From CRM to Customer Project CASH
CRM out of the box functionalities:
- Customer & Lead & Activity/Tasks Management/Segmentation
- Contacts Management
- Opportunity Management incl stages, Document Management
- Sales/Purchase Contracts, Quotations, Orders
- Preliminary Project Calculation(s)
- Office-tools Integration
- Campaign Management, Newsletters
- Event Management
- Pre-sales effort recording and internal transfers to closed customer project/contract
- Forecast, Pipeline reportings
User interface via Webbrowser and/or Mobile App (SmartPhone/Tablet – Apple/Android)