Customer records
Companies, contacts and customer numbers in one place. Several companies and brands stay separate, the file stays one.
Module · Customers & CRM
Every customer. One file. Always encrypted.
The CRM is the base of the ERP. Master data, contacts and every activity live in one place – and every sensitive field is stored encrypted.
Functions
What the CRM does day to day
Contacts
Several people per customer, with role and how to reach them. Support, invoices and the shop use the same contacts.
Activity history
Quotes, invoices, tickets, shop orders and notes show up in the timeline – without exporting between tools.
Encrypted fields
Sensitive customer data is encrypted field by field. Privacy is part of the record, not an add-on.
Brands & companies
One installation, several companies and brands. You switch context, the data stays cleanly separated.
Connected throughout
Accounting, customer center, tickets, leads, subscriptions and the shop read and write the same customer file.
Other modules
Customers & CRM
Master data, contacts and the full history – encrypted in one place.
Customer center
A portal in your brand: invoices, news, FAQ, guides and status.
Accounting
Quotes, invoices, contracts, reminders and the handover to your tax advisor.
Subscriptions
Terms, renewal, cancellation and recurring invoices – separate from contracts.
Tickets & support
Requests with ownership, SLA and the full customer history.
Leads & new customers
Find matching companies, check their websites, take them on as customers.
Website monitoring
See outages and changes before the customer calls.
Email & newsletter
Newsletters and trigger-based email. No further marketing module.
Licenses & access
Licenses, credentials and expiry dates in one place.
Knowledge base
Wiki and process knowledge for the team – and articles for support.
Online shop
Sell, take payment, write the invoice – and see the customer journey.