Document management and registration

Optimise customer information management and ensure consistent communication with the CRM module's comprehensive document and record functions. Keep track of all important documents and contact moments.

Upload documents to customer

Easily upload documents such as communications, work instructions and price agreements directly to the customer. This ensures that all important information is available at customer level and can be easily retrieved.

Record contact moments

Record every action at customer level to maintain a complete overview of all contact moments and appointments. This helps you always stay up-to-date with the latest interactions and ensures consistent and personalised customer relationships.

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