CRM

Forms and Panels for customer relations. #stock #sales #business #commerce #commerce #activity #money #finance #accounting #follow-up #offer #order #account
Companies
Save, track and analyze customer information with reports.
  • Name – ( text )
    Name – ( text )
    Name
    a1a41070-8de4-416d-ba50-1d258279d671
    text
    False
    False
  • Note – ( textarea )
    Note – ( textarea )
    Note
    48683f83-7000-40c8-9957-31f3ce81ab8e
    textarea
    False
    False
  • Adress – ( textarea )
    Adress – ( textarea )
    Adress
    748afceb-3cd4-4e42-b198-65b33f0ff43a
    textarea
    False
    False
  • Telephone – ( tel )
    Telephone – ( tel )
    Telephone
    c210f254-a7cb-4ad7-a859-5a0c92892bdb
    tel
    False
    False
  • E-Mail – ( email )
    E-Mail – ( email )
    E-Mail
    cab33852-f630-41b6-b61e-c956ddd52615
    email
    False
    False
  • Authorized Person – ( text )
    Authorized Person – ( text )
    Authorized Person
    b6abecf0-2a77-4317-be14-5de44767f576
    text
    False
    False
  • Access Channel – ( radio )
    Access Channel – ( radio )
    Access Channel
    4373f21b-4eab-4483-8b04-ebeae9c753a5
    radio
    False
    False
Visit
Record your visits and enrich them with photos.
  • Customer Name – ( dynamic_select )
    Customer Name – ( dynamic_select )
    Customer Name
    12fea437-1bc9-77f9-3a2b-396bb25d2a57
    dynamic_select
    False
    False
  • Interview Notes – ( textarea )
    Interview Notes – ( textarea )
    Interview Notes
    9afb3e34-3a01-4d48-8a24-fbc25e8a2410
    textarea
    False
    False
  • Next Meeting Time – ( date )
    Next Meeting Time – ( date )
    Next Meeting Time
    3411b550-3707-f3e9-95ff-1ef6e0a252f5
    date
    False
    False
  • Visit Result – ( radio )
    Visit Result – ( radio )
    Visit Result
    d78368c9-ba0f-46f4-9ae4-6a8708426cf5
    radio
    False
    False
  • Sales – ( checkbox )
    Sales – ( checkbox )
    Sales
    b24b2b09-d178-423a-ac72-c7a84abf08cf
    checkbox
    False
    False
  • Products – ( childlayer )
    Products – ( childlayer )
    Products
    1009ae02-5312-408e-b932-26aebff37e5a
    childlayer
    False
    False
Solution Partner
Save, track and analyze solution partners with reports.

#service #electricity #medical #cleaning #fmcg #tourism #insurance #textile #software #IT #BT #hardware #food #distributor #white goods #electronics

  • Name – ( text )
    Name – ( text )
    Name
    04fa0016-8271-4f92-af13-4c1cfbf57fe3
    text
    False
    False
  • Note – ( textarea )
    Note – ( textarea )
    Note
    ea71df64-e997-46b2-9762-5d3c4637401f
    textarea
    False
    False
  • Adress – ( textarea )
    Adress – ( textarea )
    Adress
    748afceb-3cd4-4e42-b198-65b33f0ff43a
    textarea
    False
    False
  • Telephone – ( tel )
    Telephone – ( tel )
    Telephone
    c210f254-a7cb-4ad7-a859-5a0c92892bdb
    tel
    False
    False
  • E-Mail – ( email )
    E-Mail – ( email )
    E-Mail
    cab33852-f630-41b6-b61e-c956ddd52615
    email
    False
    False
  • Authorized Person – ( text )
    Authorized Person – ( text )
    Authorized Person
    b6abecf0-2a77-4317-be14-5de44767f576
    text
    False
    False
  • Access Channel – ( radio )
    Access Channel – ( radio )
    Access Channel
    4373f21b-4eab-4483-8b04-ebeae9c753a5
    radio
    False
    False
Products
You can add your products. It is used as a sub-form of the visit form.
  • Name – ( text )
    Name – ( text )
    Name
    04fa0016-8271-4f92-af13-4c1cfbf57fe3
    text
    False
    False
  • Note – ( textarea )
    Note – ( textarea )
    Note
    48683f83-7000-40c8-9957-31f3ce81ab8e
    textarea
    False
    False
  • Price – ( number )
    Price – ( number )
    Price
    2666c7c0-d6b7-4753-9a6a-646d3276d88b
    number
    False
    False