One place where customer knowledge stays
Companies, contacts and the full history in one register. Create a company from its registry number, and the address, industry and master data are filled in before you have typed them.
Company registry lookup
Search by name or registry number. Address, industry code, founding date, production-unit number and status are pulled into the fields.
Contacts link themselves
If the company record carries an email domain, a new contact with an address on that domain is linked to it automatically.
Duplicates caught on creation
Registry number and email address are matched exactly, names by similarity. If two records were created anyway, they can be merged into one.
Figures that keep themselves current
Pipeline, average deal size and revenue this year and last sit on the company record and are recalculated when the underlying data changes.
The whole customer picture on one screen
A company record brings together master data, contacts, open opportunities, service cases, projects, documents and every logged activity. The most recent open follow-up sits on the record itself, so you can see what is pending without opening anything.
- Group structure with parent and subsidiary companies
- Customer type from prospect to customer, partner or supplier
- Customer number used as the prefix on case numbers
- Your own fields on the register without a developer
Find new customers in the registry
Search the registry by industry, region, size and company type, and create the results straight away as leads or customers. On a company you already have, Update from registry fetches the latest details.
Consent is on the record
Every company and contact carries its own permissions for email, phone, post and marketing. The marketing permission is deliberately three-state, so an empty field means "not asked" rather than "yes". A send only reaches those who have actively opted in.
- Change log on the fields you choose
- Unsubscribes are held on the address, so they apply across records
- Roles decide who sees which parts of the register
- All data on European servers
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