CRM
Information about companies, individuals, and their billing details.
By Rienk and 5 others6 authors17 articles
- 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.