CRM: stay on top of your relationships, from first contact to follow-up
Companies, contacts, statuses, tasks, conversations and documents: all your customer information in one place. The CRM module works together with customer management and reservations in i-Reserve.
The CRM module works together with customer management and reservations in i-Reserve. Extend the standard features with extra modules or with integrations with other systems. This turns i-Reserve into a complete, fast and user-friendly reservation system that you set up exactly the way you want.
companies and contacts
Companies, contacts and how they relate
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.
work with both companies and contactsrecord how relationships interconnectmultiple email addressesmultiple phone numberswebsites and web addressesextra contact fields per relationship
control over your relationships
Statuses, labels and follow-up
With customer and company statuses you see right away where each relationship stands. You set configurable statuses at company level and at customer level and use labels to categorize relationships and company fields. Record your follow-up by moving a company or customer to a different status at the right moment. A status-check worklist shows you which customers need action, so nothing slips through the cracks.
status at company levelstatus at customer levellabels for categorizingyour own custom fieldsrecord follow-upstatus-check worklist
always on top of your actions
Tasks, to-dos and follow-up: nothing falls through the cracks
With the tasks and to-do module you link tasks directly to your relationships. Work with reusable task templates per situation, for example for onboarding a new customer, and delegate tasks to team members. Every task has its own status workflow. That way you see at a glance what is open and what is done. You can also schedule follow-up reminders on a set date ("call this customer on 1 July"), so no action slips through.
link tasks to a customer or companyreusable task templatesdelegate tasks to team membersstatus workflow per tasktime-based follow-up remindersoverview of outstanding actions
all conversations together
Communication: email, SMS and chat in one place
Bring all your communication together in a single overview. Conversations are tracked as threads and you link them to a customer, company, reservation or invoice. Email customers directly from i-Reserve with templates and preview, send SMS messages or run a support chat. A status workflow (open → pending → closed → archived) keeps every conversation organized.
unified inbox with threadslink conversations to a customer, reservation or invoiceemail with templates and previewsend SMSsupport chatstatus workflow per conversation
calling from i-Reserve
Call and log conversations with the call module
With the call module you call directly from i-Reserve (click-to-dial). Depending on your telephony provider, for example WeCloudit, your phone rings and the call is set up. Inbound and outbound calls are logged with the right relationship. You can record them and take notes per call. That way you always see what happened and when.
outbound calling from the application (click-to-dial)works with your own telephony providersupport for WeCloudit and otherslog both inbound and outbound callsrecord callsnotes per call
documents in one place
All your documents with the customer via Google Drive
The CRM module connects to Google Drive. From the CRM you work directly in a fixed folder of documents in your Google Drive, including subfolders. That way you keep all project documentation per relationship and always have your files at hand: in i-Reserve and in your own Drive.
Google Drive integrationfixed document folder per relationshipwork with subfolderscomplete project documentationdocuments always at hand
All features for CRM
CRM
Manage your relationships and interactions with (prospective) customers in one central place.
Customer records & field dictionary
Create and manage customer records with a field dictionary: required fields, validation and a rearrangeable form layout.
Companies & contacts
Work with companies and attach the relevant contacts to them, so the relationship is always clear.
Contacts
Multiple contacts per customer (phone, email, SMS), markable as workflow-relevant or invoice recipient.
Interconnected relationships
Link customers to each other or to a company and instantly see how relationships connect.
Automatic company linking
Automatically link customers to the right company based on their email domain.
Company chains
Manage franchise and chain structures, including handling of membership contributions.
Custom fields
Capture extra customer- and company-specific information in up to ten custom fields of your own.
Customer status
Set up customer statuses and assign a status to a customer to stay in control of your relationships.
Company status
Give companies a company status and steer at organization level instead of per individual customer.
Status-check worklist
See in a single list which customers need action, with a counter in the sidebar.
Labels & categories
Categorize relationships with labels at both company and customer level.
Segmentation & groups
Create multilingual customer segments and groups with their own custom fields.
Tasks & to-dos
Link tasks to your relationships with their own status workflow, so actions are never left undone.
Task templates & delegation
Work with reusable task templates per scenario and delegate tasks to team members.
Follow-up reminders
Schedule time-based follow-up actions ("call this customer on 1 July") and assign them to a team member.
Communication (unified inbox)
Bring email, SMS and chat together as threads, linked to a customer, company, reservation or invoice.
Call module & click-to-dial
Make outbound calls directly from the application, using your own telephony provider such as WeCloudit.
Call recording & notes
Log inbound and outbound calls, record them and take notes against the right relationship.
Google Drive integration
Work directly from the CRM with a fixed document folder in your Google Drive, including subfolders.
Financial details & SEPA
Record IBAN/BIC, VAT number, payment method and SEPA mandate, with invoicing preferences per relationship.
Accounts receivable & reminders
Monitor outstanding items with reminder profiles and automatic dunning, including a send log.
User accounts
Create or link a front-end login, send a reset link and view the site "as this user".
Search, filter & saved filters
Sortable columns, column selection, saved filters and a quick-search window with recent customers.
Bulk actions
Process large groups in one go: bulk emailing, deleting (with a preview check) and updating data.
Merge & deduplicate
Merge duplicate customers with field-by-field selection and insight into the impact on bookings and invoices.
Audit trail & history
Complete audit trail per field (timestamp, user, old/new value) and a separate status history.
See how it works with your offering?
Try it free for 30 days, we set it up. Or book a demo.