Customers & follow-up
One customer card with the full history — activities, quotes, email and calls in one place.
Customer cards with full history, follow-up tasks, quotes with an acceptance link, hit rate and connections to Outlook and telephony.
One card per customer — activity, history, quotes, calls and health score.
Collects everything about the customer in one place: activities from leads, analyses, campaigns, email, telephony and quotes — with outcome and history. Kundekortet samler leads, aktivitet og innsikt på ett sted.
Tasks and reminders linked to customers, quotes and campaigns.
Tasks and reminders linked to customers, quotes and campaigns. Kundekortet samler leads, aktivitet og innsikt på ett sted.
Win rate on quotes and sales — per customer, product and period.
Win rate on quotes and sales — per customer, product and period. Tilbudsmaler, pris & marginer og utsending via Outlook.
Send and follow up quotes straight from the customer card — with an acceptance link.
Mirror email and calendar onto the customer card.
Mirror email and calendar onto the customer card. E-post, kalender, audit-logg og varsler speilet i systemet.
Import customers and price files from CSV or Excel with column matching.
Upload customer lists and price lists. Cost price from the price file gives correct margins in quotes from day one. Kundekortet samler leads, aktivitet og innsikt på ett sted.
Call from the customer card and get the call log registered automatically.
Call from the customer card and get the call log registered automatically. Klikk for å ringe via Twilio, Teams eller Telavox.
Control which departments share customers and customer cards.
Control which departments share customers and customer cards. Kundekortet samler leads, aktivitet og innsikt på ett sted.