Customer Relationship Management (CRM)

Built-in CRM System

CRM module allows you to store, organize, and maintain customer contact information, accounts, leads, sales opportunities, and so on.

Storing contact information

Contact information of clients and their employees can be stored in CRM system of the software. Users can add new types of contact information and create mandatory attributes.

Customer interaction history

All interaction events with clients can be managed in the software – phone calls, e-mails, meetings. You will always have up-to-date information.

Task assignment

Task assigning system will remind you about an important meeting or a payment due. It also allows you to assign tasks to yourself or to your colleagues.

E-mail client

Built-in e-mail client allows you to send e-mails directly from the system. It is very convenient when creating media plans, quotations, invoices and so on.

Sending the documents directly from the software

You don’t need to save the documents to your computer and then send them by e-mail via some mail software. You can do it directly from the software.