Weise-CRM 2024 is an intuitive software for maintaining and managing customer relationships. Thanks to a central customer base, the software allows corresponding access to customer contacts, tasks, appointments and contact histories. An integrated address database (incl. import options from Outlook and other data sources) serves as the customer base, which is also a component of other Weise Software programmes.
By means of markers and special features it is possible to assign further characteristics to the customer. In addition, extensive and storable search options always give you a full overview of tasks and linked appointments.
Features & Special features
- Connection to the address database.
- Management of:
- Discussion notes
- Files and documents
- Link appointments and tasks
- Assigning priority and status
- Date info
- Additional customer information about markers and special features.
- Calendar function
- Extensive search and filtering options.
- User management
- Staff management
- Email distribution list
- Data backup
- Floating licence for network versions