Contact details are managed centrally, leading to amendments only needing to be inputted in a single location.
Users can keep track of all available forms of interaction: phone conversations, letters, reports on visits and meeting minutes. You can follow up on issues in good time with the aid of tasks.
Users can generate simple quotations, send them by email and evaluate the status of online quotations. By completing any workflows yourself, you can ensure that the quotation process proceeds in a consistent and structured manner.
Users can manage leads and monitor turnover, probability, decision periods and any commissions. This management information allows you to streamline the sales process.
Lists, advertising and surveys
Users can save contacts in different lists. You can then use these to send periodic newsletters, for instance, or to print labels or send surveys.
Once the basic elements are in place, a world of options opens up to you.
That's not all
Organize the basics
Areas and spaces, contracts, inventories or parking spaces. A single convenient location for everything that matters.
Manage your processes via efficient automated workflows.
Optimize and improve
Make the right decisions based on real-time insight into relevant information.