CRM
Comprehensive customer and visit records for your sales representatives.
Customers
Complete customer records with the ability to restrict visibility for sales representatives and other users. Each sales representative sees only their own customers.
- Customer records
- Visibility restrictions for sales reps
- Visibility restrictions for other users
- Detailed customer information
- Cooperation history
Visits
Visit and customer contact records with different contact types for accurate tracking of your sales team activities.
- Visit and contact records
- Personal visit
- Phone order
- Trade fair
- Other contact types