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Activities | | | |
Email import (both incoming and outgoing) | | | |
Threading of Emails, Tasks and Call Notes | | | |
Support for multiple mailboxes and mail servers | | | |
Auto-Replies | | | |
Tasks | | | |
Calls | | | |
Templates for all Activity-Types specific to Queues | | | |
Comments on Activities and Accounts | | | |
Communicate in style | | | |
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Queues | | | |
Mailbox integration | | | |
Tags | | | |
Taxonomies | | | |
Tagging perks that will make your team faster and error-free | | | |
Resolutions | | | |
Detailed, fully customizable permissions | | | |
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Smart ToDo list per User including auto-prioritisation | | | |
Dashboard including Work Load indicators | | | |
We have gathered as much of the info related to Accounts, Contracts and Contacts in dedicated sections that are gathered on the same pages. | | | |
One-click navigation | | | |
Bulk Uploads of Accounts and Tasks | | | |
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Account Management | | | |
Contacts with Responsibilities/Roles | | | |
Document Management including expiration alerts | | | |
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Dedicated and secure hosting | | | |
Support | | | |
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Advanced filtering | | | |
Customizable Report Server | | | |
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Contact directory for the German Power Market | | | On-demand |
Meterpoint directory | | | On-demand |
Relating Activities to Meterpoints | | | On-demand |
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Advanced Product definitions | | On-demand | On-demand |
Complex Pricing models | | On-demand | On-demand |
Publishing of Products and Prices via REST-API | | On-demand | On-demand |
Import/Registration of Contracts | | On-demand | On-demand |
After-sales processes like quality calls, customer care, activations, extensions, promotional campaigns | | On-demand | On-demand |