Contact management
Organise customers and contact people.
HomeCRM and sales
CRM and sales
Customer relationships that support everyday work.
Bring contacts, opportunities and documents together, from the first enquiry to an ongoing order. Keep the next step clear for everyone involved.
Lead overview
240Total leads
- New leads
- 7230%
- Contacted
- 5623.3%
- Qualified
- 4418.3%
- Converted
- 6828.3%
Converted leads
68 / 24028.3% ConvertedDetails
Active customers
1'284 / 1'48086.8% ActiveDetails
More clarity in everyday work
Understand relationships
See customer information in context.
Clarify next steps
Follow enquiries and responsibilities.
Connect documents
Keep commercial processes easy to follow.
A connected sequence of steps
Create the contact
Collect relevant customer information.
Clarify the need
Record the enquiry and next steps.
Prepare a quote
Present the proposed services clearly.
Follow the order
Connect agreed services and documents.
What you can organise
Leads and opportunities
Place enquiries in the sales process.
Quotes and orders
Create and track commercial documents.
Contracts and subscriptions
Organise recurring customer relationships.
Plans and requirements
Available capabilities depend on your plan, enabled extensions and user permissions. Compare the existing services on the pricing page or discuss your requirements with us.
Your questions, answered
Can I continue from a sale to an invoice?
Finance capabilities complement the sales process. Available transitions depend on the enabled functionality.
How do I choose the right scope?
Compare the current plans and requirements. We can help identify the capabilities that fit the way you work.