Activities

Understand exactly what is happening with your customers.

The CRM system provides comprehensive management of individual activity types, including user-specific standard activities for individuals and organizations. It enables works council-compliant documentation, consent checks, topic assignment and individual comment fields. The maximum number of activities can be defined and templates support efficient planning and execution. A set of rules for overlapping appointments ensures efficiency, while a list of all activities with filter functions provides a precise overview. A calendar with daily, weekly and monthly views makes it easy to keep track.

The system supports activity planning by sending notifications and invitations by fax or e-mail. A list view and a visualized customer journey for person activities as well as an aggregated activity view for organizations are available for the overview of activities.

Functional Scope

  • Individual activity types

  • User-specific standard activity for persons and organizations

  • Works council-compliant storage date / time

  • Consent check

  • Topic assignment

  • Comment fields

  • Definition of max. number of activities

  • Use of templates

  • Rules for date overlaps

  • List of activities with filter functions

  • Planning of activities

  • Sending activity notifications via fax or email

  • Calendar with daily, weekly and monthly view

  • Customer journey and list view for person activities

  • Aggregated activity view for organizations

Arrange a free conversation with our experienced consultants.

Contact

Packages

Base

Persons & Organizations

Calendar

Administration

Territory Management

Task

Attributes

Activities

Professional

Reports

Offline

Selections

Time on Territory

Expenses

Multichannel

Frequency planning

Personal Interaction

Personalized Email

Promotional Material

eDetailing

Phone Interaction

Premium

Order Entry

Events

Coaching

Medical Requests

Video Interaction

Campaigns