CRM

The CRM module lets you easily record multiple details for a customer. You work with companies and link the relevant contacts to them, so the relationship between them is always clear. For each relationship you register different contact details: multiple email addresses, phone numbers and websites. That way you get a complete picture of who's who at a glance.

With the tasks and to-do module you link tasks directly to your relationships. Work with reusable task templates per scenario — for example onboarding a new customer — and delegate tasks to team members. Every task has its own status workflow, so you can see at a glance what's outstanding and what's done. You can also schedule time-based follow-up reminders ("call this customer on 1 July") and never let another action slip.

With the call module you make outbound calls directly from the application (click-to-dial). Depending on your telephony provider — including our in-house provider WeCloudit — your handset rings and the call is set up. Inbound and outbound calls are logged and linked to the right relationship, can be recorded, and you take notes per call. That way you have continuous insight into when something happened.