Office: 9:00am - 5:00pm (CET)

Client Management

Customer profile
Easily add and edit customer data.

Use Filter and Search functions to easily find the customer and access a quick preview of the current and archived customer data:

  •  contact persons  
  • tasks
  • sales  
  • events 
Contact persons and participants
Add contact persons – you can add an infinite number of Customer contact persons and define the preferred contact type (e.g., telephone, e-mail).

You can also assign a Customer Assistant to each Customer from the list of users. The Customer Assistant will have access only to the list of his/her own Customers.