Customer Management

Manage your customers, keep up to date with all of the activities your team performs, deliver “stellar” customer service,
and even offer customers a self-service portal!



Manage your customers

Follow up on sales and aftersales activities. Tasks, meetings, notes, oportunities, orders, calls … all of them located in one place, giving you a useful overview of your potential & existing customers.


Check all interactions with the activity stream.

All contact interactions are recorded and saved in the activity stream. This gives a quick overview of who the contact was and what was discussed. It also records the past interactions with every contact.



Stellar customer support

Delight your customers with streamlined customer support that allows you to collaborate with other support team members in order to give the best solution, and deliver it quickly. Clients can be given access the self-service user portal, where they can check the status of their requests.

How to provide effective customer support
Self – service

‘Self-service’ user portal

Your customers can check the status of open and closed tickets, participate in the process and submit a new request, all in one place. The portal includes a feature for making announcements and displays all open invoices.

How to provide effective customer support
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