Cloud CRM

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per poter gestire i clienti, la fatturazione, i preventivi e la tua agenda direttamente dal tuo sito

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Full page layout

Agenda con drag & drop + clone & copy

Liste anagrafiche separate per categorie

Campi personalizzati su scheda anagrafica

File uploads su scheda anagrafica

Invio email con allegati direttamente dalle liste

Importazione clienti da altri plugin (es. woocommerce)

Fatturazione multipagina

 

 

 

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Gestione Agenda Appuntamenti e TODO

Liste “smart” di appuntamenti e TODO

Assegnazione a ruolo agente

Check dell’esito con annotazioni

Notifiche personalizzate

 

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Gestione Clienti

Completa gestione dei clienti dal Backoffice

 Importazione clienti da CSV

 Anagrafica completa

 Categorie personalizzate

 Ricerca istantanea

 Timeline delle annotazioni

Quick todo e appuntamenti

Lista riepilogo delle attività e dei documenti associati

 

 

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Richiedi Preventivo

Scegli l’opzione che preferisci, se solo Gestionale CRM e Fatturazione o in abbinamento con altri servizi.

Ti invieremo un preventivo entro 2 ore

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