CRM features

You find many CRM features in the individual modules which can easily be connected to the daily work with customers, leads orders and planning

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Your benefits

Easy connection to daily work flows

Add comments and tags to customers and leads which both you and your colleagues can see when you place orders

Link tasks to customers and leads, create recurring tasks and mark when you have followed up.

Extract tasks and orders automatically from tracezilla and insert it as a calendar in your mail program

You find many CRM features across the individual modules in tracezilla.

In the base module, you can attach tags and comments to customers and leads. You can create sales quotes and convert them to orders.

With the module Tasks & Controls you can link tasks to customers/leads and orders or create recurring tasks.

With Power Pack you can extract tasks and orders from tracezilla and insert them as a calendar in your email program.

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