Client profile
Name, organisation, role, telephone, email, address, notes and files.
Corporate CRM
Centralised management of clients, contacts, tasks and company information.
Example CRM interface
Features and functionality
A corporate CRM keeps client and company information in one database, supports deal management and helps teams coordinate their work. Fields and workflows are defined by client requirements.
Companies and contacts
Link staff and contacts to companies and maintain a communication history.
Deals and tasks
Track stages, owners, deadlines and progress.
Employee access
Role- and function-based user accounts and permissions.
Documents
Store client-related materials and search records.
Workflow customisation
Custom fields, reference data, statuses and integrations to specification.