Lead generator
Search for companies that fit your profile. The list is created in the system, not in an outside sheet.
The lead generator looks for companies that fit and checks their websites. A match becomes a customer in the CRM – quote and invoice then hang on the same file.
Search for companies that fit your profile. The list is created in the system, not in an outside sheet.
Sites that are found get checked automatically. You see faster who is a serious fit.
A matching lead becomes a customer. Contacts and history start where the invoice and the ticket will live.
Incoming requests stay visible in sales and can be tied to the right company.
Someone who joins a waitlist brings along which modules they care about. The follow-up can start there.
Master data, contacts and the full history – encrypted in one place.
A portal in your brand: invoices, news, FAQ, guides and status.
Quotes, invoices, contracts, reminders and the handover to your tax advisor.
Terms, renewal, cancellation and recurring invoices – separate from contracts.
Requests with ownership, SLA and the full customer history.
Find matching companies, check their websites, take them on as customers.
See outages and changes before the customer calls.
Newsletters and trigger-based email. No further marketing module.
Licenses, credentials and expiry dates in one place.
Wiki and process knowledge for the team – and articles for support.
Sell, take payment, write the invoice – and see the customer journey.