Customer management online: all customers in one place
Addresses, contacts, account numbers, plus all the client's offers, work orders and accounts. If he calls you, you'll see on a screen all the work you've done for him and what you've already invoiced to him.
- 14-day free trial
- Uninstalled, of browser
- Client Registry already in the smallest package
- Client account for your partners
- 12,000+ users
I have the client's details. in five places.
E-mails, your phone, separate spreadsheets, and time goes by you pick them up.
“Who were we talking to at their house?
The contact's name is in an old e-mail, and his phone number is on one of the colleagues' phones.
This helps the Innonest
You can hire multiple contacts for a client, so the important numbers aren't in one person's phone, they're in where everyone sees them.
“Which address are we shipping to?
The billing address and the site are not the same, but it's often only revealed when the driver is in the wrong place.
This helps the Innonest
For a client, you can record several addresses and set out which ones to put on the documents.
“How much did we give him last time?
He got a discount, but no one remembers how much, either you give it too cheap or the client says it was less last time.
This helps the Innonest
In the new version, you can look at the price that the customer received earlier on the same product or service when writing a bid.
“Where are the papers that belong to him?
The offer is in one folder, the work order is in another, the account is in a third program. You search three places in front of a phone.
This helps the Innonest
You open the client, and you see on a screen all of his offers, workouts, accounts, duties, error marks, publishing and revenue.
A man with a lot of returnees has a client
For companies where the same clients come back over and over again, and several colleagues work with them.
What's new with clients is in new Innonest
Everything we show you here in the new Innonest is already working.
- Tenders, work orders and invoices
- Tasks and marks
- Expenditure and revenue
- Every ear you see how many items are underneath
When the client calls, you see everything on a screen.
You open the client, and you see in one place all the offers, work orders, bills, tasks, error marks, expenses and revenue. A number on each ear shows how many items are under it, so you know where to look before clicking.
It works the same way with vehicles, tools and projects.
Your core clients can order in their client account
You invite the client to the customer account. After registration, he can watch your products as a web shop and see the prices set for him. He puts what he wants in the basket, picks the delivery address and delivers the order. The order comes to you as an order form, no e-mail is required.
You can set out which category and condition to place the order form and which warehouse to exit from.
It's available in the Max package.See how much he bought it last time?
While writing a bid, you can see the price the client received earlier for the same product or service. You don't have to look up old bills.
What's the revenue?
You can see monthly traffic, client rankings, most sold products and services, working hours and commissions for an elected period.
New client during a document
If you write an offer or a work order for a new client, you can hire the client, his establishment and his contact.
Foreign client in his own language
Your foreign partner will receive the bill or delivery note in his own language. The program can be used in nine languages: Hungarian, English, German, Slovak, Romanian, Serbian, Italian, Czech and Polish.
You set up the client list as comfortable as you can.
You can set up how clients are lined up, which columns to show up and by the time the list is filtered. The program notes and you don't overwrite your colleagues' setting.
You can bring your existing clients over.
You can bring customers from Excel or CSV with a common importer, including addresses and contacts.
What do you know? exactly Innonest customer management?
We don't make promises, we list what's in the program right now.
There's more than one way to wear it.
You can type it by hand, record it while writing a document, import more at the same time or take them from Billing.
More addresses for one client
The billing address, the site and the delivery address can be handled separately and you can set out which one to put on the documents.
Contacters
You can hire multiple contacts for a client, so the important numbers aren't on a colleague's phone.
Bank account numbers
You can also write down the client's account numbers and modify them at any time.
Own categories of counterparties
You can assign your clients to categories that are convenient for you. You can rename or delete them later.
Client account for your partners
The client can see the documents he has issued, sign them or refuse them and send a mistake mark.
Export
You can export the client list at any time, so your data doesn't get stuck in the program.
Client Story
You can look back on what happened to the client when they put it in and what changed.
All documents with the client
Tenders, orders, receipts, work orders, delivery notes, performance certificates, projects, tasks and error marks, both on the client's profile.
That's how everything goes in one place
You pick up the client once, and then all the work you do for him goes with it.
You pick up the client
Write it in manually, record it while writing a document, import it from Excel or CSV, or take it from Billing.
You add to his data.
You write down his addresses, contacts and bank account numbers, classify him as a category, and you can add a file or comment.
You're working with him.
Tenders, work orders, delivery letters, projects and error marks are all linked to this client without any connection.
You look back
On the client's profile, you see on a screen all of his documents, duties, release and revenue, and what changed with him.
The customer register is already in in the smallest package It's in
The Go package includes both the customer register and the client account. Customer account order (web shop) is part of the Max package. We give you 2 months on annual salary.
Go
Per year HUF 39,900 + VAT (2 months free)
- Quote
- Work order
- Incoming documents
- Customer database
- Service catalogue
- Calendar
- Customer account
- Tradesperson directory
Pro
Per year HUF 99,900 + VAT (2 months free)
- Invoicing
- Finance and expenses
- Product catalogue and inventory management
- Purchase order
- Task management
- Templates
Max
Per year HUF 299,900 + VAT (2 months free)
- All modules included at no extra charge
- Phone support
- Custom document types
- Webshop in the customer account
- Order forms and delivery notes
- Project management and support tickets
- Production and disassembly
Whichever plan you choose, you can use all Max modules for 14 days. Then continue on your chosen plan. You can add extra modules to Go and Pro.
This is what the users wrote about us
"The administration becomes very transparent to me thanks to the software. I can easily follow the path of my documents. In terms of price / value, I think it is worth it!"
"They offer very useful software to small and medium-sized companies."
"So far, the best Hungarian administration program I've ever tried.
Do you know by heart how many bills you've billed to your biggest client this year?
You can use it in person for 14 days with your own clients.
Customer management: what they ask
How long can I try it for free?
14 days, no obligation, and you can try every module in the process. In the end, you decide whether to subscribe.
What package does customer management have in it?
The account holder and the account account are in all three packages, even in Go. Customer account order (web shop) is part of the Max package.
How do I bring over my existing clients?
From Excel or CSV, along with a common importer, addresses and contacts. You can take your clients from Billing. Hu, but you can hire them manually or while writing a document.
Can I hire several addresses and contact points for a client?
Yeah, you can also set up an address for the documents.
Can I write down the client's bank account number?
Yeah, you can write down his bank account numbers and change it at any time.
Can I group the clients?
Yeah, you can create your own categories, and you can rename or delete them later.
I see in one place what belongs to a client?
Yes, in the new version, when you open a client, you see on a screen all of his offers, workouts, accounts, tasks, error marks, output and revenue.
I can see the price I gave him last time.
Yes. In the new version you can look at the price that the client has received earlier on the same product or service.
Can the client see his own documents?
Yeah, if you open a client account for him, he can see the documents he's issued to him, sign them or refuse them, and send him an error mark, so you decide what he sees.
Can the client order in his account?
Yes, in the Max package, you invite her and she can order at the prices set for her, like a webshop, and the order comes to you as an order form.
I can see which client has the revenue?
Yes. You can see monthly traffic, client rankings and the most sold products and services for an elected period, and you can also export them.
Can I export the client list?
Yeah, anytime.
Further questions and step by step instructions: Science store: Clients