Contacts, activities and documents

The Contact Management module integrates all functions for creating, managing, communicating with and qual­ifying contacts of any kind. It is connected to every module you can find in the CRM.

As the core of your sales activities, contact management lets you capture contacts, access the contact history, quickly generate personal documents, and qualify your important contacts regarding specific activity workflows for opportunities and quotes.

The activity module lets you maintain any type of standardized or individual activities and tasks, and creates individual activity lists. Activities can be handed to other staff members, or timed, forwarded and managed through messages. The module simplifies planning all activities and tasks that need to be done in the context of complicated sales cases and contact management, e.g. appointments, memos, phone calls, correspondence, customer visits.

You can manage personnel (staff) and non-personnel resources (rooms, vehicles, projectors, etc.) in a clearly presented team calendar, allowing you to plan resources and assign them to appointments.

Document management serves to organize any type of documents and files, as well as to coordinate the development, revision, monitoring and distribution of these documents throughout their life cycle. Documents can be collected and distributed in folders for sales purposes, and the validity of documents can be defined. The integration of MS Office modules provides you with the usual comfort and scope of services when working with documents.

From version 8.0, you can also manage and edit documents in MS 365 across all platforms.