CRM module
Manage your customers, contacts and suppliers.
Everything centralized and integrated in all WAVEDESK modules.
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.
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, …
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.
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 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.
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.
- Integration with Dropbox to centrally manage your documents on your own account
- Ability to export the lists to Excel format at all levels
- Desktop notifications for tasks and phone calls to be performed
- Integration Google Street view to physically view a location based on an address of a customer or contact
- Automatic calculation of distances and travel times from your office to the address of the customer or contact
- Integration with the crossroads bank for automatic checking and retrieval of company data
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.