CRM
Monitor and manage business opportunities and orders.

CRM Module Applications

CRM

Contact and Account Management

Lead and Activity Management

360° communication

Each module contains basic and advanced functions that fall into different price editions.
See the Pricing for more information .

Contact and Account Management

Store all contacts in one database
View orders and communications at one place
Sync contacts from Office 365 or Google
Schedule appointments in Addaris, Office 365, or Google Calendar
Filter and tag contacts according to various parameters
Track invoices, orders, tasks, meetings, and business opportunities

CRM (Customer Relationship Management)

Manage opportunities with simple Drag & Drop
Organize meetings directly in the Addaris system
Keep attachments and meeting minutes
Track your products, services, and vouchers
Plan, report, and document from the field
Get merchandising items in a few clicks

Lead and Activity Management

Create a database of contacts, activities, and communication
Manage your activities so that you won't forget anything
Have follow-up activities scheduled automatically
Use the automatic task scheduler from Addaris
Support the salespeople in the field via Field service
Plan business meetings from anywhere

360° Communication

Sync emails with Office 365 and Gmail
Create corporate email templates and footers
Use automatic reminders and notifications
Chat with your colleagues and clients
Communicate through discussions
Add notes to business opportunities
Manage phone calls via VoIP integration
Send information to your clients via SMS

See more modules

CRM
Track business opportunities and turn leads into customers easily.
E-commerce
Sell your products online on an interconnected platform.
Sales and Purchasing
Automate your purchases and create offers ten times faster.
Helpdesk & service
Provide first-class customer support, whether your clients call or write.
Project Management
Check who is working on what, what needs to be done, and the profitability.
HR Management
Manage employee data and corporate communication in a single system.
Production
Take control of the production process from the order to the BOMs.
Warehouses
Digitize warehouse management with smart readers and automate activities.
Reporting
Get clear visual data for making efficient and quick decisions.
CRM
Track business opportunities and turn leads into customers easily.
E-commerce
Sell your products online on an interconnected platform.
Sales and Purchasing
Automate your purchases and create offers ten times faster.
Helpdesk & service
Provide first-class customer support, whether your clients call or write.
Project Management
Check who is working on what, what needs to be done, and the profitability.
HR Management
Manage employee data and corporate communication in a single system.
Production
Take control of the production process from the order to the BOMs.
Warehouses
Digitize warehouse management with smart readers and automate activities.
Reporting
Get clear visual data for making efficient and quick decisions.
CRM
Track business opportunities and turn leads into customers easily.
E-commerce
Sell your products online on an interconnected platform.
Sales and Purchasing
Automate your purchases and create offers ten times faster.
Helpdesk & service
Provide first-class customer support, whether your clients call or write.
Project Management
Check who is working on what, what needs to be done, and the profitability.
HR Management
Manage employee data and corporate communication in a single system.
Production
Take control of the production process from the order to the BOMs.
Warehouses
Digitize warehouse management with smart readers and automate activities.
Reporting
Get clear visual data for making efficient and quick decisions.

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CRMMonitor and manage business opportunities and orders.

CRM Module Applications

See more modules

CRM
Monitor and manage business opportunities and orders.