Always included

CRM

The shared foundation of the whole platform

Clients, opportunities, quotes and tasks in one place, available to your whole team. It is always included and every other module is switched on on top of it.

  • Shared clients

    Every client record is available to the whole team, with its history of opportunities and quotes.

  • Opportunities

    Follow each deal from the first contact to the close.

  • Sales and workshop quotes

    Boat sales quotes and workshop service quotes, each in its own tab.

  • Tasks

    Assign and follow up team tasks linked to clients and opportunities.

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