Customer profiles, contacts and billing or shipping addresses.
Features
Customer management and commercial follow-up
Bring customer records and follow-up tasks together and track commercial opportunities.
Current capabilities
Notes, calls, meetings and tasks with an assignee, due date and completion status.
Overdue and upcoming work and manual commercial opportunity stages.
Independent follow-up permissions and isolated organization data.
Scope of use
Stages are manual and independent of document statuses. Automated campaigns and message delivery are not enabled. ERP interface: Arabic, English and Portuguese.