CRM
Customer, contact and sales opportunity management
Tags on client card – quick categorization of cooperation
Tags on client card – quick categorization of cooperation Tags are one of the most effective ways to quickly organize your customer database. With th...
Merging clients – how to quickly remove duplicates
Merging clients – how to quickly remove duplicates The client database is a living organism – sometimes it happens that through data import or manual...
Fetch data from GUS registry option
Fetch data from GUS registry option Data entry automation is the key to an efficient CRM. Instead of manually entering addresses or REGON numbers, yo...
Adding a note on the client card
Adding a note on the client card Maintaining order in client relationships requires a place to record agreements, comments, or specific requirements....
CRM
The module is used for building, managing, and maintaining relationships with customers. Thanks to the universal features and solutions included in th...
Clients — creating and editing records
The CRM module allows you to maintain a database of clients and contacts. The client file is a central place where you collect contact information, co...
Contacts — people associated with the client
Contacts are individuals associated with a customer record in the CRM — sales representatives, decision-makers, employees of the client’s company. A c...
Sales Opportunities — Deal Management
Sales opportunities (deals) are potential transactions with clients. They allow you to track the sales process from the first contact to closure. Nam...
CRM Statuses — Stages and Labels
CRM statuses are used to mark the stages of contacts, sales opportunities, and customers. You define your own statuses tailored to the sales process i...
CRM Notes — Contact History
CRM notes allow you to document the history of interactions with the client — phone calls, meetings, agreements, observations. Title The title of th...
Customer Card
The client card is the central place where you gather all data about the contractor — from basic contact information to the status of cooperation, his...
Contact Card
Name - full name of the contact Photo - allows adding a photo of the contact for easier identification Description - short description of the cont...
Interest card
Name: In this field, you can enter a short name that facilitates the quick identification of a specific case in lists and reports. Description: This...
Note Card
Name: In this field, you can enter a short, unique title that will allow you to quickly identify the main topic of the note in the list. Content: Th...