Always well-informed about your customers

To keep you updated on each customer, the dossier provides a chronological summary of all past actions. This means that each member of your team can obtain a quick overview and can see who discussed what, with whom, and when.

• Correspondence, phone calls, offers, tasks, appointments, e-mails and opportunities – at a glance and directly accessible to everyone

Customer dossiers enable you to provide expert customer care anytime and anywhere.