Do you need to enter information about customer opportunities into the system, edit and share it? Are you looking for a simple Customer Relationship Management tool for your employees? Would you like to keep track of their activities?
Do you need to know about all meetings including what was discussed, and thus having greater control over customer relationships?
Using our simple tool, you will be able to keep a record of businesses, contacts, opportunities and activities related to your customers. You will also be able to manage tasks, contracts and many others.
What does it allow you to do?
- Create alerts to important dates, deadlines, dates of expiry, etc.
- Have an overview of your clients and their requirements
- Record and quickly track customer activity
- Delegate and distribute the work between you and your colleagues
- Edit the data attached to your contracts or customers
- Add an unlimited number of attachments in any file format
- Record and add contractors
- Generate reports of contracts and contractors
- Import the information about businesses directly from the ARES public register
What do you get?
- An overview of all your customers, contacts and contracts
- Cloud application instantly ready to use in your browser, requires zero installation
- Possibility to expand with other solutions by OneSoft Connect
What is ready for you?
- Overview of customer activities, full history
- Overview of basic customer data
- Overview of contracts with a particular customer
What is OneSoft?
OneSoft is a web application which means that it runs in your browser with no need to install anything. Your data will be secure, backed up and you will be able to manage who can access or edit the data within your organization. The app will also allow you to generate reports and overviews. See more features.
Our solution can be combined and expanded with other solutions by OneSoft Connect.