Contact management (CRM)
Any field available in the database can be searched for when selecting customer data records. Data entry is dialog-driven and is supported by integrated databases for postcodes/cities, bank codes/banks and first names for salutations and letter salutations as well as by the automatic conversion of conventional bank details with sort code/account number to BIC/IBAN.
Contact management contains an integrated statistics module for each customer, which clearly displays sales, offers and promotions by year, month or week in tabular form and as a configurable graphical diagram.
The highlights in contact management
Integrated CRM with address management
gFM-Business Professional contains a CRM module with management of addresses, contact persons, action history and resubmissions. With the integrated time recording function, you can manage the services you provide and automatically bill your customers at the click of a mouse. Find all the data stored for your customers in seconds.
Contacts, action chronicle and resubmissions
Optimize your sales, manage any number of contact persons and create a chronology of actions and keep track of all previous activities even after a long period of time. With the integrated reminders, you will no longer miss any important events and can always react promptly.
Time recording and billing of services
Easily manage the services you provide for your customers with the integrated time recording function. Assign your services to projects as required. Create an invoice with a service log of all services rendered for billing your customers at any interval at the click of a mouse.
Route planning in CRM
Save any number of routes for each customer so that you can call them up at the click of a mouse using the Google Maps route planner. Buy a flight or train ticket directly from gFM-Business. Create a new route simply by selecting an existing address.
