CRM

Module

CRM

Every customer, every contact, every contract — in one structured layout. Full context before every interaction.

Features

Customer Overview

Everything you need to know — before you pick up the phone. A single layout with all relevant customer data — contacts, installed machines, open tickets, service history and active contracts.

Contract Management

Never miss a renewal. Never work outside agreed terms. Store and track service contracts, warranty agreements and SLA terms per customer. Automatic alerts when contracts approach expiry.

Contact Management

Know who to call for what — every time. Track all customer contacts with roles, responsibilities and communication preferences. Technical contacts, invoice approvers and contract managers — all in one place.

Interaction History

Full context, always available. Every service visit, incident, quote and communication logged against the customer record. Any team member can pick up where the last one left off.

Newsletter Groups

Targeted communication without manual list management. Organize customers into groups for marketing communications. Send relevant updates to the right audience automatically.

Pricing Rules

Customer-specific pricing, applied automatically. Define individual rates, currency settings and special conditions per customer. Applied automatically on every quote and invoice — no manual lookup.

Customer Analytics

Know your most valuable and most demanding accounts. Analyze service costs, incident frequency and satisfaction scores per customer. Data-driven decisions on where to focus resources.

Guest User Access

Customer visibility at minimal license cost. Grant customers limited read-only access to their own data. Keep them informed without giving full system access.