CRM – Customer Relationship Management

    • Customer/partner master data - contacts - multiple addresses (shipping/billing)
    • Lead capture - qualification - sales channels
    • Sales pipeline - statuses
    • Activity log (call/e-mail/meeting) - reminders
    • Linking quotes and orders - full history in one place
    • Customer service inquiries - tickets - priority/deadline
    • Segmentation - tags - campaign lists (sales/marketing)
    • Permissions - team management - access levels