Client management
Module
Client management
Manage your clients' data transparently! Keep a registry of your partners' sites and offices. Record contact persons together with their contact details.
Why is client management practical?
- Registry and management of companies and individuals
- Client categorization
- Recording contacts, addresses, sites, and bank account details
- Setting related discounts and price categories
- Managing all documents related to a client
- Client history view
- Client import
- Unlimited number of clients