{"id":2020,"date":"2026-09-30T09:55:01","date_gmt":"2026-09-30T07:55:01","guid":{"rendered":"https:\/\/eu.klytic.com\/klytic-crm-2\/"},"modified":"2026-09-30T09:55:01","modified_gmt":"2026-09-30T07:55:01","slug":"klytic-crm","status":"publish","type":"page","link":"https:\/\/eu.klytic.com\/cs\/klytic-crm\/","title":{"rendered":"Klytic CRM"},"content":{"rendered":"\t\t
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\ud83e\udd1d Vztahy se z\u00e1kazn\u00edky a \u0159\u00edzen\u00ed firmy<\/p>\n\t\t\t\t\t

Klytic CRM: od prvn\u00edho kontaktu po fakturu m\u00e1te v\u0161e pod kontrolou<\/h1>\n\t\t\t\t\t

Soust\u0159e\u010fte potenci\u00e1ln\u00ed z\u00e1kazn\u00edky, z\u00e1kazn\u00edky, cenov\u00e9 nab\u00eddky a faktury v jednom jednoduch\u00e9m n\u00e1stroji. Cel\u00fd t\u00fdm v\u00ed, v jak\u00e9 f\u00e1zi je ka\u017ed\u00fd obchod, a va\u0161e obchodn\u00ed data z\u016fst\u00e1vaj\u00ed u v\u00e1s.<\/p>\n\t\t

\n \t\t\t\n\tPo\u017e\u00e1dat o uk\u00e1zku\n<\/a>\n\t\t\t\t\t\n\tZ\u00edskat cenovou nab\u00eddku\n<\/a>\n\t\t\n<\/div>\n\n<\/div>\n
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V\u00e1\u0161 obchodn\u00ed cyklus na prvn\u00ed pohled<\/p>\n\t\t

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\ud83d\udc64 Potenci\u00e1ln\u00ed z\u00e1kazn\u00edk<\/strong> \u2192 karta, historie, navazuj\u00edc\u00ed kroky<\/p>\n\t\t\t\t\t

\ud83c\udfaf P\u0159\u00edle\u017eitost<\/strong> \u2192 \u010d\u00e1stka, pravd\u011bpodobnost, f\u00e1ze<\/p>\n\t\t\t\t\t

\ud83d\udcc4 Cenov\u00e1 nab\u00eddka<\/strong> \u2192 vytvo\u0159en\u00e1 a odeslan\u00e1 n\u011bkolika kliknut\u00edmi<\/p>\n\t\t\t\t\t

\ud83d\udcb6 Objedn\u00e1vka a faktura<\/strong> \u2192 sledov\u00e1n\u00ed plateb<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n

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Kompletn\u00ed obchodn\u00ed n\u00e1stroj bez zbyte\u010dn\u00e9 slo\u017eitosti<\/h2>\n\t\t\t\t\t

Klytic CRM vych\u00e1z\u00ed ze softwaru pro \u0159\u00edzen\u00ed firmy, kter\u00fd pou\u017e\u00edvaj\u00ed tis\u00edce mal\u00fdch a st\u0159edn\u00edch podnik\u016f. Nainstalujeme ho, p\u0159izp\u016fsob\u00edme va\u0161\u00ed \u010dinnosti a za\u0161kol\u00edme va\u0161e t\u00fdmy.<\/p>\n\t\t\n<\/div>\n

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\ud83d\udc65<\/p>\n\t\t\t\t\t

Z\u00e1kazn\u00edci a potenci\u00e1ln\u00ed z\u00e1kazn\u00edci<\/h3>\n\t\t\t\t\t

Karty firem a kontakt\u016f, historie komunikace, propojen\u00e9 dokumenty, segmentace.<\/p>\n\t\t\n<\/div>\n

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\ud83c\udfaf<\/p>\n\t\t\t\t\t

Obchodn\u00ed p\u0159\u00edle\u017eitosti<\/h3>\n\t\t\t\t\t

Sledujte ka\u017ed\u00fd obchod podle f\u00e1ze, s \u010d\u00e1stkami a pravd\u011bpodobnostmi, a \u0159i\u010fte tak sv\u016fj obrat.<\/p>\n\t\t\n<\/div>\n

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\ud83d\udcc4<\/p>\n\t\t\t\t\t

Cenov\u00e9 nab\u00eddky a objedn\u00e1vky<\/h3>\n\t\t\t\t\t

Cenov\u00e9 nab\u00eddky ve va\u0161ich barv\u00e1ch z katalogu produkt\u016f a slu\u017eeb, kter\u00e9 jedn\u00edm kliknut\u00edm p\u0159evedete na objedn\u00e1vku.<\/p>\n\t\t\n<\/div>\n

