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Manage contacts

  • Define contacts - name, type, rating, contact person, address, telephone, fax, e -mail, person responsible for the contact.

  • Maintain contact profile - reflects the history of the company's contacts with this client and is updated with the introduction of any new information in the system, regardless of which pre-specified sources is introduced.

  • Ability to store and to manage all information related to a contact.

  • Integrity of financial and product information.

  • Defining and working with customer groups.

  • Defining and using objects for a client - a chain of sales points, retail facilities separately and together as one legal entity.