Customer Relationship Management

The CRM-service system gathers together information about the accounts and contacts, plus all the data related to the customer on e.g.

  • Quotes
  • Sales orders
  • Invoices
  • HelpDesk tickets
  • Event registrations
  • and so on…

When all the information about the customer and customership can be reached in one place at any time, the data can easily be used for better customer service and sales, as well as for reporting and business strategic purposes.

The system has versatile and efficient tools for all-around customer relationship management.

Tools for Effortless CRM

Automations and Workflows

Not all the actions need to be done manually – use workflows and other automated actions to have the system e.g. send email or update customer information for you.

Tool for Internal Communication

Make the internal communication more effortless and keep the discussion where the information is. The CRM has its own Discussion element with which you can easily leave comments concerning just the right customer, order, etc.

CRM Home Page

Your own CRM home page will keep you up to date. Add a calendar to remind you of your meetings and events and build reports and charts about the most important things to you.

Other Features That Might Interest You

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Scalability

CRM-service can be used from enterprise level companies to small businesses. You can manage millions of data records with a lightning-fast performance.

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Security

Our security model focuses in all aspects of the field including physical, data transfer, application and backup security.

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GDPR Compliance

The CRM-service system is 100% compliant with the EU General Data Protection Regulation.