This group contains the modules for customer relations and daily work: tasks, customer relations, projects, calendar, notifications, correspondence, case management, email templates and rules, file management and electronic documents.
You probably have many questions about this topic. We have summarized and answered the most frequently asked ones below. If you still have open questions, feel free to contact us.
The customer relations function serves to track outgoing and incoming leads in the system. Later, based on these, we can even create remarketing lists or new cold-call lists.
The customer relation direction can be outgoing or incoming, indicating inquiries we"ve sent or inquiries received by us. It can be worthwhile to also track outgoing inquiries, for example toward suppliers or new partners.
Yes, you can specify the lead"s source, for which we"ve set up four default values (Email, phone, in person, letter), but this list can be extended in the system settings.
No, this document type is among those where it"s not mandatory to record a product or service. This is because in the initial state of leads, the partner may not yet be fully aware of exactly what they need.
Yes it"s possible, in fact we offer our customers an even better solution. Through the API connection, an inquiry can even be submitted instantly, minimizing waiting time and maximizing customer satisfaction.
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