanced search of all archived data. Moreover the administrator is in possession of the ability to configure the sensitive fields regarding the research and those ones that are shown in the results. UP!CRM also constantly keeps track of user activity and shows the links of frequently and recently visited items.
  • Managing links +

    Integrated into the application interface you will find a controller that lets you manage your favorite sites. This control is similar to the Internet Explorer favorites, but the goal is to catalog sites used usually in the context of CRM; other benefit of this control is that it does not depend on the browser / workstation as they are links of the users of CRM.
  • Managing news and faqs +

    The management of news and faqs allows you to create an archive of "news" and "questions and answers" which are published to a group of users rather than to the individual user.
  • Customized fields +

    Each entity UP!CRM, the standard ones (customer contact), and the once obtained by a specific customizations, allow you to add and manage new types of data by the administrator. For each new field you can manage your description, type (numeric, string, tick, down, ...), the mandatory, the help, etc. .... Custom fields can be created by defining schemas to associate with the type and status of the entity. This feature allows for example to add a new field "loss pattern" only for the data of the vendor type (Type = Supplier) and lost to the state (Status = Lost Customer).
  • Highlighters +

    The engine management concerning the highlighter allows you to create exactly the markers for the various entities (customers, contacts, etc.) that can be enabled / disabled by the user. Each marker has a name, description, color and importance. The active markers are shown on the display screens of the entity; This allows an immediate view of the "particularity" of the element displayed and will eventually be the subject of future analyzes (for example: all customers with the marker "VIP customer" active).
  • Typed notes +

    To each UP!CRM entity can be linked notes. This notes are typed and so dispose of information regarding the type, date of insertion, the importance and the note itself.
  • Attachments +

    Each entity UP!CRM, the standard ones (customer contact), and the once obtained by a specific customizations, has the ability to manage attachments. It is possible to connect them to any entity of any type of file as well as defining the type and importance.
  • Creating documents from models +

    UP!CRM allows you to attach models of Word created by the user entities and configure them exactly where you want to insert the data of customers, contacts, opportunities, etc. .... To each model you can tie input variables, phrases, and values and it is attachable and can be sent via email automatically. The management concerning the models allows for example to create quickly and without possibility of error the fax header, standard models regarding the request of client data, models regarding the offers, etc..
  • Historical +

    The standard entities of UP!CRM, and if you want even the customized ones, automatically manage the data history undergoing any change; in this way and at any time, it will be possible to go back to any changes made and possibly highlight the differences of the historical data with the current one.
  • Filters and Analysis +

    UP! CRM natively integrates a powerful analysis tool that is able to query all the data in the CRM itself. With this tool it is easy to analyze the various data contained in the database, add additional filters, grouping columns, have counts and totals, save everything and or export it to Excel format. The standard analysis can easily be integrated and expanded by the administrator and are subject to permissions, therefore you can create ad hoc analyzes for different groups / departments.
  • Notifications +

    The tool allows you to forward notifications from various contexts UP!CRM either manually or automatically. The target users are UP!CRM will find the notification in UP!CRM but also in the managing tool of electronic mail. Each notification has the structure of an email and can handle attachments. The tool allows you to monitor in detail notification paths and situations from which alerts derive directly to the specific users and are then subsequently analyzed.
  • Links between entities +

    Each entity of UP!CRM can be connected to any other entity with a type of connection of the user's choice. It can be connected to each other entity of the same type or different type of entities. The connection of entities of the same type allows you to manage situations where for example two separate customers (Corporate and Piva different) are part of the same holding enterprise, or are one the other supplier or customer. The connection of entities of different types allows to handle situations where such an opportunity has been generated from one or more activities, or when a campaign has generated the activity.
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