Every contact, every task and every document in one place.
Companies, contacts, sales opportunities and tasks live in the same system as your orders and invoices. A company becomes a customer with one click, with no retyping and no second database.
In active developmentThe foundation is in place and in use. Further components are added continuously.
What is already included today
Not a preview, but what you find once you switch it on.
Companies and contacts
Companies with as many contacts as you need, your own categories in a tree structure, full-text search. You import existing customers in a single run.
DetailsThe company becomes a customer
One click creates the customer in order management, with address, contact person and a link back to the CRM.
DetailsSales opportunities in stages
Your own pipelines with freely named stages. Each opportunity has a value, probability and owner.
DetailsTasks with follow-ups
Tasks are linked to a contact, company or customer. You see them on the record and collected in the sidebar.
DetailsHistory per contact
Calls, conversations and notes are stored with the contact. If someone calls again months later, you see straight away what it was about last time.
DetailsDocuments in the browser
Folders, templates and an online editor for text and spreadsheets, with nothing to install. Every document can be linked and viewed as a PDF.
DetailsMore than an address book
The difference is not the contact list, but what it is connected to.
- One set of dataThe contact in the CRM and the customer on the order are not a pair from two programs that you have to keep in sync. They belong together.
- Contacts on your phoneVia CardDAV, your CRM contacts appear in the address book on your phone, tablet and computer. Callers show up by name. More under Calendar & contacts.
- Appointments in the same calendarA follow-up in the CRM can appear as an appointment in your calendar, with no extra tool.
- Documents with the contactDraft quote, call notes and draft contract are stored with the contact, not in a folder on some computer.
- Switchable per companyIf you do not need the CRM, you do not see it. The interface stays lean.
Straight talk: what you are signing up for
- The module is still growing.
- Companies, contacts, categories, sales opportunities, tasks, history and documents are in place and in use. What you enter today is kept. There is no restart with an empty database.
- Not a large-scale sales system.
- It does not offer campaign management for a hundred field sales reps. For businesses that want to know who wanted what and when, and what came of it, it is enough.
- The online editor needs resources.
- It runs in its own container. For very small servers, we talk to you about the specification beforehand.
Winter special
In the winter special: all modules in the package at no extra charge. If you join now, you keep the benefit afterwards too. This also applies to the CRM, which is in active development.
- No surcharge, no per-user fee
- The benefit remains after the winter special
- Your feedback goes straight into development
Packages from €49.95 a month incl. VAT.
Related
Want to know when the CRM is finished?
Tell us what you need for your sales. We will get in touch, show you the current state and add your requests to development.
0173 644 22 17