Customer and supplier management
In many (growing) companies, contact data are to a large extent fragmented and divided among employees, email contacts, excel files, accounting data, etc. Before starting project management software, you need to be able to provide a structured contact database. Collecting these data in one transparent database is often very difficult and almost always leads to updating the data.
The Dataline Project Managers are very experienced in this matter and will make sure that the import of your current data is carried out correctly. From the first day of implementation, QuoJob functions as a fully-fledged professional CRM system, doing much more than just registering the name, address and place of residence. QuoJob CRM registers information in such detail as you desire (addresses, personal details, contact persons, email addresses, etc.) but never slows down your future ambitions.
Advantages
- Conducting simple or combined searches via one or several fields
- Mailing by email and mail merge
- Managing alternative addresses and branches
- Managing correspondence and contact history
- Using different criteria and mailing codes
- Managing financial parameters and forecasts, etc.
- Managing passwords of customers and suppliers
- Linking documents such as PDF files, XLS etc.
- Tagging by means of attributes for intelligent searching
