Build customer loyalty and gain new prospects with a simplified and personnalized CRM application
Centralize all your documents (EDM)
Prepare your budgets and generate your quotes in just one click
Schedule & assign appointments, deadlines, reminders and other tasks
Chat in real time with the integrated messenger or notify by email and sms
Send and receive emails, assigned them to team members, answer with one click
Share content with your customers thanks to the secured dedicated extranet
Import & customize your own document templates to automatically generate your advice sheets, quotes, etc.
Automate your tasks and send emails upon validation of a status
Customize the structure and presentation of your records in a few seconds, without any knowledge of development
Track the profitability of the wallet;
Check your indicators, status, etc.
Automatically keep a record of all modifications. You know who modified which value (name, date, status, amount, etc.), at what time, for a perfect traceability
Choose the formula that suits you best