Customer relationships that grow
Manage all your clients, contacts and communications in one place. With the integrated client portal, you can give your clients access to projects, tickets and documents.
All customer data in one place
Company details, contact persons, projects, quotes, invoices, time entries, service contracts and support tickets – all brought together in a clear, organised client file. No more switching back and forth between tools.
CRM features you really need
Company administration & contacts
Create customer records with all relevant details: address, contact persons, tax numbers, individual hourly rates and payment terms.
Customer portal with self-service
Your customers will have their own portal. There, they can view the project status, create tickets, accept quotes and exchange files.
Automatic customer numbers
Configurable number formats (KD-000042, KD-2026/000042) with automatic, consecutive numbering.
Revenue & Project Overview
See at a glance which customers are generating how much revenue, which projects are currently underway, and where there are outstanding invoices.
Managing customer relationships professionally
From lead generation to invoicing – all in one tool.