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CRM
Companies, deals, quotes and campaigns
Companies and contacts, a deal pipeline with exit criteria, quotes and documents with numbering and signatures, mail linked to companies, mass email and drip campaigns, social media, leads from the web, a knowledge base and an AI assistant.
Add to my system14 parts
What the module contains
Each part can be switched on separately inside the system. Switching a part on adjusts the price of that user.
- 01Companies & contacts
- 02Deals & pipeline
- 03Quotes
- 04Documents & contracts (templates, numbering, signature)
- 05Activities & calendar
- 06Tasks & sprints
- 07Mail (IMAP/SMTP) linked to companies
- 08Mass email & drip campaigns
- 09Social media (Facebook, Instagram)
- 10Leads from web & ads
- 11Call queue
- 12Knowledge base
- 13AI assistant & company research
- 14Company import from registries
Parts are derived from systems that have been running in real operations for years.