Module for Sales Marketing Process Control Expansion

Management of

  • branches

  • companies

  • Customer employee (=contact person)

  • Invoice and delivery addresses

  • Contact history, chronologically according to the contact type, i.e. telephone, mail, contact form, fax ...

  • Creation of tasks and appointments for the office or field service including mail notifications and workflow

  • Overview of leads according to priorities and sales figures

  • Re-submission management with reminder e-mails

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