Every company with all the people you know there.
In the CRM you create companies with any number of contacts, sort them into your own categories and find them with full-text search. You bring over your existing customers in one go.
In active developmentThe CRM is still growing. Companies and contacts are ready and in use.
What is attached to a contact
The difference is not the contact list itself, but what is attached to it.
- Categories as a treeYour own categories in a tree structure, organised the way your business works.
- Full-text searchYou find companies and contacts through search instead of long lists.
- History and tasksCalls, meetings, notes and tasks sit right with the contact.
- Documents with the contactDraft quote, meeting note and draft contract are stored with the contact, not in a folder on some computer.
- Contacts on your phoneVia CardDAV, the contacts appear in the address book on your phone, tablet and computer. Callers show up by name. More under Calendar & contacts.
Related
Want to know when the CRM is ready?
Tell us what your sales team needs. We will get in touch, show you the current state and add your wishes to development.
0173 644 22 17