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Ügyfélportál Vásárlás Kérjen demót

CRM and sales pipeline

Customer 360° and contacts

The complete customer picture on one record: contacts and organisational hierarchy, contracts, invoices, tickets and documents.

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Customer 360° and contacts — Live in production · Add the customer · Identification · Connections · Self-service · Logged, auditable steps · every action is retrievable

What does it solve?

BEFORE

  • Customer data lives in five systems.
  • Nobody knows who the decision-maker is.
  • Service cannot see sales.

AFTER

  • One customer record — every area sees the same.
  • Contacts and organisational hierarchy.
  • Quote, contract, ticket and invoice on one timeline.

How does it work?

  1. Add the customer

    Company details, contacts, hierarchy.

  2. Identification

    KYC and scoring as needed.

  3. Connections

    Contracts, cases and invoices automatically.

  4. Self-service

    Customer portal access.

Capabilities

  • 360° karton

    All data in one place.

  • Organisational hierarchy

    Parent company and subsidiaries.

  • KYC and scoring

    Risk rating.

  • Customer portal

    A self-service interface.

Related features

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Kérjen demót