Manage customer relations with CRM | Tracelink
 

Sales/CRM

Tracelink's sales module is primarily a tool for managing sales and customer activities.

The focus is on ensuring an effective follow-up to a customer and on keeping track of the communication that had been between you and your (potential) customer.

After a case is won, it can be automatically converted into a Tracelink order.

Main Features

Tracelink Sales/CRM gives you:
  • Automatic customer creation
  • Status of activities and next follow-up
  • Responsible person or group, and journal
  • Documents and email integration
  • Probability, expected closure and amount

Here you see an overview of CRM activities.

Read more about Tracelink's Customers, User Groups, Rights or Email.