CRM

Customer directory

Every company and account in one list — search, create, open. The entry point to all sales work.

Customer record

One customer with everything attached: contacts, deals, contracts, activities, e-mails, attachments and history — in tabs instead of dialogs. The overview shows how to reach them and logs a call, note or follow-up right under “Record”.

Documents straight from the record

Under “More actions” you write the customer an e-mail or create a letter, an invoice or a quote — with the customer already filled in. Invoices and quotes require the Invoicing module.

Sales rates in the record

The “Sales rates” tab shows, per location of the customer, whether a sales rate applies today, followed by every rate with surcharges and validity. Where none applies, “Add sales rate” takes you there. With Workforce.

Customer payment methods

Once Stripe is connected, the customer record gains a “Payment methods” tab: store and remove the customer's card or SEPA mandate — for collecting open invoices later.

Cross-customer contact search

Search every contact person in your organisation regardless of which customer they belong to — when only the name is known. One main contact can be flagged per customer.

Group structures

Parent-subsidiary relationships as a tree, plus figures aggregated across the whole group: customers in the group, weighted pipeline value, open deals and active contracts.

Spot duplicates

A nightly scan proposes possible duplicates; you pick the right value per field and merge or dismiss. Contacts, deals and activities move along. Part of CRM Pro.

Deals with stages

Deals from first enquiry to close — with value, stage and win probability, from lead to won or lost. Part of CRM Pro.

Own deals and the pool

Sales reps see their own deals plus those not yet assigned to anyone. “Take over” claims a new enquiry, “Back to the pool” releases it; the team is notified of new enquiries. The “Sales” role template includes this.

Line items on a deal

What a deal is made of: one line per service with quantity, unit price and discount. The value follows from the net total; lines marked optional don't count. Part of CRM Pro.

Sales pipeline

A board where deals move to the next stage by mouse or keyboard — each column with count and total. The state of the quarter at a glance. Part of CRM Pro.

Record lost reasons

Your own list of reasons, one of which must be picked when a deal is lost — so every lost deal carries its reason. Retired reasons stay on older deals.

Contracts in one place

Subscriptions, maintenance, consulting and security services with term, value, billing cycle and status — filterable across customers, with notice period and automatic renewal.

Work through

Get deals or customers matching a filter presented one after another — call or write, log the outcome, a note or a follow-up in one click, on to the next. Made for call rounds and follow-ups.

Activity timeline

Notes, calls, meetings, emails and tasks across all customers in one place — sales history without digging through mailboxes.

Mentions and reminders

Type @ to bring a colleague into an activity — they are notified with the sentence that names them. Tasks with a due date and an assignee remind them on the morning of the day before.

My tasks

Every open task assigned to you across all customers, grouped by due date. On a phone the most urgent sits on top and “Done” is a single tap.

Call from the CRM

Next to every phone number — on contacts, in the customer record and while working through — “Call” starts the call right in the Hub. With the Telephony module; without it a click opens your phone.

E-mail from your Outlook mailbox

Write to customers straight from the CRM — sent from your own Microsoft 365 mailbox. Customer replies attach themselves to the same thread in the customer record.

Send later and undo

“Send later …” schedules an e-mail up to 30 days ahead; after sending, “Undo” pulls it back for up to 20 seconds, depending on your setting. You decide whether Outlook keeps a copy under “Sent Items”.

Templates, signatures, placeholders

Your own templates and signatures — pasted straight from Outlook if you like. Placeholders such as “Salutation with name” or the organisation logo are filled in on sending; a signature template can be made binding for everyone.

Shared mailboxes

Shared addresses such as sales@ with members and a sending mode of “Send as” or “Send on behalf”. “Check access” shows a traffic light per member telling you whether the Microsoft 365 permissions fit.

Custom fields per record type

Extra fields for customer, contact, contract, activity and deal — beyond the standard set, without development. Part of CRM Pro.

Shared views

Share saved list views organisation-wide — everyone sees the same selection instead of building their own filters. Part of CRM Pro.

Bulk operations with history

Bulk edits, tags, owner changes, archiving and deletion — traceably logged. Part of CRM Pro.

CRM overview

The sales start page: open deals, weighted pipeline value, open tasks — and a notice as soon as new deals without an owner are waiting, with “Work through” right next to it.

CRM in automations

A new or changed customer, a won deal or a new contract can start a workflow; in turn, workflows create customers, activities and contract drafts. With the Automations module.