CRM
Information about companies, individuals, and their billing details.
By Rienk and 5 others6 authors17 articles
Basic process + CRM video explanation
General CRM SettingsDetermine which additional fields you want to record for your contacts
Determining and creating relation typesHow you manage relations for your suppliers, competitors, and other contacts.
Defining and creating industries
Defining and creating company sizesCustomize how you classify the company size of your relations.
Interests
Deviating salutation formPersonalize your communication with custom salutations in quotes and invoices
Create a new relationship and new contact personYou can easily create a new company or a new person within the CRM module of Simplicate.
Creating a new contactHow do you create a contact at an organization?
Setting up invoicing details per clientThe preferred settings for invoicing can be set per client on the relation within CRM.
Recording correspondence and documentsSave emails and use the tasks, documents and timeline tabs.
CRM Import: Most Common Error Messages
Customer GroupsGroup various companies together into customer groups in CRM.
Delivery to Private individuals
CRM: Deactivating Companies, Persons & Contact PersonsDetermine which relationships you want to deactivate in Simplicate.
Price agreements at client levelRecord Price agreements per client in CRM!
CRM: Company importYou can import companies (and persons) into Simplicate.