Structured and flexible customer management is essential for a successful business. Our CRM solution enables smart address management, an individually expandable database and powerful features for optimal customer communication – from personalised newsletters to automated mail merges.
Key features at a glance
- Address managementManage all customer data in one place, in a structured way.
- Individually expandable databaseYour own additional fields for specific requirements.
- Document repository per customerStore contracts, quotes and important documents centrally.
- Integrated newsletter toolDirect customer marketing without additional software.
- Telephone integrationDirect call management & call logging.
- Mail merge & survey designerEfficient customer communication and feedback collection.
- Export options with individual criteriaFlexible further processing of data.
They rely on Cortec ERP
FAQ – CRM / Contacts
Can I record several contact persons per customer?
Yes. Several contacts can be stored for each customer.
Can I store different email addresses for invoices and delivery notes?
Yes. Email addresses are defined by purpose, e.g. for invoices, delivery notes or general correspondence.
Can I add my own fields to an address?
Yes. The database can be extended individually; you create additional fields for company-specific information as required.
Do I need separate software for newsletters and mail merges?
No. A newsletter tool, mail merge and a survey designer are integrated into the CRM. There is also an API to Mailchimp.
Are phone calls with customers logged?
Yes. The telephony integration manages calls and logs conversations.
