360° Customer View
Detailed Customer and Opportunity View
Within the detailed customer and opportunity view, you can see all related activities (e-mails, appointments, tasks, calls, customer feedback for surveys, etc.) in a timeline that can easily be filtered for your specific needs.
Compact View
At a glance:
- Customer Informations
- Project Informations
- Compact view of all activities
360° View
At a glance:
- Customer Informations
- Project Informations
- Volume split by dates and/or product categories, consultants (sales team) or other freely definable categories (paid, open, not charged, subject to complaints etc.) - ideal matching with ERP systems possible
- Detailed view of all activities: tasks, appointments, calls, e-mails, customer feedback surveys, phase changes, etc. with all detailed information in the
- Scrollable Timeline.