Customers
Customer records with tax ID, address, sector and tags. The code is given automatically following your numbering. Inactive customers keep their history.
CRM, email and company tools, all on the same data and in the same window.
Customer records with tax ID, address, sector and tags. The code is given automatically following your numbering. Inactive customers keep their history.
Status, source, owner and last activity. Convert to customer in one click: contacts, opportunities, tasks and activities move with it.
Stage, amount, probability and expected close date. Win or lose with the reason. Configurable stages.
Kanban board with one column per stage and its total. Drag the cards to move them forward.
Support cases numbered per company, with category, priority, status, description and resolution.
Linked to a customer, lead, opportunity or ticket. The reminder arrives as a notice and by email, only once.
Contacts, opportunities, emails, tickets and activities of a customer on one screen, with the open pipeline.
New leads, open opportunities, weighted pipeline, open tickets and your overdue tasks.
Accounts of your own domain or hosting provider with IMAP or POP3 and a password. Automatic set-up for many providers; advanced settings for the rest.
info@ or sales@ for the whole team: choose who can read and who can send from each one.
Every email is linked to its customer, lead or contact. Create a lead, ticket or task from an email.
Templates with fields filled in for each recipient, and a default signature per account.
Move, mark as read, flag, link to a customer or create a ticket automatically when an email arrives.
A notice when a customer's email has been waiting too many days for a reply.
Administrator, sales, support and read-only roles out of the box, and your own roles.
Each salesperson sees their customers. Assign, reassign or transfer a whole portfolio in seconds.
One database per company and the currency of each one (euro, pound, dollar…).
Export everything to Excel. Import customers, leads and contacts, seeing what happens with each row first.
Find everything about a person by email, export it for them or erase it.
Automatic and manual backups, and a single .zip to keep on an external drive or in your cloud.
SQLite on one computer; PostgreSQL to share the data across the office, with a guided wizard.
English, Spanish, German, French, Italian, Portuguese, Dutch, Polish, Catalan, Galician and Basque: each user chooses the language of the program.