More than a card index or an e-mail programme
CRM stands for “Customer Relationship Management”: cultivating good relationships with your customers. A natural occurence? It certainly is if you are using profacto instead of managing addresses in a card index or an e-mail programme.
Managing external documents
CRM is more than just managing your customers' addresses. The standard module Activities in profacto allocates faxes, letters, and e-mails, but also CAD drawings and other external documents to customers and projects. Appointments are directly connected to suppliers and customers. Together with tasks and telephone notes, this provides complete contact histories.
Transferring customer appointments
profacto is universal: Make direct customer appointments for your employees.
