CRM
Customizable letter templates
Create templates to standardize your mailings. PDF export and automatic saving in the client's account.
Related features
Discover more features in the same domain.
Centralized client records
Bring all your client information together in one place for a clear, shared and always up-to-date view.
Client classification
Tag your clients and categorize them.
Client history
Find all exchanges directly in the contact record.
Client activity tracking
Quickly visualize interactions, associated consignments or sales linked to each contact.
Import
Import new contacts from an Excel file in a few clicks with duplicate checking.
Smart lists
Save dynamic client lists that update automatically so you can easily find your most important clients.