CRM

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)