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\ud83d\udcb6<\/p>\n\t\t\t\t\t

Faktury a platby<\/h3>\n\t\t\t\t\t

Fakturace, dobropisy, sledov\u00e1n\u00ed \u00fahrad a upom\u00ednky neuhrazen\u00fdch faktur.<\/p>\n\t\t\n<\/div>\n

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\ud83d\udcc5<\/p>\n\t\t\t\t\t

Kalend\u00e1\u0159 a \u00fakoly<\/h3>\n\t\t\t\t\t

Sch\u016fzky, hovory, p\u0159ipom\u00ednky: nikdo na nic nezapomene.<\/p>\n\t\t\n<\/div>\n

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\ud83d\udcca<\/p>\n\t\t\t\t\t

\u0158\u00eddic\u00ed panely<\/h3>\n\t\t\t\t\t

Statistiky prodeje, obchodn\u00ed pipeline a kl\u00ed\u010dov\u00e9 ukazatele na prvn\u00ed pohled.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\t\t\t

A podle va\u0161ich pot\u0159eb: sklad, n\u00e1kup od dodavatel\u016f, projekty, cestovn\u00ed n\u00e1hrady\u2026 moduly aktivujete postupn\u011b.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

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\ud83e\uddfe Elektronick\u00e1 fakturace<\/p>\n\t\t\t\t\t

Od cenov\u00e9 nab\u00eddky k elektronick\u00e9 faktu\u0159e, ani\u017e byste opustili kartu z\u00e1kazn\u00edka<\/h2>\n\t\t\t\t\t

Klytic CRM generuje va\u0161e faktury v elektronick\u00e9m form\u00e1tu, automaticky nebo na vy\u017e\u00e1d\u00e1n\u00ed, a odes\u00edl\u00e1 je na akreditovanou platformu. Z t\u00e9to platformy tak\u00e9 stahuje va\u0161e p\u0159ijat\u00e9 faktury.<\/p>\n\t\t\n<\/div>\n

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1<\/p>\n\t\t\t\t\t

Cenov\u00e1 nab\u00eddka<\/h3>\n\t\t\t\t\t

P\u0159ipraven\u00e1 a odeslan\u00e1 z karty z\u00e1kazn\u00edka, s va\u0161imi produkty a cenami.<\/p>\n\t\t\n<\/div>\n

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2<\/p>\n\t\t\t\t\t

Faktura<\/h3>\n\t\t\t\t\t

P\u0159ijat\u00e1 cenov\u00e1 nab\u00eddka se stane fakturou bez op\u011btovn\u00e9ho zad\u00e1v\u00e1n\u00ed.<\/p>\n\t\t\n<\/div>\n

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3<\/p>\n\t\t\t\t\t

Akreditovan\u00e1 platforma<\/h3>\n\t\t\t\t\t

Elektronick\u00e1 faktura se vygeneruje a ode\u0161le automaticky, nebo a\u017e se rozhodnete.<\/p>\n\t\t\n<\/div>\n

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4<\/p>\n\t\t\t\t\t

Sledov\u00e1n\u00ed<\/h3>\n\t\t\t\t\t

Stavy vr\u00e1cen\u00e9 platformou se zobrazuj\u00ed p\u0159\u00edmo u faktury, v\u010detn\u011b \u010dty\u0159 povinn\u00fdch: pod\u00e1na, odm\u00edtnuta, platba odesl\u00e1na, platba p\u0159ijata.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

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Co Klytic CRM podporuje<\/h3>\n\t\t
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\ud83d\udcc4 T\u0159i ofici\u00e1ln\u00ed form\u00e1ty<\/h4>\n\t\t\t\t\t

CII, Factur-X a UBL: strukturovan\u00e9 form\u00e1ty zvolen\u00e9 v r\u00e1mci reformy, \u010diteln\u00e9 v\u0161emi akreditovan\u00fdmi platformami.<\/p>\n\t\t\n<\/div>\n

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\ud83d\udd0c Otestovan\u00e9 akreditovan\u00e9 platformy<\/h4>\n\t\t\t\t\t

P\u0159ipojen\u00ed k EsaLink (Hubtimize) a SuperPDP prost\u0159ednictv\u00edm standardizovan\u00e9ho API AFNOR. Dv\u011b platformy hostovan\u00e9 ve Francii a certifikovan\u00e9 podle ISO 27001.<\/p>\n\t\t\n<\/div>\n

