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

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

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