In this module, you can organize and follow up on sales leads and different kinds of agreements/contracts.
- Register prospekt with salesperson, products, amount, etc.
- Create sales prospect directly from email
- All documents and emails can be stored on the sales prospect
- Dates for follow-up with notification in calendar/mobile
- Sales history
- A prospect can be turned into contract - all history are maintained in the contract
- Service- and support tasks can be created directly from email
- Service- and support tasks can be created in the Web module from the customer directly into the CRM module
- Assign tasks to the worker, responsible, date/time limits, alerts and company defined fields that describes and categorizes the task
- All e-mail correspondence, documents, history, and hours are connected to the task
- Free structured information about contracts
- Several types of agreements, purchases, rentals, licences etc.
- Can be associated with suppliers and/or customers
- Create or scan documents related to the agreement
- Follow-up appointment booked on the calendar with the possibility of notification on your mobile/calendar