Customizable CRM
Have all the information of your clients at hand in a CRM made to measure by your consultancy. You can enable your clients the option to view or update the information fields or import them directly from another system.
Have all the information of your clients at hand in a CRM made to measure by your consultancy. You can enable your clients the option to view or update the information fields or import them directly from another system.
Create shared fields with your clients with one click or import and export all the information in and from Excel
Information shared
Updated data
Without installations
Import & export
Identify which actions are recurring when requesting data from your customers, and create processes to save time. Thanks to the processes, you will be able to decide at any time which CRM information you want to share and which not, and always have your customer data up to date.
With the same functionalities as the CRM, all your clients will be able to create and configure their own ERP with updated information and data from all their staff.
The ERP of your clients is connected with your consultancy to give you access to the information and data of the employees automatically. With one click you will access the data you need to manage new hires, terminations, dismissals and other issues related to employees.