Planner

Planner description

File attachments

Attach documents to customers and share files from one central location. Create a library of intern documentation and templates, for enhancing the customer contact.

Sales

Sales description

Account Management

Centralized information about customers. Keep valuable data and access it fast and easy. The more you understand your customers, the better you manage your relationships with them and the more efficiently your staff work facing customers, the more competitive your business will be.

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