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IntegrationsCRM
The module lets you manage and analyse relationships with customers and suppliers, and your sales and purchasing processes.
The module in detail
What the CRM module does
The CRM manages and analyses relationships with customers and suppliers and the data from sales and purchasing processes, linked to the Supplier Portal and Microsoft 365 calendars.
- Single archive of contacts, addresses and contact details
- Customers grouped by category: leads, active, prospects
- Opportunities and pipeline to follow every deal
- Automated follow-ups, reminders and quotes
- Emails, documents and notes stored
- Integration with VoIP phone systems and Microsoft 365 calendars
What you get
Why choose the CRM module
A single database
Contacts, segmentation and a history of emails, documents and notes.
Deals under control
Opportunities and pipeline, so you know where every deal stands.
Fewer manual tasks
Reminders, follow-ups and quotes, linked to Microsoft 365 calendars.
Want to know more? Contact us!
We’ll show you the CRM module on your own processes, with your sample data.