Help businesses efficiently organize, track, and nurture customer relationships. Centralizes client information, manages interactions, and streamlines communication, ensuring that teams can deliver personalized services and improve customer satisfaction.
Key features include contact management, task scheduling, and reporting tools, all designed to enhance client engagement and drive growth.
Account Management
Provides a comprehensive 360-degree view of all account data
- All information is structured in specific sections: Summary information, General, Contact and Financial Information, Addresses and Documents
- Overview of operational data: Contracts, Order, Billing Schedule, delivery note, invoices, projects, users
- Offer a complete historical view: lead, opportunity, quote
- Create a 360 degree customer view: from lead to contracting, delivery and invoicing
Contact Management
Allows businesses to efficiently organize and track customer interactions. It provides a centralized database for storing contact information, communication history, and relationship details, enabling teams to engage with clients more effectively.
- Keep track of the people the user does business with
- Streamline communication with customers representatives
Collaboration and automation tools
Enables teams to work together seamlessly by providing tools for communication, file sharing, and task management. It facilitates real-time collaboration, allowing users to collaborate on documents, track project progress, and share updates in a centralized platform. Key features include messaging, shared workspaces, and integration with other productivity tools.
- Collaborate with team through cases, activities and post at entity level
- Consolidate entity associated documents in one place
- Collaboration and approval workflows