Manage your customers, suppliers and contacts easily and hassle-free.
Relationship Management
- Manage all your customers, suppliers and contacts from one centralized system, providing visibility and efficiency.
- Easily keep track of all interactions, including communication history and notes, so you are always up-to-date.
- Facilitate better collaboration within your team through shared access to customer, suppliers- and contact information.
Add and synchronize
- Add customers and suppliers automatically via data from CBE or VIES, allowing you to avoid errors.
- Thanks to a handy search function, available in several screens, you can quickly find a relationship.
- Automatically sync your relationships with Office 365 for seamless integration and up-to-date contact information.
Interactions
- Get a complete overview of all customer interactions, quotes and projects in one place.
- Easily create new interactions linked to specific customers, bids and projects for accurate recording.
- Voeg een opvolgdatum toe aan elke interactie, zodat je in één overzicht ziet welke dossiers nog opvolging nodig hebben.
Document Management
- Keep all important documents in one central location for easy management and access from anywhere.
- Whether it is incoming and outgoing emails, approved offers, contracts, ..., everything can be found quickly.
- Automatically create folders in SharePoint based on the document category, providing a structured and logical organization of your documents.
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