With WAVEDESK CRM you have all the information of customers and contacts in hand. Addresses, appointments, communication, tasks, calls, ... All centralised and available in all modules of the platform.
Manage your customers & contacts in an efficient way.
Module specific extensions.
But it doesn't stop there. The CRM module will automatically adapt itself according to the modules activated within your account.
By means of tabs additional functionalities become available including integration of an electronic identity card, a portal for your customers, ...
An extensive agenda with integration in the modules.
Receive and send email directly from the platform. Sent emails can be saved so you don't have to search in different places for the necessary information.
You have an inbox that automatically matches your customers and contacts so that you can quickly consult these messages centrally.
Tasks and phones.
All your documents centrally.
One location for all your documents, no more shared drives, everything at hand.
In addition, you have the possibility to make documents available on your customer portal or for the intermediaries you work with, this can be on document level and on folder level.
A selection of the other functionalities.
We can't possibly list all the functionalities. Below you can find a selection of the functionalities that are present. For a complete description of all functionalities, please refer to the manual of the CRM module.
Need more information? Visit WAVEDESK Help Center
Are you looking for additional information about the CRM module within the platform?
In WAVEDESK Help Center you can find a complete manual of the WAVEDESK platform including frequently asked questions, a ticket portal for your support requests and discussion forums.
WAVEDESK Help Center is available in 3 languages, please select your preferred language to visit Help Center.