CRM & Suppliers

Customers and suppliers in one place

Customers and suppliers in one place. The CRM home sums up today’s work, and suppliers share one register with the accounting payables.

What it does

  • CRM home: today’s summary, to-dos and saved views
  • One customer page: overview, projects and finance
  • Suppliers and payables share the same record
  • Venues, new-customer analysis and sales leaderboard

Frequently asked questions

What does the CRM home show?
Today’s summary, to-dos and saved views of customers and suppliers, opening onto one customer page with the overview, projects and finance.
Are CRM suppliers the same as accounting payables?
Yes. Suppliers and payables share one register, so a change on one side is the same on the other.

Interested, or want a demonstration?

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