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Module · CRM & Addresses
Contacts, campaigns & sales in one place.
Company and personal addresses, classification, campaigns, opportunities and call documentation – integrated with follow-ups, appointments and sanctions/KYC screening on customers and vendors.
Features
From contact to close
Addresses, sales, campaigns and call notes interlock – and connect with follow-ups and the compliance screening.
Address management
Company, personal and additional addresses with lookups and company/person gating; address list and selection.
Classification
Address types, industries and segments, categories, territories, VIP assignments and central purchasing.
Sales & opportunities
Quotes, orders and projects; opportunity attributes such as competitor, loss reason, forecast and status.
Campaigns
Campaign management, types and addresses; verify addresses.
Labels & distribution
Label printing, distribution lists and groups, companions as well as products/machines per customer.
Reports & call notes
Reports, contacts and call notes; integrated follow-ups and appointments.
In detail
Selection, forecast and compliance
See the CRM in mercaware live.
From address selection through the opportunity pipeline to the campaign – integrated with follow-ups and compliance. In a personal demo.