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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.