SOLUTION FOR MANAGING YOUR RELATIONSHIPS

CRM module

Manage your customers, contacts, and suppliers.
Everything centralized and integrated in all WAVEDESK modules.
Part
Customers and contacts

Efficiently manage your customers & contacts

Simple registration of customers and contacts based on the clear sheets.

Integration with the crossroads bank for validation of VAT numbers and automatic data retrieval, super easy.

Extensions

Module specific extensions

The CRM module will automatically adapt to the modules that are activated within your account.

Additional functionalities become available by means of tabs, including integration of electronic identity card, portal for your customers, …

Agenda

Extensive agenda with integration within all modules

Book appointments and share your calendar with colleagues. Simple, but more is possible.

Use templates to make specific times available for internal colleagues or even external employees via the portal to book appointments.

Communication

Integrated communication

Receive and send mails directly from the platform. E-mails sent can be saved so that you do not have to search different places for the necessary information.

You have an inbox that does an automatic matching to your customers and contacts so that you can quickly consult these messages centrally.

Tasks

Tasks and phones

Via the journal that is available at all levels and in all modules within the platform, you can schedule tasks and telephone calls anywhere.

Archive

All your documents centrally

One location for all your documents, no more shared drives, everything just at hand.

You also have the option to make documents available on your customer portal or for the intermediaries you work with. Access can be determined at document level or at folder level.

A selection of the functionalities

Below you can find a selection of the functionalities that are available.
For a full description of all functionalities, please refer to the documentation of the CRM module.

Subscription

The CRM module of the WAVEDESK platform is interwoven in the various additional modules.
The module is always included in the subscriptions to the optional modules and therefore does not require a separate subscription.

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WAVEDESK knowledge base

Consult the knowledge base with articles and video tutorials.