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\u2705 Ov\u011b\u0159en\u00e9 karty z\u00e1kazn\u00edk\u016f<\/h4>\n\t\t\t\t\t

Diagnostika p\u0159ed odesl\u00e1n\u00edm zkontroluje, zda jsou vypln\u011bny po\u017eadovan\u00e9 \u00fadaje: e-mail, SIRET a DI\u010c pro pln\u011bn\u00ed v r\u00e1mci EU.<\/p>\n\t\t\n<\/div>\n

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\ud83d\udd12 Faktury v souladu s p\u0159edpisy<\/h4>\n\t\t\t\t\t

Faktura je po schv\u00e1len\u00ed uzam\u010dena, z\u00e1lohov\u00e9 platby se zpracov\u00e1vaj\u00ed jako faktury, z\u00e1porn\u00e9 \u0159\u00e1dky nejsou povoleny: pravidla reformy jsou dodr\u017eena.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n

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\ud83d\udce4 Vydan\u00e9 faktury<\/h3>\n\t\t\t\t\t

Vystaven\u00e9 v Klytic CRM a ulo\u017een\u00e9 na akreditovanou platformu, kter\u00e1 je p\u0159ed\u00e1 va\u0161im z\u00e1kazn\u00edk\u016fm.<\/p>\n\t\t\n<\/div>\n

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\ud83d\udce5 P\u0159ijat\u00e9 faktury<\/h3>\n\t\t\t\t\t

Sta\u017een\u00e9 z akreditovan\u00e9 platformy a p\u0159i\u0159azen\u00e9 k va\u0161im dodavatel\u016fm: konec ru\u010dn\u00edho zad\u00e1v\u00e1n\u00ed.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

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\ud83d\udcc5 Harmonogram reformy ve Francii<\/h3>\n\t\t\t\t\t

Od 1. z\u00e1\u0159\u00ed 2026<\/strong>: v\u0161echny spole\u010dnosti, kter\u00e9 jsou pl\u00e1tci DPH, mus\u00ed b\u00fdt schopny p\u0159ij\u00edmat elektronick\u00e9 faktury. Velk\u00e9 a st\u0159edn\u011b velk\u00e9 podniky je mus\u00ed tak\u00e9 vystavovat.<\/p>\n\t\t\t\t\t

1. z\u00e1\u0159\u00ed 2027<\/strong>: povinnost vystavovat elektronick\u00e9 faktury se roz\u0161i\u0159uje na mal\u00e9 a st\u0159edn\u00ed podniky a mikropodniky.<\/p>\n\t\t\t\t\t

Elektronick\u00e1 fakturace je k dispozici pro Francii prost\u0159ednictv\u00edm podporovan\u00fdch akreditovan\u00fdch platforem.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n

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Pro\u010d zvolit Klytic CRM?<\/h2>\n\t\t\n<\/div>\n
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\ud83d\udd12 Va\u0161e datab\u00e1ze z\u00e1kazn\u00edk\u016f pat\u0159\u00ed v\u00e1m<\/h3>\n\t\t\t\t\t

Va\u0161e obchodn\u00ed data jsou va\u0161\u00edm kapit\u00e1lem. Z\u016fst\u00e1vaj\u00ed hostov\u00e1na u n\u00e1s nebo u v\u00e1s a nikdy je nevyu\u017e\u00edv\u00e1 \u017e\u00e1dn\u00e1 t\u0159et\u00ed strana.<\/p>\n\t\t\n<\/div>\n

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\ud83e\udde9 Propojeno s va\u0161\u00ed sadou<\/h3>\n\t\t\t\t\t

Ve spojen\u00ed s Klytic Mail, Docs a Tel se v\u00e1\u0161 CRM stane centrem va\u0161\u00ed obchodn\u00ed \u010dinnosti.<\/p>\n\t\t\n<\/div>\n

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\ud83d\udee0\ufe0f P\u0159izp\u016fsobeno va\u0161emu oboru<\/h3>\n\t\t\t\t\t

Pole, \u0161ablony dokument\u016f, f\u00e1ze prodeje: n\u00e1stroj nastav\u00edme podle toho, jak pracujete, a v p\u0159\u00edpad\u011b pot\u0159eby vyvineme funkce na m\u00edru.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n

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\u010cast\u00e9 dotazy<\/h2>\n\t\t
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M\u016f\u017eete importovat na\u0161e sou\u010dasn\u00e1 data?<\/h3>\n\t\t\t\t\t

Ano. P\u0159evezmeme va\u0161e datab\u00e1ze z\u00e1kazn\u00edk\u016f, produkt\u016f i historii z tabulky nebo z jin\u00e9ho softwaru.<\/p>\n\t\t\n<\/div>\n

