This is the foundation of your entire business process. From the first contact with your customer to analysis and sales. The most user-friendly CRM tool available today. This is created by sellers for sellers.
Notyfile CRM är enkelt, snabbt och logiskt. Du som användare ser bara det du som är mest relevant i den vy du är i. Du kan skapa ringlistor, skicka contracts. etc. with e-signature and get a clear overview of what you have in the pipe.
When it comes to prospect tools, it is the details that count. The foundation of Notyfile is that you should only see what is relevant to you as a user based on your role. Of course, there is 2-way integration with Outlook so you are 100% connected and accessible.
The activities view is linked to all parts of Notyfile. Create an activity and be reminded when it is time to contact the customer or perform a task.