This is how CRM helps you from morning till evening.
Contacts & companies
Deals pipeline
Activities
Invoice integration
what it can do
6
Contacts & companies
Complete customer records with history of every communication and interaction.
Deals pipeline
Visual pipeline of business cases — Lead, Qualified, Proposal, Won/Lost.
Activities
Record calls, emails, meetings and notes for every contact.
Invoice integration
CRM customers are automatically transferred to invoices — no double entry.
Filtering & search
Find any customer by name, company, ID or business case status.
CSV import
Move from Excel to CRM without manual entry — import in bulk.
Everything included
6
CRM included:
Contacts and companies with communication history
Deals in a visual pipeline
Activities: calls, emails, meetings, notes
Directory link with free registry lookup by company ID
Helpdesk and Tasks integration
Per-company permissions (multicompany)
who it's for
CRM module is for companies that want their customers organised — not in Excel and not in their heads. Missing a field or a pipeline step specific to your business? We'll build it to order.
