Clients

Simple, fast and automatic management and interaction with customers through a CRM platform.

• Fast clients registration
• Access to clients activity history.
• Authorization for the processing of personal data. (1)
• Interaction through the Customer Portal.
• Automatic client code option.
• Clients lists
• Overdue and unpaid legal notes expiration notices.
• Custom fields for client-related data. (1)
• Export of customer data for integration with contact list. (eg cell phone and email)
• Clients groups or other relationship between clients.

(1) Disponível no plano Premium