Unlock specific advantages designed for your industry needs.
A centralized dashboard for every relation. Instantly view all associated phone numbers, emails, invoices, offers, and active orders segmented per entity.
Create unlimited parent-child depth for complex organizations (e.g., HQ -> Region -> Branch). Smart invoicing supports billing to the immediate parent entity.
Link multiple contact persons to a single company, storing specific roles, direct contact details, and personal notes.
Give clients instant access to their financial history, allowing them to download invoices and check outstanding balances. Note: Direct payment processing is not included.
A digital storefront where authorized clients can browse the catalog and place orders. pricing and discounts are automatically adapted to their specific customer agreement.
A cohesive ecosystem of modules designed to work seamlessly together.
The central heart of your business operations. CRM Core provides a true 360-degree view of your business relationships, consolidating every order, invoice, task, and communication into a single timeline for companies and persons.
A fully white-labeled self-service hub that varies by brand colors and logo. Allow customers to manage their own invoice history, create support tickets, and place B2B orders with personalized pricing.
Manage potential leads and opportunities in a dedicated environment before they become official customers. Track the entire sales lifecycle from first contact to qualification, ensuring a clean separation between your sales pipeline and your financial accounting database.
Segment your database into highly focused lists for marketing outreach and sales campaigns. Group customers or prospects all at once based on custom criteria and maintain campaign notes directly on the group to track your communication progress.
Build stronger relationships and drive sales with a unified CRM.