Administration

The CRM system offers a comprehensive administration interface that enables all licensed modules to be administered efficiently and configured to the company's individual requirements. Roles and permissions can be precisely regulated with the user administration. User groups can be set up to enable effective bundling and management of user rights, which increases efficiency and security in the assignment of rights. Rights management ensures that access to functions and data in the system is controlled precisely according to company requirements.

The organizational hierarchy of the CRM system maps the company's internal structure so that users and access permissions can be easily managed on the basis of the company hierarchy. In addition, the system offers picklists for managing topics, disciplines, person and organization types, ensuring standardized and consistent entries. System notifications make it possible to inform users about important events or upcoming tasks.

Stand-in rules ensure that tasks and responsibilities can be easily transferred when a user is absent. Finally, the CRM offers comprehensive global system settings that allow basic parameters such as language, time zone and security settings to be configured system-wide to ensure seamless adaptation to the respective company requirements.