- Register all your customers and their cases, business partners, representatives, different institutions, contact information and data, emails and other documents.
- Use the opportunity to assign each contact a mark that shows a type of relationship you have and put all your contacts into certain categories.
- Revise all the business communication that you have with a relevant customer (cases, proposals, negotiations, bills payable and receivable, contacts and projects).
Below you will find a few system window screenshots:
