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Relationship management (CRM en XRM)

Manage your contacts, follow up leads and opportunities and make accurate predictions

  • Organizations and contacts

  • Salutation to your liking

  • Postal, visit-, invoice, delivery addresses

  • Highly advanced search and filtering capabilities

  • Direct all customer information available

  • Price management

  • Mail, notifications and note log

  • Document management

  • GEO localisation


Clear status and clear lists of actions to be taken.

  • Lead registration direct from website

  • follow up to leads and prospects

  • Management of calendar and phone

  • Lead automation

  • Campaign management

  • Comprehensive management information

  • After sales management

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Quotation - and ordermanagement

Create and manage quickly and easily the most beautiful and best offers.

  • Email, print and online quotations

  • Versioning

  • Use of templates

  • Multiple levels

  • Products, services, optional items

  • Price management

  • Images and text for tenders

  • Quotations based on Bill or Material

Reports and dashboards

Advanced analytical reports and dashboards.

  • Reports according to your wishes

  • Personal dashboards

  • Very flexible

  • Direct export to excel

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