Display in one screen of all necessary information required by each user

Display of customer tab

Display of all customer actions colour-coded according to the action’s status, including all the necessary fields such as action type, date and time, user, feedback, etc.

Display of all customer meetings colour-coded according to the meeting’s status, including all the necessary fields such as meeting type, date and time, user, feedback, etc.

Display of all customer quotes, colour-coded according to the quote's status, including all the necessary fields such as meeting type, quote value, date and time of creation, probable acceptance date, warehouse items & quote services, feedback, etc.

Creation of a new action by the user such as incoming/outgoing call, pending issue, with the option to add comments and the customer involved in the action, to assign it to another user and to create a follow-up activity

Creation of a new meeting by the user, with the date and time, the customer, the contact involved in the meeting and the participants, including the option add comments and create a follow-up activity

Creation of a new quote by the user, with a probable date of acceptance, the customer and the contact to whom the quote is addressed, the warehouse items & the quote's services along with the quantities and values, the quote's total value, including the option to add comments and create a follow-up activity

Daily/weekly/monthly calendar for each user with a colour-coded display of the meeting’s status