If you want your company to be successful and survive on the market in the long term, there is no way around active sales activities. A system that is really fun and still offers everything you need to handle your day-to-day sales business quickly and efficiently?
You can manage your customer data and addresses with our contact manager. Enter all the important information you have about the person in the contact details.
Save yourself paperwork! In celanio you can link any number of people to a company. With celanio you can also display contact relationships. Create contact links for your company, friends, family, etc. Add a new label (= designation), e.g. boss, and your head of department, for example, as the contact person for this person. Once you have created a new label, you can use it as often as you like. Existing contact relationships can also be deleted at any time.
Send messages to customers, prospects and employees quickly and easily with customizable system and user templates. By using our variable system, salutations and names, for example, are set automatically.
The contact and communication manager costs you nothing - these two modules are included!
To make working with leads as simple and precise as possible, you have the option of creating templates and categories. This saves you a lot of time. Instead of retyping the texts for notes, resubmissions, tasks, etc., you can fall back on your ready-made templates and categories.
Do you organize seminars, training courses, congresses, trade fairs, workshops, events, roadshows or internal company information and training events? In addition to celanio® CRM lead management, we also offer seminar management software. celanio® is a professional and secure complete solution for event management. The two programs can be seamlessly linked together. In this way, you can manage the acquisition, planning and organization of your events centrally and clearly in the same system.
We can adopt your existing web layout and configure the booking dialog and the contact form on your website with the celanio software. If a potential customer fills out the contact form on your website, the interested party is automatically saved in the Contact Manager as a new personal contact and a new lead is created in the CRM. This saves you the hassle of typing!
celanio CRM Lead Management is primarily intended for the sale of services.
