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 : Name
ID : a1a41070-8de4-416d-ba50-1d258279d671
Type : text
Required : False
HideinMobile : False
Note – ( textarea )

Note – ( textarea )

Name : Note
ID : 48683f83-7000-40c8-9957-31f3ce81ab8e
Type : textarea
Required : False
HideinMobile : False
Adress – ( textarea )

Adress – ( textarea )

Name : Adress
ID : 748afceb-3cd4-4e42-b198-65b33f0ff43a
Type : textarea
Required : False
HideinMobile : False
Telephone – ( tel )

Telephone – ( tel )

Name : Telephone
ID : c210f254-a7cb-4ad7-a859-5a0c92892bdb
Type : tel
Required : False
HideinMobile : False
E-Mail – ( email )

E-Mail – ( email )

Name : E-Mail
ID : cab33852-f630-41b6-b61e-c956ddd52615
Type : email
Required : False
HideinMobile : False
Authorized Person – ( text )

Authorized Person – ( text )

Name : Authorized Person
ID : b6abecf0-2a77-4317-be14-5de44767f576
Type : text
Required : False
HideinMobile : False
Access Channel – ( radio )

Access Channel – ( radio )

Name : Access Channel
ID : 4373f21b-4eab-4483-8b04-ebeae9c753a5
Type : radio
Required : False
HideinMobile : False

Visit

Record your visits and enrich them with photos.

Customer Name – ( dynamic_select )

Customer Name – ( dynamic_select )

Name : Customer Name
ID : 12fea437-1bc9-77f9-3a2b-396bb25d2a57
Type : dynamic_select
Required : False
HideinMobile : False
Interview Notes – ( textarea )

Interview Notes – ( textarea )

Name : Interview Notes
ID : 9afb3e34-3a01-4d48-8a24-fbc25e8a2410
Type : textarea
Required : False
HideinMobile : False
Next Meeting Time – ( date )

Next Meeting Time – ( date )

Name : Next Meeting Time
ID : 3411b550-3707-f3e9-95ff-1ef6e0a252f5
Type : date
Required : False
HideinMobile : False
Visit Result – ( radio )

Visit Result – ( radio )

Name : Visit Result
ID : d78368c9-ba0f-46f4-9ae4-6a8708426cf5
Type : radio
Required : False
HideinMobile : False
Sales – ( checkbox )

Sales – ( checkbox )

Name : Sales
ID : b24b2b09-d178-423a-ac72-c7a84abf08cf
Type : checkbox
Required : False
HideinMobile : False
Products – ( childlayer )

Products – ( childlayer )

Name : Products
ID : 1009ae02-5312-408e-b932-26aebff37e5a
Type : childlayer
Required : False
HideinMobile : 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 : Name
ID : 04fa0016-8271-4f92-af13-4c1cfbf57fe3
Type : text
Required : False
HideinMobile : False
Note – ( textarea )

Note – ( textarea )

Name : Note
ID : ea71df64-e997-46b2-9762-5d3c4637401f
Type : textarea
Required : False
HideinMobile : False
Adress – ( textarea )

Adress – ( textarea )

Name : Adress
ID : 748afceb-3cd4-4e42-b198-65b33f0ff43a
Type : textarea
Required : False
HideinMobile : False
Telephone – ( tel )

Telephone – ( tel )

Name : Telephone
ID : c210f254-a7cb-4ad7-a859-5a0c92892bdb
Type : tel
Required : False
HideinMobile : False
E-Mail – ( email )

E-Mail – ( email )

Name : E-Mail
ID : cab33852-f630-41b6-b61e-c956ddd52615
Type : email
Required : False
HideinMobile : False
Authorized Person – ( text )

Authorized Person – ( text )

Name : Authorized Person
ID : b6abecf0-2a77-4317-be14-5de44767f576
Type : text
Required : False
HideinMobile : False
Access Channel – ( radio )

Access Channel – ( radio )

Name : Access Channel
ID : 4373f21b-4eab-4483-8b04-ebeae9c753a5
Type : radio
Required : False
HideinMobile : False

Products

You can add your products. It is used as a sub-form of the visit form.

Name – ( text )

Name – ( text )

Name : Name
ID : 04fa0016-8271-4f92-af13-4c1cfbf57fe3
Type : text
Required : False
HideinMobile : False
Note – ( textarea )

Note – ( textarea )

Name : Note
ID : 48683f83-7000-40c8-9957-31f3ce81ab8e
Type : textarea
Required : False
HideinMobile : False
Price – ( number )

Price – ( number )

Name : Price
ID : 2666c7c0-d6b7-4753-9a6a-646d3276d88b
Type : number
Required : False
HideinMobile : False