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Kolik to stoj\u00ed?<\/h3>\n\t\t\t\t\t

Cena z\u00e1vis\u00ed na po\u010dtu u\u017eivatel\u016f a aktivovan\u00fdch modulech. Po \u00favodn\u00ed konzultaci v\u00e1m za\u0161leme p\u0159ehlednou cenovou nab\u00eddku.<\/p>\n\t\t\n<\/div>\n

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Mohou jej moji obchodn\u00edci pou\u017e\u00edvat na cest\u00e1ch?<\/h3>\n\t\t\t\t\t

Ano, Klytic CRM se pou\u017e\u00edv\u00e1 v prohl\u00ed\u017ee\u010di na po\u010d\u00edta\u010di, tabletu i smartphonu.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n

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\u0158i\u010fte sv\u00e9 prodeje s klidem<\/h2>\n\t\t\t\t\t

Poznejte Klytic CRM b\u011bhem 20minutov\u00e9 uk\u00e1zky na m\u00edru.<\/p>\n\t\t\t\t\t\n\tRezervovat uk\u00e1zku\n<\/a>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"_seopress_titles_title":"CRM a elektronick\u00e1 fakturace v Evrop\u011b | Klytic Europe","_seopress_titles_desc":"Klytic CRM: kontakty, nab\u00eddky, faktury a e-fakturace v suver\u00e9nn\u00edm hostovan\u00e9m CRM. Moduly podle va\u0161ich pot\u0159eb. Hosting v Evrop\u011b, v souladu s GDPR.","_seopress_robots_index":"","_seopress_robots_follow":"","_seopress_robots_imageindex":"","_seopress_robots_snippet":"","_seopress_robots_primary_cat":"","_seopress_robots_breadcrumbs":"","_seopress_robots_freeze_modified_date":"","_seopress_robots_custom_modified_date":"","_seopress_robots_canonical":"","_seopress_social_fb_title":"CRM a elektronick\u00e1 fakturace v Evrop\u011b | Klytic Europe","_seopress_social_fb_desc":"Klytic CRM: kontakty, nab\u00eddky, faktury a e-fakturace v suver\u00e9nn\u00edm hostovan\u00e9m CRM. Moduly podle va\u0161ich pot\u0159eb. Hosting v Evrop\u011b, v souladu s GDPR.","_seopress_social_fb_img":"","_seopress_social_fb_img_attachment_id":0,"_seopress_social_fb_img_width":0,"_seopress_social_fb_img_height":0,"_seopress_social_twitter_title":"CRM a elektronick\u00e1 fakturace v Evrop\u011b | Klytic Europe","_seopress_social_twitter_desc":"Klytic CRM: kontakty, nab\u00eddky, faktury a e-fakturace v suver\u00e9nn\u00edm hostovan\u00e9m CRM. Moduly podle va\u0161ich pot\u0159eb. Hosting v Evrop\u011b, v souladu s GDPR.","_seopress_social_twitter_img":"","_seopress_social_twitter_img_attachment_id":0,"_seopress_social_twitter_img_width":0,"_seopress_social_twitter_img_height":0,"_seopress_redirections_value":"","_seopress_redirections_enabled":"","_seopress_redirections_enabled_regex":"","_seopress_redirections_logged_status":"","_seopress_redirections_param":"","_seopress_redirections_type":0,"_seopress_analysis_target_kw":"CRM,faktura\u010dn\u00ed software,elektronick\u00e1 faktura,nab\u00eddky a faktury,suver\u00e9nn\u00ed CRM,Evropa,GDPR","_seopress_news_disabled":"","_seopress_video_disabled":"","_seopress_video":[],"_seopress_pro_schemas_manual":[],"_seopress_pro_rich_snippets_disable_all":"","_seopress_pro_rich_snippets_disable":[],"_seopress_pro_schemas":[],"footnotes":""},"class_list":["post-2020","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/eu.klytic.com\/cs\/wp-json\/wp\/v2\/pages\/2020","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/eu.klytic.com\/cs\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/eu.klytic.com\/cs\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/eu.klytic.com\/cs\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/eu.klytic.com\/cs\/wp-json\/wp\/v2\/comments?post=2020"}],"version-history":[{"count":0,"href":"https:\/\/eu.klytic.com\/cs\/wp-json\/wp\/v2\/pages\/2020\/revisions"}],"wp:attachment":[{"href":"https:\/\/eu.klytic.com\/cs\/wp-json\/wp\/v2\/media?parent=2020"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}