The CRM module allows you to manage your customers, contacts, and suppliers.
It is also fully integrated in all WAVEDESK modules.
Efficiently manage your customers & contacts
Simple registration of customers and contacts based on the clear sheets.
Integration with the crossroads bank for validation of VAT numbers and automatic data retrieval.
Module specific extensions
The CRM module will automatically adapt to the modules that are activated within your account.
Additional functionalities become available by means of tabs, including integration of electronic identity card, portal for your customers, ...
Extensive agenda with integration within all modules
Book appointments and share your calendar with colleagues.
Use templates to make specific times available for internal colleagues or even external employees via the portal too book appointments.
Receive and send mails directly from the platform.
E-mails sent can be saved so that you do not have to search different places for the necessary information.
You have an inbox that does an automatic matching to your customers and contacts so that you can quickly consult these messages centrally.
Tasks and phones
Via the journal that is available at all levels in all modules within the platform, you can schedule tasks and telephone calls anywhere.
All your documents centrally
One location for all your documents, no more shared drives, everything just at hand.
You also have the option to make documents available on your customer portal or for the intermediaries you work with.
Access can be determined at document level or at folder level.
The CRM module of the WAVEDESK platform is interwoven in the various additional modules. The module is always included in the subscriptions to the optional modules and therefore does not require a separate subscription.