The CRM system makes things easier, no matter the size of the business. The system can flexibly be scaled to meet the needs of the company and its employees.
With administrator settings, the unnecessary modules and functions can be deactivated and hidden, making the system simple and user-friendly for the employees. The access to different data or functions can also be determined separately for different needs. This way the customer data can be accessed and/or modified only by the authorized employees. When needed, the user permissions can always be modified and redesigned by the administrators.
Choose the needed modules like accounts, potentials and invitation events. You can always add more modules as you go.
User roles and profiles
Manage different type of user profiles and set up who can see or edit the information in CRM.
Admin user can add new fields or change the pick list values any time it is needed.
Fields can be automatically filled out with the right information to ease out CRM user's everyday tasks.
Define when certain fields needs to shown and filled out to keep your CRM neat and simple.
Quick action buttons
With the quick action buttons the work flow goes smoothly for example from contact request to invoice.
Other Features That Might Interest You
Customer Relationship Management
Tools for efficient and fun customer management. Imagine the new possibilities having all the data managed in one system.
Our security model focuses in all aspects of the field including physical, data transfer, application and backup security.
The CRM-service system is 100% compliant with the EU General Data Protection Regulation.