We offer a contact management module designed to support all business activities - purchasing, projects, professional cooperation. For smaller and medium-sized companies, it can serve for complete business support.
Contact management provides you with:
- Fully-fledged contact records that comply with GDPR
- Secure internal sharing of contacts in project teams and in day-to-day work
- Connecting contacts to all other data - communications, meetings, products, borrowing, etc.
- Business data linked to information from quality management on service quality and delivery
Contacts wherever needed
Use your business contacts wherever you need them - on your phone, computer or email. You can use your contacts via the standard interface, e.g. in MS Outlook, Thunderbird or on your iPhone.
Share contacts with your colleagues
Almost everyone in the company can create a contact list. However, it is crucial for the company that on the one hand people share contacts and on the other hand that people only have access to the contacts they should have access to. Shared and managed address books allow you to collaborate efficiently while protecting information.
Sharing contacts is a key tool for protecting company know-how as well as protecting against dependency on particular people. For example, if a member of staff falls ill, it cannot happen that no one else can take over his or her tasks, because they would not be able to keep track of who is dealing with what outside the company.
Employees should never have work contacts only on their mobile phones or their own email client. It's easy to lose valuable information when a device is lost or an employee leaves. Losing access to data can even put a company at existential risk.
Record of everything important
Keep a record with your contacts of everything that is important. Not just emails, but also information about which meetings people have been to, what you discussed with them.
- Records of the quality assessment of your suppliers' products
- Information on the payment record of your customers
- GDPR consents of your clients
Managing consents and processing requests from the web
The GDPR requires you to keep a record of consent, along with information about when and how you received it. This information is automatically stored in the CRM, e.g. from a web form. The system will ensure that you have all data and processing compliant with GDPR.
Link the internal records directly to the web forms for consent, refusal or enquiry. You will save a lot of time matching information and easily automatically comply with GDPR requirements.
