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)