Customers module (CRM)
Included in every package at no extra cost. The ground the other modules stand on.
- CRM with customers, contacts, companies and the whole history in one place
- Semantic search: you ask in plain language, not with keywords
- OCR scanner for receipts and documents, searchable from the moment you upload
- Chat with your own documents, answers drawn only from your data
- Documents, notes, tasks and appointments, linkable to any record
- Email and calendar built in, so nothing sits in one person's inbox