Clients

Data management of buyers, suppliers and potential customers

Clients module

Client Card

Client Card

Ability to enter all information about customers, i.e. buyers, suppliers, etc. Each client's card contains invoices that can be viewed or printed.

Import from Excel Import of client cards according to the .xlsx template
Import from bank statements Automatic creation of cards based on bank statements
Import from eshops Automatic creation of cards according to orders

CRM

Helps manage client information: calls made or emails sent and other additional information that can be used to track communication with an existing or pontential client. Ability to assign the necessary attributes and write reviews.

CRM

Filling From Public Sources

Import from public sources

When creating a new client, choose data filling from "From public sources", this way a customer card is automatically created. This feature saves time and helps avoid errors that might occur if data were entered manually.

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