Probeer gratis 30 dagen!
Contact management. Updated.
When you decide to store files on the FileLinx intelligent FileServer, we advise to also set up the CRM app. To store files in a structured manner it’s necessary to associate them with a business relation or contact. Our CRM app lets you give your contacts the attention they deserve.
Our CRM app has the same goal for both commercial and non profit organizations: manage relations in a way that enhances customer satisfaction.
Often, many different software systems are used while these systems do not communicate properly with each other, and this gives a lack of overview. Our CRM app lets you automate actions in workflows, so that the system sends you a reminder when you need to take specific action.
Instead of standardized buttons and fields, our CRM app consists only of data that’s important to you. Don’t let your team click through screens that are irrelevant to them – they only need to enter data that’s strictly necessary to them.
Our intuitive CRM is immediately ready for use. There is no need for a training or consulting session. When a document is stored via our CRM app, the software starts a dialog with the user to make sure the correct information is entered to facilitate the process.
- Relation card
- Business contacts
- Contact moments
- Sales opportunities
- Product lines
- Email notifications
- Office templates
- Dashboard function
This business solution contains predefined functionalities. Do you need more flexibility? All our business solutions can be customised to your wishes.
CRM is created in the no-code FileLinx platform. Modifications and new processes can be added in no time.
Start small and grow with it
You can start structuring your relationships and data in CRM, but you can also add ready-made Business Solutions.
Think of fileserver, automatic invoice processing, purchase to pay, project management, customer portals etc.
We are happy to help you make the right choice.