CRM & Sales
Manage contacts, leads, proposals, orders, delivery notes and service requests
Create a contact
Capture customers and contact persons
Groups & types
Structure contacts with groups and types
Leads & pipeline
Capture and win sales opportunities
Estimate
Build estimates and bill them
Proposals
Send proposals and have them accepted
Create an order
Create orders and process them
Delivery notes
Generate and print deliveries
Shop orders
Process orders from your sales channels
Service requests
Review and assign incoming requests
Service form
Fields and logic of the service registration
Order registration
Let customers register orders themselves
Order tracking
Let customers follow the status via a link
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